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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) ₹7710 Cr ₹2352 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 1.3% 1.24%
6 Month 3.48% 0.89%
1 Year 8.64% 6.93%
3 Year 14.94% -
5 Year 15.48% -

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Franklin India Balanced Advantage Fund- Growth
6 Month 5.96% 4.52%
1 Year 10.07% 7.48%
3 Year 13.8% -
5 Year 12.73% -

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Franklin India Balanced Advantage Fund- Growth
1 Year 11.28% 19.81%
3 Year 11.48% -
5 Year 11.23% -

Risk Management

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Franklin India Balanced Advantage Fund- Growth
Standard Deviation 7.31% -
Sharp 1.01% -
Beta 1.02% -
Alpha 0.39% -

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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 26.23 33.89
Large Cap 51.42 47.44
Mid Cap 16.21 8.31
Small Cap 4.68 10.37

Sector Allocation

Scheme Name

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

Franklin India Balanced Advantage Fund- Growth

Others 22.03 34.49
Telecom - Services 1.8 -
Petroleum Products 4.74 -
Electrical Equipment 1.39 -
IT - Software 5.61 -
Cement & Cement Products 2.04 -
Personal Products 2.18 -
Construction 1.44 -
Finance 4.16 -
Retailing 2.88 -
Banks 15.59 -
Pharmaceuticals & Biotechnology 3.7 -
Non - Ferrous Metals 1.61 -
Realty 2.58 -
Healthcare Services 0.89 -
Aerospace & Defense 0.36 -
Auto Components 3.28 -
Ferrous Metals 1.58 -
Transport Infrastructure 2.02 -
Automobiles 1.67 -
Industrial Products 1.81 -
Insurance 3.04 -
Diversified FMCG 1.04 -
Consumer Durables 1.65 -
Diversified Metals 0.69 -
Oil 0.58 -
Power 2.36 -
Fertilizers & Agrochemicals 0.66 -
Leisure Services 0.58 -
Metals & Minerals Trading 0.13 -
Consumable Fuels 0.27 -
Minerals & Mining 0.54 -
Transport Services 0.65 -
Chemicals & Petrochemicals 0.75 -
Beverages 2.24 -
Energy - 3.72
Technology - 6.52
Industrials - 7.65
Consumer Defensive - 3.28
Financial Services - 18.96
Healthcare - 3.86
Basic Materials - 3.4
Communication Services - 4.05
Utilities - 3.23
Consumer Cyclical - 10.13
Real Estate - 0.71

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