Franklin India Balanced Advantage Fund vs Aditya Birla Sun Life Balanced Advantage Fund compare
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
Franklin India Balanced Advantage Fund- Growth
Chart Comparison
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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