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 Very High Very High
Asset Size (Cr) ₹7267 Cr ₹2075 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 25 Apr 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 1.79 1.99
Manager Lovelish Solanki Sandeep Manam
ISIN Code INF084M01AB8 INF090I01WN2
Exits Load Exit load of 0.25%, if redeemed within 7 days./365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./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 0.25% 1.27%
6 Month 6.29% 5.82%
1 Year 20.12% 21.05%
3 Year 11.56% -
5 Year 12.7% -

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Franklin India Balanced Advantage Fund- Growth
6 Month - -
1 Year 11.24% 10.16%
3 Year 14.43% -
5 Year 13.91% -

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Franklin India Balanced Advantage Fund- Growth
1 Year 11.31% 23.46%
3 Year 11.5% -
5 Year 11.04% -

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% 5.84%
Sharp 0.6% -
Beta 0.92% -
Alpha 2.01% -

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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
Fund Manage 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 -0.81 21.1
Large Cap 56.11 48.44
Mid Cap 9.42 6.41
Small Cap 7.86 10.97

Sector Allocation

Scheme Name

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

Franklin India Balanced Advantage Fund- Growth

Others -0.81 21.1
Telecom - Services 2.73 4.02
Petroleum Products 4.63 3.15
Electrical Equipment 1.36 -
IT - Software 7.01 6.61
Cement & Cement Products 1.46 1.72
Personal Products 1.71 -
Construction 2.62 3
Banks 13.5 16.26
Diversified FMCG 2.84 0.97
Pharmaceuticals & Biotechnology 3.26 2.66
Non - Ferrous Metals 1.31 -
Realty 2.93 0.35
Healthcare Services 1.27 1.42
Aerospace & Defense 0.44 1.03
Auto Components 2.51 1.54
Ferrous Metals 0.78 1.05
Automobiles 2.73 3.23
Finance 4.47 0.74
Insurance 1.24 1.02
Industrial Products 0.47 1
Consumer Durables 1.89 2.28
Transport Infrastructure 2.27 -
Retailing 1.47 1.23
Diversified Metals 0.28 -
Oil 0.66 0.68
Power 3.16 1.66
Fertilizers & Agrochemicals 0.3 -
Metals & Minerals Trading 0.46 -
Consumable Fuels 0.94 -
Minerals & Mining 0.46 -
Transport Services 0.68 -
Chemicals & Petrochemicals 0.44 1.05
Leisure Services 0.31 2.72
Beverages 0.8 1.6
Gas - 1.11
Agricultural Food & other Products - 0.74
Financial Technology (Fintech) - 1.19
Capital Markets - 0.45
Textiles & Apparels - 0.64
Commercial Services & Supplies - 0.7

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