Aditya Birla Sun Life Global Excellence Equity Fund Of Fund vs Franklin India Feeder compare
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
Chart Comparison
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) | ₹211 Cr | ₹3989 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 | -6.69% | -14.43% |
6 Month | 0.59% | -3.07% |
1 Year | 6.83% | 3.78% |
3 Year | 14.48% | 12.16% |
5 Year | 10.94% | 15.56% |
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 | -2.82% | -10.1% |
1 Year | -0.26% | -9.28% |
3 Year | 17.06% | 15.6% |
5 Year | 13.4% | 10.18% |
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 | 9.18% | 18.26% |
3 Year | 7.43% | 12.87% |
5 Year | 6.13% | 15.29% |
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 | 15.174% | 19.604% |
Sharp | 0.601% | 0.42% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns6.41%
Tata Ultra Short Term Fund-Regular Plan-Growth
3Y Returns6.07%
Kotak Multi Asset Allocation Fund - Regular (G)
3Y Returns0%
Mirae Asset Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
HDFC Large Cap Fund - Growth Option - Regular Plan
3Y Returns15.41%
Aditya Birla Sun Life Frontline Equity Fund-Growth
3Y Returns12.83%
Kotak Low Duration Fund- Regular Plan-Growth Option
3Y Returns6.2%
UTI Low Duration Fund - Regular Plan - Growth Option
3Y Returns6.64%