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Franklin India Balanced Advantage Fund vs Edelweiss Balanced Advantage Fund compare
Franklin India Balanced Advantage Fund- Growth
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Franklin India Balanced Advantage Fund- Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2352 Cr | ₹12238 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 06 Sep 2022 | 20 Aug 2009 |
| 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% | 81% |
| Expense Ratio | 1.97 | 1.69 |
| Manager | Sandeep Manam | Rahul Dedhia |
| ISIN Code | INF090I01WN2 | INF754K01285 |
| 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 | Edelweiss Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.24% | 1.25% |
| 6 Month | 0.89% | -0.34% |
| 1 Year | 6.93% | 4.16% |
| 3 Year | - | 14.25% |
| 5 Year | - | 15.41% |
SIP Return Analysis
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.52% | 4.64% |
| 1 Year | 7.48% | 4.54% |
| 3 Year | - | 12.04% |
| 5 Year | - | 11.96% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 19.81% | 9.54% |
| 3 Year | - | 11.43% |
| 5 Year | - | 11.32% |
Risk Management
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 8.045% |
| Sharp | - | 0.5% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Sandeep Manam | Rahul Dedhia |
| Total AUM | ₹74256 Cr | ₹31988 Cr |
| Funds Managed | 20 | 10 |
| Franklin India Balanced Advantage Fund- Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Franklin India Balanced Advantage Fund- Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 33.89 | 27.12 |
| Large Cap | 47.44 | 52.16 |
| Mid Cap | 8.31 | 13.82 |
| Small Cap | 10.37 | 6.9 |
Sector Allocation
| Scheme Name |
Franklin India Balanced Advantage Fund- Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 34.49 | 27.05 |
| Energy | 3.72 | 4.13 |
| Technology | 6.52 | 10.12 |
| Industrials | 7.65 | 3.8 |
| Consumer Defensive | 3.28 | 5.86 |
| Financial Services | 18.96 | 21.21 |
| Healthcare | 3.86 | 7.32 |
| Basic Materials | 3.4 | 2.38 |
| Communication Services | 4.05 | 2.28 |
| Utilities | 3.23 | 4.53 |
| Consumer Cyclical | 10.13 | 9.99 |
| Real Estate | 0.71 | 1.34 |
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