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Aditya Birla Sun Life Global Excellence Equity Fund Of Fund vs Franklin India Feeder compare

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tortoise-icon Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option

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tortoise-icon Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth
Fund Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹217 Cr ₹4223 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 31 Dec 2007 13 Feb 2012
Category International International
Fund Type Open Ended Open Ended
Benchmark MSCI World Russell 3000 Growth
Turn Over 2% 0.0%
Expense Ratio 1.28 1.53
Manager Dhaval Joshi Sandeep Manam
ISIN Code INF084M01AZ7 INF090I01EW1
Exits Load Aditya Birla Sun Life Global Excellence Equity Fund of Fund - Retail Plan - Growth charges 0.25% of sell value; if fund sold before 28 days. There are no other charges./365 Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth
1 Month 2.53% 4.08%
6 Month 2.35% 1.45%
1 Year 12.68% 18.78%
3 Year 17.52% 16.95%
5 Year 13.97% 11.75%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth
6 Month 8.53% 12.18%
1 Year 16.44% 20.52%
3 Year 19.19% 23.48%
5 Year 15.13% 15.35%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth
1 Year 8.95% 17.84%
3 Year 7.72% 13.15%
5 Year 6.38% 15.16%

Risk Management

Scheme Name Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth
Standard Deviation 14.26% 18.06%
Sharp 0.80% 0.70%
Beta - 1.01%
Alpha - -5.72%

Fund Managers

Scheme Name Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth
Name Dhaval Joshi Sandeep Manam
Total AUM ₹361932 Cr ₹74256 Cr
Funds Managed 55 20
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth

Market Cap

Scheme Name

Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option

Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth

Others 100 100

Sector Allocation

Scheme Name

Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option

Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth

Others 100 100

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