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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) | ₹8208 Cr | ₹2738 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 | 2.14% | 1.4% |
| 6 Month | 11.15% | 8.76% |
| 1 Year | 4.28% | 3.36% |
| 3 Year | 13.02% | 13.25% |
| 5 Year | 13.9% | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Franklin India Balanced Advantage Fund- Growth |
|---|---|---|
| 6 Month | 2.53% | 1.72% |
| 1 Year | 10.66% | 7.17% |
| 3 Year | 12.72% | 12.03% |
| 5 Year | 11.95% | - |
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 | 0.84% | - |
| Beta | 0.1% | - |
| Alpha | 5.69% | - |
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 | 35.85 | 34.74 |
| Large Cap | 42.52 | 49.51 |
| Mid Cap | 13.39 | 6.39 |
| Small Cap | 8.24 | 9.36 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
Franklin India Balanced Advantage Fund- Growth |
|---|---|---|
| Others | 27.34 | 34.74 |
| Communication Services | 1.25 | 4 |
| Energy | 3.3 | 3.11 |
| Technology | 8.54 | 5.37 |
| Basic Materials | 6.92 | 4.01 |
| Industrials | 7.77 | 6.9 |
| Financial Services | 22.55 | 19.11 |
| Healthcare | 4.43 | 4.36 |
| Real Estate | 3.02 | 0.57 |
| Consumer Cyclical | 6.67 | 10.88 |
| Consumer Defensive | 5.99 | 3.04 |
| Utilities | 2.22 | 3.91 |
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