Franklin India Balanced Advantage Fund vs Edelweiss Balanced Advantage Fund compare

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Franklin India Balanced Advantage Fund- Growth

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Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹2885 Cr	₹13376 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

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Month	-2.59%	-2.88%
6 Month	-1.66%	0.59%
1 Year	4.16%	6.31%
3 Year	11.68%	11.8%
5 Year	-	10.7%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
6 Month	-2.02%	-1%
1 Year	-0.23%	3.21%
3 Year	7.98%	8.36%
5 Year	-	9.7%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Year	13.45%	9.12%
3 Year	12.8%	11.75%
5 Year	-	11.53%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Standard Deviation	5.84%	7.27%
Sharp	1.02%	0.86%
Beta	0.85%	1.12%
Alpha	2.05%	0.9%

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

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Others	34.87	24.63
Large Cap	50.83	57.38
Small Cap	7.52	4.7
Mid Cap	6.78	13.3

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Others	34.43	20.05
Energy	3.66	5.92
Technology	4.53	8.53
Industrials	8.71	6.19
Consumer Defensive	3.8	4.57
Financial Services	20.48	25.56
Healthcare	4.15	6.59
Basic Materials	3.85	5.64
Consumer Cyclical	7.33	11.19
Communication Services	4.66	3.68
Utilities	3.67	1.47
Real Estate	0.74	0.62