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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) | ₹2779 Cr | ₹12899 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 | 1.53% | 1.76% |
| 6 Month | 4.17% | 5.87% |
| 1 Year | 6.26% | 5.48% |
| 3 Year | 12.98% | 12.28% |
| 5 Year | - | 13.85% |
SIP Return Analysis
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.08% | 3.19% |
| 1 Year | 8.59% | 11.14% |
| 3 Year | 11.75% | 11.42% |
| 5 Year | - | 11.33% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.44% | 9.28% |
| 3 Year | 12.69% | 11.58% |
| 5 Year | - | 11.45% |
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 | 33.72 | 24.5 |
| Large Cap | 50.39 | 55.37 |
| Mid Cap | 6.9 | 14.03 |
| Small Cap | 8.99 | 6.11 |
Sector Allocation
| Scheme Name |
Franklin India Balanced Advantage Fund- Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 33.72 | 20.45 |
| Energy | 3.08 | 4.53 |
| Technology | 4.98 | 8.83 |
| Industrials | 7.44 | 6.38 |
| Consumer Defensive | 3.22 | 3.63 |
| Financial Services | 20.23 | 26.87 |
| Healthcare | 4.49 | 6.59 |
| Basic Materials | 4.35 | 5.01 |
| Consumer Cyclical | 8.73 | 10.46 |
| Communication Services | 4.78 | 3.6 |
| Utilities | 4.43 | 3.12 |
| Real Estate | 0.54 | 0.52 |
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