Franklin India Balanced Advantage Fund vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare
Franklin India Balanced Advantage Fund- Growth
BANDHAN Balanced Advantage Fund Regular Plan Growth
Chart Comparison
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 |
Top Comparisons
Kotak Multi Asset Omni FOF - Growth
3Y Returns18.47%
Motilal Oswal Asset Allocation FOF- A- Regular Growth
3Y Returns17.19%
LIC MF Banking & Financial Services Fund Regular-Growth
3Y Returns11.31%
LIC MF Banking And Financial Services Fund-Regular Plan-Growth
3Y Returns11.31%
Nippon India Banking & PSU Fund - Growth Plan - Growth Option
3Y Returns7.28%
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
3Y Returns7.26%
DSP US Specific Equity Omni FOF - Regular Plan - Growth
3Y Returns23.29%
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth
3Y Returns35.8%