Aditya Birla Sun Life Floating Rate Fund vs Franklin India Floating Rate Fund compare

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tortoise-icon Franklin India Floating Rate Fund - Growth Plan

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tortoise-icon Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth

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tortoise-icon Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Franklin India Floating Rate Fund - Growth Plan Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
Fund Franklin India Floating Rate Fund - Growth Plan Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
Investment Plan Growth Growth Growth
Level of Risk Low to Moderate Low to Moderate Low to Moderate
Asset Size (Cr) ₹307 Cr ₹12391 Cr ₹12391 Cr
Min Investment ₹1000 ₹1000 ₹1000
Min SIP Invesment ₹500 ₹1000 ₹1000
Min Addl Investment ₹1000 ₹1000 ₹1000
Launch Date 23 Apr 2001 01 Jun 2003 01 Jun 2003
Category Floater Floater Floater
Fund Type Open Ended Open Ended
Benchmark CRISIL Low Duration Debt CRISIL Low Duration Debt CRISIL Low Duration Debt
Turn Over 72.19% 45% 16%
Expense Ratio 0.95 0.46 0.46
Manager Sandeep Manam Dhaval Joshi Dhaval Joshi
ISIN Code INF090I01LM7 INF209K01MG9 INF209K01MG9
Exits Load Nil/365 Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Franklin India Floating Rate Fund - Growth Plan Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
1 Month 0.56% 0.56% 0.56%
6 Month 4.5% 4.01% 4.01%
1 Year 8.12% 7.6% 7.6%
3 Year 5.98% 6.11% 6.11%
5 Year 5.8% 6.43% 6.43%

SIP Return Analysis

Scheme Name Franklin India Floating Rate Fund - Growth Plan Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
6 Month - - -
1 Year 3.53% 3.47% 3.47%
3 Year 10.15% 10.37% 10.37%
5 Year 15.53% 16.77% 16.77%

Rolling Lumpsum Returns

Scheme Name Franklin India Floating Rate Fund - Growth Plan Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
1 Year 5.01% 5.68% 5.68%
3 Year 12.43% 13.57% 13.57%
5 Year 15.99% 17.2% 17.2%

Risk Management

Scheme Name Franklin India Floating Rate Fund - Growth Plan Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
Standard Deviation 0.8% 0.7% 0.7%
Sharp 0.14% 0.61% 0.61%
Beta 1.48% 1.39% 1.39%
Alpha 3.07% 3.21% 3.21%

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Fund Managers

Scheme Name Franklin India Floating Rate Fund - Growth Plan Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
Name Sandeep Manam Dhaval Joshi Dhaval Joshi
Total AUM ₹74256 Cr ₹361932 Cr ₹361932 Cr
Fund Manage 20 55 55
Franklin India Floating Rate Fund - Growth Plan Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth

Market Cap

Scheme Name

Franklin India Floating Rate Fund - Growth Plan

Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth

Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth

Others 100 76.77 99.92

Sector Allocation

Scheme Name

Franklin India Floating Rate Fund - Growth Plan

Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth

Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth

Sovereign 70.3 15.06 12.63
Financial 25.94 57.82 75.21
Others 3.76 3.89 2.82
Energy - - 3.81
Construction - - 5.12
Capital Goods - - 0.33

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