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Franklin India Balanced Advantage Fund vs Baroda BNP Paribas Balanced Advantage Fund compare

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tortoise-icon Franklin India Balanced Advantage Fund- Growth

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tortoise-icon Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

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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 Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Fund Franklin India Balanced Advantage Fund- Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2885 Cr ₹4748 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹250
Min Addl Investment ₹1000 ₹1000
Launch Date 06 Sep 2022 13 Nov 2018
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% 173%
Expense Ratio 1.97 1.89
Manager Sandeep Manam Miten Vora
ISIN Code INF090I01WN2 INF955L01HC4
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 Data not available./365

Trailing Lumpsum Returns

Scheme Name Franklin India Balanced Advantage Fund- Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Month -1.94% -2.43%
6 Month -1.12% -0.99%
1 Year 4.73% 7.95%
3 Year 11.84% 13.08%
5 Year - 11.26%

SIP Return Analysis

Scheme Name Franklin India Balanced Advantage Fund- Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
6 Month -0.41% 0.77%
1 Year 3.84% 9.18%
3 Year 9.17% 11.18%
5 Year - 11.91%

Rolling Lumpsum Returns

Scheme Name Franklin India Balanced Advantage Fund- Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Year 13.45% 13.07%
3 Year 12.8% 14.39%
5 Year - 15.56%

Risk Management

Scheme Name Franklin India Balanced Advantage Fund- Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Standard Deviation 5.84% 8.78%
Sharp 1.02% 0.9%
Beta 0.85% 1.29%
Alpha 2.05% 1.58%

Fund Managers

Scheme Name Franklin India Balanced Advantage Fund- Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Name Sandeep Manam Miten Vora
Total AUM ₹74256 Cr ₹6478 Cr
Funds Managed 20 6
Franklin India Balanced Advantage Fund- Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Market Cap

Scheme Name

Franklin India Balanced Advantage Fund- Growth

Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Others 34.87 31.46
Large Cap 50.83 41.95
Small Cap 7.52 8
Mid Cap 6.78 18.6

Sector Allocation

Scheme Name

Franklin India Balanced Advantage Fund- Growth

Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Others 34.43 23.56
Energy 3.66 5.02
Technology 4.53 6.67
Industrials 8.71 10.1
Consumer Defensive 3.8 7.02
Financial Services 20.48 21.44
Healthcare 4.15 5.48
Basic Materials 3.85 3.03
Consumer Cyclical 7.33 12.24
Communication Services 4.66 2.66
Utilities 3.67 1.04
Real Estate 0.74 1.74

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