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Franklin India Multi vs Aditya Birla Sun Life Financial Planning Fund compare

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tortoise-icon Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option

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tortoise-icon Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan

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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 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) ₹233 Cr ₹87 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 FoF Domestic 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 -0.15% 0.36%
6 Month 3.54% 2.88%
1 Year 5.28% 11.99%
3 Year 15.69% 13.21%
5 Year 15.07% 13.96%

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 1.92% 1.32%
1 Year 13.49% 10.58%
3 Year 14.19% 13.26%
5 Year 14.19% 12.47%

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 10.93% 7.94%
3 Year 14.43% 5.71%
5 Year 13.39% 4.92%

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 8.55% 4.83%
Sharp 1.11% 1.28%
Beta 0.7% 0.33%
Alpha 4.03% 3.63%

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

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