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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) | ₹8371 Cr | ₹2779 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 | 3.17% | 2.58% |
| 6 Month | 6.5% | 5.22% |
| 1 Year | 8.63% | 6.58% |
| 3 Year | 13.28% | 13.16% |
| 5 Year | 13.83% | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Franklin India Balanced Advantage Fund- Growth |
|---|---|---|
| 6 Month | 2.24% | 1.66% |
| 1 Year | 12.29% | 8.49% |
| 3 Year | 12.99% | 12.01% |
| 5 Year | 12.16% | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Franklin India Balanced Advantage Fund- Growth |
|---|---|---|
| 1 Year | 11.08% | 16.44% |
| 3 Year | 11.55% | 12.69% |
| 5 Year | 11.4% | - |
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% | 6.50% |
| Sharp | 0.9% | 0.91% |
| Beta | 0.13% | - |
| Alpha | 5.98% | - |
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 | 37.79 | 33.72 |
| Large Cap | 41.39 | 50.39 |
| Mid Cap | 12.96 | 6.9 |
| Small Cap | 7.85 | 8.99 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
Franklin India Balanced Advantage Fund- Growth |
|---|---|---|
| Others | 28.44 | 33.72 |
| Communication Services | 1.19 | 4.78 |
| Energy | 3.24 | 3.08 |
| Technology | 8.75 | 4.98 |
| Industrials | 7.3 | 7.44 |
| Financial Services | 22.13 | 20.23 |
| Healthcare | 4.21 | 4.49 |
| Basic Materials | 7.15 | 4.35 |
| Real Estate | 3.2 | 0.54 |
| Consumer Cyclical | 6.55 | 8.73 |
| Consumer Defensive | 5.63 | 3.22 |
| Utilities | 2.21 | 4.43 |
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