Franklin India Balanced Advantage Fund vs Baroda BNP Paribas Balanced Advantage Fund compare
Franklin India Balanced Advantage Fund- Growth
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Chart Comparison
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) | ₹2748 Cr | ₹4424 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
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 | -1.19% | -2.67% |
6 Month | 7.68% | 11.74% |
1 Year | 2.2% | 1.25% |
3 Year | - | 13.58% |
5 Year | - | 13.48% |
SIP Return Analysis
Scheme Name | Franklin India Balanced Advantage Fund- Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
6 Month | 0.4% | -0.01% |
1 Year | 4.11% | 4.04% |
3 Year | - | 11.66% |
5 Year | - | 12.1% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Balanced Advantage Fund- Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
1 Year | 18.8% | 14.36% |
3 Year | - | 14.5% |
5 Year | - | 15.98% |
Risk Management
Scheme Name | Franklin India Balanced Advantage Fund- Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Standard Deviation | - | 9.22% |
Sharp | - | 0.88% |
Beta | - | - |
Alpha | - | - |
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 | 34.57 | 33.32 |
Large Cap | 49.55 | 40.3 |
Mid Cap | 6.41 | 15.9 |
Small Cap | 9.47 | 10.48 |
Sector Allocation
Scheme Name |
Franklin India Balanced Advantage Fund- Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Others | 34.57 | 23.44 |
Energy | 3.18 | 5.49 |
Technology | 5.28 | 5.23 |
Industrials | 6.89 | 10.58 |
Consumer Defensive | 2.97 | 3.66 |
Financial Services | 19.85 | 25.87 |
Healthcare | 4.32 | 6.74 |
Basic Materials | 3.98 | 1.38 |
Consumer Cyclical | 10.45 | 7.88 |
Communication Services | 3.97 | 4.64 |
Utilities | 3.94 | 1.42 |
Real Estate | 0.59 | 3.67 |
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