Franklin India Multi vs Aditya Birla Sun Life Financial Planning Fund compare
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option
Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan |
---|---|---|
Fund | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan |
Investment Plan | Growth | Growth |
Level of Risk | Very High | High |
Asset Size (Cr) | ₹223 Cr | ₹69 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 09 May 2011 | 28 Nov 2014 |
Category | Domestic Hybrid FoF | Domestic Hybrid FoF |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 35+65 Aggressive TRI | CRISIL Hybrid 35+65 Aggressive TRI |
Turn Over | 1085% | 24.24% |
Expense Ratio | 1.2 | 1.45 |
Manager | Dhaval Joshi | Rajasa Kakulavarapu |
ISIN Code | INF084M01101 | INF090I01LE4 |
Exits Load | Aditya Birla Sun Life Financial Planning FOF Aggressive Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Franklin India Multi-Asset Solution Fund of Funds - Growth charges 1.0% of sell value; if fund sold before 1095 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan |
---|---|---|
1 Month | 1.97% | 0.4% |
6 Month | 14.69% | 10.18% |
1 Year | 1.26% | 10.83% |
3 Year | 16.4% | 14.13% |
5 Year | 17.22% | 15.13% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan |
---|---|---|
6 Month | 2.79% | 2.12% |
1 Year | 10.83% | 13.95% |
3 Year | 15.19% | 14.49% |
5 Year | 14.78% | 13.29% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan |
---|---|---|
1 Year | 11.42% | 7.74% |
3 Year | 14.18% | 5.57% |
5 Year | 13.23% | 4.82% |
Risk Management
Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan |
---|---|---|
Standard Deviation | 9.93% | 4.88% |
Sharp | 0.84% | 1.29% |
Beta | 1.08% | - |
Alpha | 3.00% | - |
Fund Managers
Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan |
---|---|---|
Name | Dhaval Joshi | Rajasa Kakulavarapu |
Total AUM | ₹361932 Cr | ₹28545 Cr |
Funds Managed | 55 | 10 |
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan |
Market Cap
Scheme Name |
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option |
Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option |
Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan |
---|---|---|
Others | 100 | 100 |
Top Comparisons
SBI Midcap Fund - Regular Plan - Growth
3Y Returns15.04%
HSBC Midcap Fund - Regular Growth
3Y Returns24.49%
ITI Mid Cap Fund Regular - Growth
3Y Returns21.79%
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
3Y Returns23.96%
Franklin India Liquid Fund - Super Institutional Plan - Growth
3Y Returns7.01%
Franklin India Liquid Fund - Super Institutional Plan - Growth
3Y Returns7.01%
Franklin India Small Cap Fund-Growth
3Y Returns22.13%
HSBC Small Cap Fund Regular Growth
3Y Returns20.11%