- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Retirement Corpus & Investment Amount
Child's Future Calculator Child Future Corpus & Invesment Amount
All Calculator All Financial Calculators at your Fingertips
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹7239 Cr | ₹2352 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 | 4.28% | 3.05% |
| 6 Month | -4.86% | -2.91% |
| 1 Year | 8.53% | 7.24% |
| 3 Year | 10.85% | - |
| 5 Year | 17.33% | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Franklin India Balanced Advantage Fund- Growth |
|---|---|---|
| 6 Month | 0.31% | -0.89% |
| 1 Year | 2.16% | 0.8% |
| 3 Year | 12.26% | - |
| 5 Year | 12.19% | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Franklin India Balanced Advantage Fund- Growth |
|---|---|---|
| 1 Year | 11.38% | 21.95% |
| 3 Year | 11.47% | - |
| 5 Year | 11.16% | - |
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% | - |
| Sharp | 0.49% | - |
| Beta | 0.94% | - |
| Alpha | 1.14% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 35.45 | 33.89 |
| Large Cap | 46.21 | 47.44 |
| Mid Cap | 14.07 | 8.31 |
| Small Cap | 4.27 | 10.37 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
Franklin India Balanced Advantage Fund- Growth |
|---|---|---|
| Others | 30.05 | 34.49 |
| Communication Services | 1.9 | 4.05 |
| Energy | 6.22 | 3.72 |
| Industrials | 9.12 | 7.65 |
| Technology | 6.36 | 6.52 |
| Basic Materials | 6.73 | 3.4 |
| Consumer Defensive | 4.34 | 3.28 |
| Financial Services | 19.46 | 18.96 |
| Consumer Cyclical | 6.79 | 10.13 |
| Healthcare | 4.44 | 3.86 |
| Real Estate | 2.03 | 0.71 |
| Utilities | 2.55 | 3.23 |
Top Comparisons
Mahindra Manulife Consumption Fund- Regular Plan - Growth
3Y Returns14.37%
Nippon India Consumption Fund-Growth Plan-Growth Option
3Y Returns16.73%
Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G)
3Y Returns0%
UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH
3Y Returns6.03%
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option
3Y Returns13.4%
ICICI Prudential Asset Allocator Fund (FOF) - Growth
3Y Returns12.83%
Franklin India Corporate Debt Fund - Growth
3Y Returns6.17%
HSBC Corporate Bond Fund - Regular Growth
3Y Returns6.16%
