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 Moderately High
Asset Size (Cr) ₹1554 Cr ₹2348 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 06 Sep 2022 05 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 2.05 1.94
Manager Sandeep Manam Ritika Behera
ISIN Code INF090I01WN2 INF194KA1UE8
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 For units in excess of 10% of the investment,1% will be charged for redemption within 1 year/365

Trailing Lumpsum Returns

Scheme Name Franklin India Balanced Advantage Fund- Growth BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Month 2.87% 3.24%
6 Month 12.11% 11.27%
1 Year 26.63% 19.73%
3 Year - 10.39%
5 Year - 11.59%

SIP Return Analysis

Scheme Name Franklin India Balanced Advantage Fund- Growth BANDHAN Balanced Advantage Fund Regular Plan Growth
6 Month - -
1 Year 11.11% 8.96%
3 Year 19.88% 19.58%
5 Year 19.88% 33.63%

Rolling Lumpsum Returns

Scheme Name Franklin India Balanced Advantage Fund- Growth BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Year 16.35% 11.44%
3 Year 22.03% 26.27%
5 Year 22.03% 36.2%

Risk Management

Scheme Name Franklin India Balanced Advantage Fund- Growth BANDHAN Balanced Advantage Fund Regular Plan Growth
Standard Deviation 5.84% 6.89%
Sharp - 0.45%
Beta - 0.82%
Alpha - 0.43%

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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
Fund Manage 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 34.73 23.59
Large Cap 51.27 61.82
Small Cap 8.34 5.65
Mid Cap 5.68 8.94

Sector Allocation

Scheme Name

Franklin India Balanced Advantage Fund- Growth

BANDHAN Balanced Advantage Fund Regular Plan Growth

Sovereign 12.08 11.83
Others 15.58 38.74
Financial 25.25 18.8
Construction 3.44 2.73
Technology 6.47 1.72
Energy 6.35 5.75
Communication 4.51 1.22
Capital Goods 3.74 2.93
Automobile 2.84 4.06
Services 7.14 4.22
Healthcare 4.09 2
Consumer Staples 2.51 2.87
Consumer Discretionary 2.79 0
Insurance 0.96 -0.01
Metals & Mining 0.65 1.82
Materials 1.62 0.72
Diversified - 0.61
Chemicals - -0.01

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