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Franklin India Balanced Advantage Fund vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare

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tortoise-icon Franklin India Balanced Advantage Fund- Growth

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tortoise-icon BANDHAN Balanced Advantage 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 Balanced Advantage Fund- Growth BANDHAN Balanced Advantage Fund Regular Plan Growth
Fund Franklin India Balanced Advantage Fund- Growth BANDHAN Balanced Advantage Fund Regular Plan Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2841 Cr ₹2320 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 06 Sep 2022 10 Oct 2014
Category Dynamic Asset Allocation Dynamic Asset Allocation
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 Hybrid Composite debt 50:50 Index NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over 160.29% 24%
Expense Ratio 1.97 2.04
Manager Sandeep Manam Ritika Behera
ISIN Code INF090I01WN2 INF194KA1UE8
Exits Load 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 Bandhan 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 Franklin India Balanced Advantage Fund- Growth BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Month -0.33% -0.07%
6 Month 2.23% 3.65%
1 Year 3.14% 3.17%
3 Year 12.19% 10.87%
5 Year - 9.62%

SIP Return Analysis

Scheme Name Franklin India Balanced Advantage Fund- Growth BANDHAN Balanced Advantage Fund Regular Plan Growth
6 Month 1.04% 1.84%
1 Year 7.61% 9.87%
3 Year 10.74% 10.19%
5 Year - 9.58%

Rolling Lumpsum Returns

Scheme Name Franklin India Balanced Advantage Fund- Growth BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Year 16.44% 8.59%
3 Year 12.69% 8.77%
5 Year - 9.26%

Risk Management

Scheme Name Franklin India Balanced Advantage Fund- Growth BANDHAN Balanced Advantage Fund Regular Plan Growth
Standard Deviation 6.46% 6.54%
Sharp 0.83% 0.61%
Beta 0.88% 0.90%
Alpha 1.29% -0.14%

Fund Managers

Scheme Name Franklin India Balanced Advantage Fund- Growth BANDHAN Balanced Advantage Fund Regular Plan Growth
Name Sandeep Manam Ritika Behera
Total AUM ₹74256 Cr ₹43013 Cr
Funds Managed 20 19
Franklin India Balanced Advantage Fund- Growth BANDHAN Balanced Advantage Fund Regular Plan Growth

Market Cap

Scheme Name

Franklin India Balanced Advantage Fund- Growth

BANDHAN Balanced Advantage Fund Regular Plan Growth

Others 33.24 27.28
Large Cap 50.97 52.63
Mid Cap 6.68 11.63
Small Cap 9.11 8.46

Sector Allocation

Scheme Name

Franklin India Balanced Advantage Fund- Growth

BANDHAN Balanced Advantage Fund Regular Plan Growth

Others 33.24 20.43
Energy 3.36 3.56
Technology 4.35 8.77
Industrials 7.45 6.17
Consumer Defensive 3.88 5.97
Financial Services 20.38 25.8
Healthcare 4.51 6.41
Basic Materials 4.46 4.22
Consumer Cyclical 8.65 8.42
Communication Services 4.94 6.58
Utilities 4.48 1.66
Real Estate 0.31 2.01

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