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) | ₹2841 Cr | ₹4545 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 | 0.26% | 0.32% |
| 6 Month | 2.33% | 3.8% |
| 1 Year | 3.62% | 4.78% |
| 3 Year | 12.09% | 13.57% |
| 5 Year | - | 12.7% |
SIP Return Analysis
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 6 Month | 1.64% | 2.9% |
| 1 Year | 8.19% | 14.23% |
| 3 Year | 11.05% | 12.95% |
| 5 Year | - | 12.81% |
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% | 13.35% |
| 3 Year | 12.69% | 14.42% |
| 5 Year | - | 15.66% |
Risk Management
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Standard Deviation | 6.48% | 9.37% |
| Sharp | 0.90% | 0.77% |
| Beta | 0.88% | 1.29% |
| Alpha | 1.39% | 0.66% |
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 | 33.24 | 25.79 |
| Large Cap | 50.97 | 44.65 |
| Mid Cap | 6.68 | 19.6 |
| Small Cap | 9.11 | 9.95 |
Sector Allocation
| Scheme Name |
Franklin India Balanced Advantage Fund- Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 33.24 | 16.41 |
| Energy | 3.36 | 5.26 |
| Technology | 4.35 | 5.93 |
| Industrials | 7.45 | 10.2 |
| Consumer Defensive | 3.88 | 6.04 |
| Financial Services | 20.38 | 25.86 |
| Healthcare | 4.51 | 6.09 |
| Basic Materials | 4.46 | 3.03 |
| Consumer Cyclical | 8.65 | 11.56 |
| Communication Services | 4.94 | 4.31 |
| Utilities | 4.48 | 1.12 |
| Real Estate | 0.31 | 4.19 |
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