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

Link copied to clipboard!

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

Invest Now

Franklin U.S. Opportunities Equity Active FOF - Regular - Growth

Invest Now

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 U.S. Opportunities Equity Active FOF - Regular - Growth
Fund	Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹237 Cr	₹4520 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

Scheme Name	Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth
1 Month	2.4%	1.39%
6 Month	13.66%	11.45%
1 Year	14.68%	8.54%
3 Year	21.17%	24.12%
5 Year	14.49%	10.71%

Scheme Name	Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth
6 Month	6.27%	3.53%
1 Year	27.31%	22.97%
3 Year	20.63%	21.75%
5 Year	16.89%	15.88%

Scheme Name	Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth
1 Year	9.28%	17.48%
3 Year	7.97%	13.91%
5 Year	6.75%	14.93%

Scheme Name	Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option	Franklin U.S. Opportunities Equity Active FOF - Regular - Growth
Standard Deviation	17.54%	16.60%
Sharp	0.43%	0.95%
Beta	-	1.00%
Alpha	-	-6.47%

Scheme Name	Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option	Franklin U.S. Opportunities Equity Active FOF - Regular - 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 U.S. Opportunities Equity Active FOF - Regular - Growth