Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon Franklin India Balanced Advantage Fund- Growth

Invest Now

tortoise-icon BANDHAN Balanced Advantage Fund Regular Plan Growth

Invest Now

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) ₹2352 Cr ₹2193 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 2.19% 1.98%
6 Month 1.55% 0.44%
1 Year 8.33% 7.54%
3 Year - 10.23%
5 Year - 12.19%

SIP Return Analysis

Scheme Name Franklin India Balanced Advantage Fund- Growth BANDHAN Balanced Advantage Fund Regular Plan Growth
6 Month 1.82% 1.8%
1 Year 3.43% 3.11%
3 Year - 11.18%
5 Year - 10.15%

Rolling Lumpsum Returns

Scheme Name Franklin India Balanced Advantage Fund- Growth BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Year 21.95% 9.02%
3 Year - 8.54%
5 Year - 8.78%

Risk Management

Scheme Name Franklin India Balanced Advantage Fund- Growth BANDHAN Balanced Advantage Fund Regular Plan Growth
Standard Deviation - 7.606%
Sharp - 0.199%
Beta - -
Alpha - -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 33.89 16.93
Large Cap 47.44 63.97
Mid Cap 8.31 8
Small Cap 10.37 11.1

Sector Allocation

Scheme Name

Franklin India Balanced Advantage Fund- Growth

BANDHAN Balanced Advantage Fund Regular Plan Growth

Others 34.49 16.17
Energy 3.72 3.15
Technology 6.52 12.95
Industrials 7.65 4.74
Consumer Defensive 3.28 6.86
Financial Services 18.96 25.51
Healthcare 3.86 7.43
Basic Materials 3.4 6.1
Communication Services 4.05 4.98
Utilities 3.23 1.15
Consumer Cyclical 10.13 9.51
Real Estate 0.71 1.46

Top Comparisons

Kotak Equity Savings Fund - Regular - Growth Kotak Equity Savings Fund - Regular - Growth

3Y Returns10.89%

VS

Edelweiss Equity Savings Fund - Regular Plan - Growth Option Edelweiss Equity Savings Fund - Regular Plan - Growth Option

3Y Returns10.28%

Compare Now

ICICI Prudential Focused Equity Fund - Growth ICICI Prudential Focused Equity Fund - Growth

3Y Returns22.17%

VS

Nippon India Focused Equity Fund -Growth Plan -Growth Option Nippon India Focused Equity Fund -Growth Plan -Growth Option

3Y Returns13.76%

Compare Now

HDFC Mid-Cap Opportunities Fund - Growth Plan HDFC Mid-Cap Opportunities Fund - Growth Plan

3Y Returns24.4%

VS

HSBC Midcap Fund - Regular Growth HSBC Midcap Fund - Regular Growth

3Y Returns19.94%

Compare Now

Mahindra Manulife Focused Fund - Regular Plan - Growth Mahindra Manulife Focused Fund - Regular Plan - Growth

3Y Returns19.57%

VS

DSP Focus Fund - Regular Plan - Growth DSP Focus Fund - Regular Plan - Growth

3Y Returns17.68%

Compare Now
Add to Cart Successfully