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
| 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 |
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Franklin India Balanced Advantage Fund- Growth |
|---|---|---|
| 1 Month | 2.79% | 1.06% |
| 6 Month | 15.44% | 10.77% |
| 1 Year | 22.4% | 25.38% |
| 3 Year | 12.05% | - |
| 5 Year | 14.72% | - |
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Franklin India Balanced Advantage Fund- Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 10.37% | 11.11% |
| 3 Year | 23.8% | 19.88% |
| 5 Year | 42.23% | 19.88% |
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Franklin India Balanced Advantage Fund- Growth |
|---|---|---|
| 1 Year | 13.79% | 16.35% |
| 3 Year | 32.93% | 22.03% |
| 5 Year | 45.24% | 22.03% |
| 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 | 0.78% | - |
| Beta | 0.89% | - |
| Alpha | 2.26% | - |
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| 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 |
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
Franklin India Balanced Advantage Fund- Growth |
|---|---|---|
| Others | 23.54 | 34.73 |
| Large Cap | 47.16 | 51.27 |
| Mid Cap | 7.19 | 5.68 |
| Small Cap | 3.17 | 8.34 |
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
Franklin India Balanced Advantage Fund- Growth |
|---|---|---|
| Others | 18.04 | 15.58 |
| Capital Goods | 1.95 | 3.74 |
| Financial | 19.29 | 25.25 |
| Consumer Staples | 5.1 | 2.51 |
| Automobile | 4.27 | 2.84 |
| Materials | 2.42 | 1.62 |
| Healthcare | 2.88 | 4.09 |
| Energy | 6.43 | 6.35 |
| Consumer Discretionary | 1.45 | 2.79 |
| Metals & Mining | 1.68 | 0.65 |
| Technology | 4.01 | 6.47 |
| Communication | 4.11 | 4.51 |
| Services | 0.28 | 7.14 |
| Construction | 2.06 | 3.44 |
| Sovereign | 6.39 | 12.08 |
| Chemicals | 0.25 | - |
| Diversified | 0.45 | - |
| Insurance | - | 0.96 |
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