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) ₹2738 Cr ₹2268 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 1.3% 1.71%
6 Month 8.93% 9.56%
1 Year 3.38% 2.76%
3 Year 13.22% 10.62%
5 Year - 10.48%

SIP Return Analysis

Scheme Name Franklin India Balanced Advantage Fund- Growth BANDHAN Balanced Advantage Fund Regular Plan Growth
6 Month 1.72% 2.31%
1 Year 7.17% 7.76%
3 Year 12.03% 10.64%
5 Year - 9.76%

Rolling Lumpsum Returns

Scheme Name Franklin India Balanced Advantage Fund- Growth BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Year 18.8% 8.84%
3 Year - 8.65%
5 Year - 9.15%

Risk Management

Scheme Name Franklin India Balanced Advantage Fund- Growth BANDHAN Balanced Advantage Fund Regular Plan Growth
Standard Deviation - 6.58%
Sharp - 0.45%
Beta - -
Alpha - -

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 34.74 23.67
Large Cap 49.51 57.02
Mid Cap 6.39 10.12
Small Cap 9.36 9.19

Sector Allocation

Scheme Name

Franklin India Balanced Advantage Fund- Growth

BANDHAN Balanced Advantage Fund Regular Plan Growth

Others 34.74 17.86
Energy 3.11 3.24
Technology 5.37 12.59
Industrials 6.9 6.15
Consumer Defensive 3.04 7.39
Financial Services 19.11 23.85
Healthcare 4.36 7.14
Basic Materials 4.01 3.62
Consumer Cyclical 10.88 9.13
Communication Services 4 5.88
Utilities 3.91 1.54
Real Estate 0.57 1.6

Top Comparisons

Nippon India Corporate Bond Fund - Growth Plan - Growth Option Nippon India Corporate Bond Fund - Growth Plan - Growth Option

3Y Returns7.84%

VS

Axis Corporate Bond Fund - Regular Plan Growth Axis Corporate Bond Fund - Regular Plan Growth

3Y Returns7.52%

Compare Now

SBI Midcap Fund - Regular Plan - Growth SBI Midcap Fund - Regular Plan - Growth

3Y Returns14.79%

VS

Aditya Birla Sun Life MidCap Fund-Growth Aditya Birla Sun Life MidCap Fund-Growth

3Y Returns18.86%

Compare Now

DSP Small Cap Fund - Regular - Growth DSP Small Cap Fund - Regular - Growth

3Y Returns20%

VS

Quant Small Cap Fund Regular Growth Quant Small Cap Fund Regular Growth

3Y Returns23.94%

Compare Now

ICICI Prudential Banking and Financial Services Fund -  Growth ICICI Prudential Banking and Financial Services Fund - Growth

3Y Returns14.9%

VS

HDFC Banking and Financial Services Fund - Growth Option HDFC Banking and Financial Services Fund - Growth Option

3Y Returns15.29%

Compare Now
Add to Cart Successfully