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) | ₹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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