Aditya Birla Sun Life Regular Savings Fund vs Franklin India Debt Hybrid Fund compare
Franklin India Conservative Hybrid Fund - Growth
Franklin India Conservative Hybrid Fund - Growth
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
Chart Comparison
Overview
Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
---|---|---|---|
Fund | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Moderately High | Moderately High | Moderately High |
Asset Size (Cr) | ₹204 Cr | ₹204 Cr | ₹1533 Cr |
Min Investment | ₹10000 | ₹10000 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 | ₹500 |
Launch Date | 28 Sep 2000 | 28 Sep 2000 | 22 May 2004 |
Category | Conservative | Conservative | Conservative |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 85+15 Conservative TRI | CRISIL Hybrid 85+15 Conservative TRI | CRISIL Hybrid 85+15 Conservative TRI |
Turn Over | 24.24% | 49% | 149% |
Expense Ratio | 1.4 | 1.4 | 1.91 |
Manager | Sandeep Manam | Sandeep Manam | Dhaval Joshi |
ISIN Code | INF090I01EA7 | INF090I01EA7 | INF209K01751 |
Exits Load | Data not available./365 | Data not available./365 | Aditya Birla Sun Life Regular Savings Fund- Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
---|---|---|---|
1 Month | -1.01% | -1.01% | -0.45% |
6 Month | 5.83% | 5.83% | 6.27% |
1 Year | 4.81% | 4.81% | 6.7% |
3 Year | 9.41% | 9.41% | 8.94% |
5 Year | 8.81% | 8.81% | 10.78% |
SIP Return Analysis
Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
---|---|---|---|
6 Month | 0.46% | 0.46% | 1.14% |
1 Year | 5.24% | 5.24% | 6.89% |
3 Year | 8.97% | 8.97% | 9.14% |
5 Year | 8.56% | 8.56% | 8.96% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
---|---|---|---|
1 Year | 9.24% | 9.24% | 10.24% |
3 Year | 8.42% | 8.42% | 8.45% |
5 Year | 8.83% | 8.83% | 8.94% |
Risk Management
Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
---|---|---|---|
Standard Deviation | 3.44% | 3.44% | 3.00% |
Sharp | 0.95% | 0.95% | 0.82% |
Beta | 1.05% | 1.05% | 0.88% |
Alpha | 0.55% | 0.55% | 0.17% |
Fund Managers
Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
---|---|---|---|
Name | Sandeep Manam | Sandeep Manam | Dhaval Joshi |
Total AUM | ₹74256 Cr | ₹74256 Cr | ₹361932 Cr |
Funds Managed | 20 | 20 | 55 |
Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
Market Cap
Scheme Name |
Franklin India Conservative Hybrid Fund - Growth |
Franklin India Conservative Hybrid Fund - Growth |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
---|---|---|---|
Others | 76.48 | 76.48 | 80.6 |
Large Cap | 16.59 | 16.59 | 14.11 |
Mid Cap | 2.63 | 2.63 | 2.88 |
Small Cap | 4.29 | 4.29 | 2.41 |
Sector Allocation
Scheme Name |
Franklin India Conservative Hybrid Fund - Growth |
Franklin India Conservative Hybrid Fund - Growth |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
---|---|---|---|
Others | 76.48 | 76.48 | 78.14 |
Energy | 0.75 | 0.75 | 0.68 |
Technology | 1.76 | 1.76 | 2.11 |
Industrials | 2.62 | 2.62 | 1.97 |
Consumer Defensive | 1.23 | 1.23 | 1.07 |
Financial Services | 7.49 | 7.49 | 7.2 |
Healthcare | 1.71 | 1.71 | 2.64 |
Basic Materials | 1.27 | 1.27 | 1.69 |
Communication Services | 1.29 | 1.29 | 1.13 |
Utilities | 1.3 | 1.3 | 0.24 |
Consumer Cyclical | 3.83 | 3.83 | 1.66 |
Real Estate | 0.28 | 0.28 | 1.45 |
Top Comparisons
Axis Balanced Advantage Fund - Regular Plan - Growth
3Y Returns13.25%
HSBC Balanced Advantage Fund - Regular Growth
3Y Returns11.67%
Tata Gold ETF Fund of Fund - Regular (G)
3Y Returns0%
Mirae Asset ESG Sector Leaders Fund of Fund Regular Growth
3Y Returns12.43%
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
3Y Returns23.99%
HSBC ELSS Tax saver Fund - Regular Growth
3Y Returns19.05%
ITI Liquid Fund Regular - Growth
3Y Returns6.66%
Baroda BNP Paribas LIQUID FUND - Regular Plan - GROWTH OPTION
3Y Returns6.95%