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Franklin India Balanced Advantage Fund vs Aditya Birla Sun Life Balanced Advantage Fund compare

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tortoise-icon Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

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tortoise-icon Franklin India Balanced Advantage Fund- Growth

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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 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 2.98% 2.08%
6 Month 0.4% 0.19%
1 Year 12.17% 9.8%
3 Year 12.23% -
5 Year 16.39% -

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Franklin India Balanced Advantage Fund- Growth
6 Month 2.37% 1.29%
1 Year 4.53% 3.08%
3 Year 12.77% -
5 Year 12.35% -

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 0.51% -
Beta 0.97% -
Alpha 1.72% -

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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 24.06 33.89
Large Cap 48.66 47.44
Mid Cap 15.42 8.31
Small Cap 4.32 10.37

Sector Allocation

Scheme Name

Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

Franklin India Balanced Advantage Fund- Growth

Others 19.59 34.49
Telecom - Services 1.65 -
Petroleum Products 4.64 -
Electrical Equipment 1.48 -
IT - Software 6 -
Cement & Cement Products 1.57 -
Personal Products 1.83 -
Construction 1.84 -
Finance 5.05 -
Retailing 2.5 -
Banks 14.92 -
Diversified FMCG 0.94 -
Pharmaceuticals & Biotechnology 3.48 -
Non - Ferrous Metals 1.56 -
Realty 2.67 -
Healthcare Services 0.96 -
Aerospace & Defense 0.28 -
Auto Components 3.04 -
Ferrous Metals 1.38 -
Automobiles 1.59 -
Industrial Products 1.44 -
Insurance 2.47 -
Consumer Durables 1.35 -
Transport Infrastructure 1.89 -
Diversified Metals 0.66 -
Oil 0.58 -
Power 2.26 -
Fertilizers & Agrochemicals 0.53 -
Leisure Services 0.4 -
Metals & Minerals Trading 0.13 -
Consumable Fuels 0.31 -
Minerals & Mining 0.58 -
Transport Services 0.66 -
Chemicals & Petrochemicals 0.83 -
Beverages 1.4 -
Energy - 3.72
Technology - 6.52
Industrials - 7.65
Consumer Defensive - 3.28
Financial Services - 18.96
Healthcare - 3.86
Basic Materials - 3.4
Communication Services - 4.05
Utilities - 3.23
Consumer Cyclical - 10.13
Real Estate - 0.71

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