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) | ₹2748 Cr | ₹12792 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 | -0.29% | -0.57% |
6 Month | 6.82% | 7.21% |
1 Year | 4.26% | 1.26% |
3 Year | - | 11.29% |
5 Year | - | 13.75% |
SIP Return Analysis
Scheme Name | Franklin India Balanced Advantage Fund- Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.91% | 1.83% |
1 Year | 5.35% | 3.41% |
3 Year | - | 10.51% |
5 Year | - | 10.93% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Balanced Advantage Fund- Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 18.8% | 9.41% |
3 Year | - | 11.57% |
5 Year | - | 11.37% |
Risk Management
Scheme Name | Franklin India Balanced Advantage Fund- Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | - | 8.14% |
Sharp | - | 0.68% |
Beta | - | - |
Alpha | - | - |
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 | 34.57 | 21.88 |
Large Cap | 49.55 | 57.12 |
Mid Cap | 6.41 | 14.88 |
Small Cap | 9.47 | 6.13 |
Sector Allocation
Scheme Name |
Franklin India Balanced Advantage Fund- Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 34.57 | 18.78 |
Energy | 3.18 | 5.59 |
Technology | 5.28 | 8.14 |
Industrials | 6.89 | 6.18 |
Consumer Defensive | 2.97 | 5.64 |
Financial Services | 19.85 | 25.67 |
Healthcare | 4.32 | 8.89 |
Basic Materials | 3.98 | 4.38 |
Consumer Cyclical | 10.45 | 8.95 |
Communication Services | 3.97 | 3.12 |
Utilities | 3.94 | 3.78 |
Real Estate | 0.59 | 0.88 |
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