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) | ₹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 |
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