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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) | ₹2841 Cr | ₹13239 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 | - | 0.65% |
| 6 Month | 2.39% | 4.62% |
| 1 Year | 3.73% | 4.66% |
| 3 Year | 11.96% | 11.72% |
| 5 Year | - | 12.32% |
SIP Return Analysis
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.75% | 3.28% |
| 1 Year | 8.48% | 12.55% |
| 3 Year | 11.42% | 11.61% |
| 5 Year | - | 11.48% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.44% | 9.2% |
| 3 Year | 12.69% | 11.71% |
| 5 Year | - | 11.5% |
Risk Management
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 6.48% | 8.03% |
| Sharp | 0.90% | 0.69% |
| Beta | 0.88% | 1.13% |
| Alpha | 1.39% | -0.20% |
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 | 33.24 | 23.07 |
| Large Cap | 50.97 | 56.28 |
| Mid Cap | 6.68 | 14.37 |
| Small Cap | 9.11 | 6.28 |
Sector Allocation
| Scheme Name |
Franklin India Balanced Advantage Fund- Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 33.24 | 19.18 |
| Energy | 3.36 | 4.81 |
| Technology | 4.35 | 9.05 |
| Industrials | 7.45 | 6.55 |
| Consumer Defensive | 3.88 | 3.62 |
| Financial Services | 20.38 | 27.51 |
| Healthcare | 4.51 | 6.22 |
| Basic Materials | 4.46 | 4.95 |
| Consumer Cyclical | 8.65 | 10.64 |
| Communication Services | 4.94 | 3.91 |
| Utilities | 4.48 | 3.04 |
| Real Estate | 0.31 | 0.53 |
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