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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) | ₹2738 Cr | ₹13047 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 | -1.04% | -1.58% |
| 6 Month | 5.45% | 5.34% |
| 1 Year | 4.09% | 0.75% |
| 3 Year | - | 11.4% |
| 5 Year | - | 13.59% |
SIP Return Analysis
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.22% | 1.94% |
| 1 Year | 4.55% | 1.86% |
| 3 Year | - | 9.95% |
| 5 Year | - | 10.6% |
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 | 34.39 | 22.7 |
| Large Cap | 50.17 | 56.05 |
| Small Cap | 9.57 | 6.77 |
| Mid Cap | 5.88 | 14.48 |
Sector Allocation
| Scheme Name |
Franklin India Balanced Advantage Fund- Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 34.39 | 19.75 |
| Energy | 3.44 | 5.86 |
| Technology | 6.31 | 8.67 |
| Industrials | 6.83 | 5.68 |
| Consumer Defensive | 3.01 | 5.46 |
| Financial Services | 19.56 | 25.97 |
| Healthcare | 4.23 | 8.2 |
| Basic Materials | 3.44 | 4.39 |
| Communication Services | 4.14 | 3.26 |
| Utilities | 3.52 | 2.95 |
| Consumer Cyclical | 10.51 | 8.97 |
| Real Estate | 0.61 | 0.83 |
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