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) | ₹2779 Cr | ₹2263 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 | 1.32% | 1.48% |
| 6 Month | 4.12% | 4.31% |
| 1 Year | 5.64% | 5.41% |
| 3 Year | 13.47% | 11.01% |
| 5 Year | - | 10.51% |
SIP Return Analysis
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 6 Month | 1.5% | 1.88% |
| 1 Year | 8.24% | 8.62% |
| 3 Year | 11.9% | 10.64% |
| 5 Year | - | 9.84% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 1 Year | 16.44% | 8.72% |
| 3 Year | 12.69% | 8.7% |
| 5 Year | - | 9.19% |
Risk Management
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Standard Deviation | 6.50% | 6.49% |
| Sharp | 0.91% | 0.55% |
| 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 | 33.72 | 26.13 |
| Large Cap | 50.39 | 53.66 |
| Mid Cap | 6.9 | 10.71 |
| Small Cap | 8.99 | 9.5 |
Sector Allocation
| Scheme Name |
Franklin India Balanced Advantage Fund- Growth |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Others | 33.72 | 19.08 |
| Energy | 3.08 | 3.19 |
| Technology | 4.98 | 8.77 |
| Industrials | 7.44 | 6.16 |
| Consumer Defensive | 3.22 | 6.31 |
| Financial Services | 20.23 | 25.64 |
| Healthcare | 4.49 | 7.02 |
| Basic Materials | 4.35 | 4.21 |
| Consumer Cyclical | 8.73 | 9.68 |
| Communication Services | 4.78 | 6.33 |
| Utilities | 4.43 | 1.7 |
| Real Estate | 0.54 | 1.92 |
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