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) | ₹2738 Cr | ₹4362 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 | 0.64% | 1.21% |
6 Month | 5.53% | 9.24% |
1 Year | 3.68% | 3.62% |
3 Year | 13.5% | 14.84% |
5 Year | - | 14.2% |
SIP Return Analysis
Scheme Name | Franklin India Balanced Advantage Fund- Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
6 Month | 1.14% | 2.02% |
1 Year | 7.59% | 11.64% |
3 Year | 11.66% | 12.97% |
5 Year | - | 12.73% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Balanced Advantage Fund- Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
1 Year | 16.44% | 13.93% |
3 Year | 12.69% | 14.44% |
5 Year | - | 15.82% |
Risk Management
Scheme Name | Franklin India Balanced Advantage Fund- Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Standard Deviation | 6.50% | 9.31% |
Sharp | 0.91% | 0.75% |
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 | 34.74 | 26.99 |
Large Cap | 49.51 | 45.99 |
Mid Cap | 6.39 | 17.09 |
Small Cap | 9.36 | 9.93 |
Sector Allocation
Scheme Name |
Franklin India Balanced Advantage Fund- Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Others | 34.74 | 16.73 |
Energy | 3.11 | 4.96 |
Technology | 5.37 | 6.69 |
Industrials | 6.9 | 10.7 |
Consumer Defensive | 3.04 | 5.4 |
Financial Services | 19.11 | 26.34 |
Healthcare | 4.36 | 6.6 |
Basic Materials | 4.01 | 2.45 |
Consumer Cyclical | 10.88 | 9.48 |
Communication Services | 4 | 4.81 |
Utilities | 3.91 | 1.87 |
Real Estate | 0.57 | 3.97 |
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