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) ₹2352 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 2.01
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 -2.67% -3.48%
6 Month 0.68% 0.38%
1 Year 12.03% 11.29%
3 Year - 7.82%
5 Year - 10.21%

SIP Return Analysis

Scheme Name Franklin India Balanced Advantage Fund- Growth BANDHAN Balanced Advantage Fund Regular Plan Growth
6 Month - -
1 Year 6.05% 5.46%
3 Year - 11.33%
5 Year - 10.69%

Rolling Lumpsum Returns

Scheme Name Franklin India Balanced Advantage Fund- Growth BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Year 23.46% 8.89%
3 Year - 8.51%
5 Year - 8.42%

Risk Management

Scheme Name Franklin India Balanced Advantage Fund- Growth BANDHAN Balanced Advantage Fund Regular Plan Growth
Standard Deviation 5.84% 6.89%
Sharp - 0.48%
Beta - 0.84%
Alpha - -0.51%

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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 21.1 -21.01
Large Cap 48.44 64.36
Mid Cap 6.41 9.73
Small Cap 10.97 8.27

Sector Allocation

Scheme Name

Franklin India Balanced Advantage Fund- Growth

BANDHAN Balanced Advantage Fund Regular Plan Growth

Others 21.1 -21.01
Petroleum Products 3.15 3.2
IT - Software 6.61 9.6
Cement & Cement Products 1.72 1.03
Construction 3 2.69
Finance 0.74 8.63
Diversified FMCG 0.97 2.42
Banks 16.26 14.55
Pharmaceuticals & Biotechnology 2.66 4.45
Ferrous Metals 1.05 0.85
Healthcare Services 1.42 2.19
Telecom - Services 4.02 3.83
Gas 1.11 0.53
Industrial Products 1 -
Automobiles 3.23 4.93
Agricultural Food & other Products 0.74 -
Oil 0.68 0.29
Aerospace & Defense 1.03 0.59
Consumer Durables 2.28 0.64
Financial Technology (Fintech) 1.19 1.02
Capital Markets 0.45 0.92
Chemicals & Petrochemicals 1.05 0.37
Power 1.66 1.74
Retailing 1.23 4.71
Insurance 1.02 1.42
Leisure Services 2.72 0.37
Realty 0.35 1.43
Beverages 1.6 2.55
Auto Components 1.54 1.27
Textiles & Apparels 0.64 -
Commercial Services & Supplies 0.7 -
Industrial Manufacturing - 0.37
Electrical Equipment - 1.73
Personal Products - 1.39
Transport Services - 0.78
Diversified Metals - 1.19
Entertainment - 0.1
Food Products - 0.11
Fertilizers & Agrochemicals - 0.47

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