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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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