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Franklin India Balanced Advantage Fund vs Aditya Birla Sun Life Balanced Advantage Fund compare

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tortoise-icon Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

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tortoise-icon Franklin India Balanced Advantage Fund- 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 Balanced Advantage Fund - Regular Plan - Growth Option Franklin India Balanced Advantage Fund- Growth
Fund Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Franklin India Balanced Advantage Fund- Growth
Investment Plan Growth Growth
Level of Risk High Very High
Asset Size (Cr) ₹8157 Cr ₹2748 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 23 May 2000 06 Sep 2022
Category Dynamic Asset Allocation Dynamic Asset Allocation
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 50+50 Moderate TRI NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over 240% 160.29%
Expense Ratio 1.8 1.97
Manager Lovelish Solanki Sandeep Manam
ISIN Code INF084M01AB8 INF090I01WN2
Exits Load Aditya Birla Sun Life Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 Franklin India Balanced Advantage 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 Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Franklin India Balanced Advantage Fund- Growth
1 Month -1.34% -0.92%
6 Month 8.69% 6.24%
1 Year 5.87% 4.46%
3 Year 12.52% -
5 Year 13.77% -

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Franklin India Balanced Advantage Fund- Growth
6 Month 2.38% 1.91%
1 Year 7.56% 5.35%
3 Year 12.3% -
5 Year 11.79% -

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Franklin India Balanced Advantage Fund- Growth
1 Year 11.15% 18.8%
3 Year 11.52% -
5 Year 11.34% -

Risk Management

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Franklin India Balanced Advantage Fund- Growth
Standard Deviation 6.2% -
Sharp 0.99% -
Beta 0.1% -
Alpha 6.58% -

Fund Managers

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Franklin India Balanced Advantage Fund- Growth
Name Lovelish Solanki Sandeep Manam
Total AUM ₹14756 Cr ₹74256 Cr
Funds Managed 2 20
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Franklin India Balanced Advantage Fund- Growth

Market Cap

Scheme Name

Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

Franklin India Balanced Advantage Fund- Growth

Others 37.74 34.57
Large Cap 42.5 49.55
Mid Cap 12.73 6.41
Small Cap 7.03 9.47

Sector Allocation

Scheme Name

Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

Franklin India Balanced Advantage Fund- Growth

Others 29.34 34.57
Communication Services 1.25 3.97
Energy 3.71 3.18
Technology 7.26 5.28
Basic Materials 6.87 3.98
Industrials 7.56 6.89
Financial Services 22.35 19.85
Consumer Cyclical 6.46 10.45
Healthcare 4.08 4.32
Real Estate 3.01 0.59
Consumer Defensive 5.94 2.97
Utilities 2.17 3.94

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