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 U.S. Opportunities Equity Active FOF - Regular - Growth
Chart Comparison
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) | ₹222 Cr | ₹4282 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 U.S. Opportunities Equity Active FOF - Regular - Growth |
---|---|---|
1 Month | 2.87% | 2.64% |
6 Month | 15.76% | 21.82% |
1 Year | 13.8% | 17.91% |
3 Year | 22.31% | 23.45% |
5 Year | 14.54% | 12.44% |
SIP Return Analysis
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 | 9.56% | 12.07% |
1 Year | 20.66% | 24.03% |
3 Year | 20.25% | 24.36% |
5 Year | 16.02% | 16.15% |
Rolling Lumpsum Returns
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 | 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 U.S. Opportunities Equity Active FOF - Regular - Growth |
---|---|---|
Standard Deviation | 13.95% | 17.77% |
Sharp | 0.95% | 0.80% |
Beta | - | 1.01% |
Alpha | - | -6.43% |
Fund Managers
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 |
Market Cap
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 |
---|---|---|
Others | 100 | 100 |
Sector Allocation
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 |
---|---|---|
Others | 100 | 100 |
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