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

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

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Franklin U.S. Opportunities Equity Active FOF - Regular - 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 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)	₹232 Cr	₹4437 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	31 Dec 2007	13 Feb 2012
Category	Gold	Gold
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	-0.33%	-0.6%
6 Month	18.43%	19.3%
1 Year	17.78%	15.62%
3 Year	24.99%	26.15%
5 Year	15.32%	10.88%

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
6 Month	6.59%	6.56%
1 Year	23.63%	24.86%
3 Year	20.34%	23.82%
5 Year	16.49%	16.45%

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	9.03%	17.86%
3 Year	7.82%	13.4%
5 Year	6.52%	15.06%

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	12.45%	16.48%
Sharp	1.21%	1.02%
Beta	-	1.00%
Alpha	-	-6.54%

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