- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Franklin India Balanced Advantage Fund vs ICICI Prudential Balanced Advantage Fund compare
Franklin India Balanced Advantage Fund- Growth
ICICI Prudential Balanced Advantage Fund - Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| Fund | Franklin India Balanced Advantage Fund- Growth | ICICI Prudential Balanced Advantage Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2841 Cr | ₹68450 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 06 Sep 2022 | 30 Dec 2006 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | CRISIL Hybrid 50+50 Moderate Index |
| Turn Over | 160.29% | 16% |
| Expense Ratio | 1.97 | 1.44 |
| Manager | Sandeep Manam | Sharmila D'mello |
| ISIN Code | INF090I01WN2 | INF109K01BH2 |
| 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 | ICICI Prudential Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| 1 Month | 0.26% | 1.74% |
| 6 Month | 2.33% | 6.24% |
| 1 Year | 3.62% | 10.42% |
| 3 Year | 12.09% | 13.43% |
| 5 Year | - | 13.22% |
SIP Return Analysis
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| 6 Month | 1.64% | 3.75% |
| 1 Year | 8.19% | 15.71% |
| 3 Year | 11.05% | 13.57% |
| 5 Year | - | 12.98% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| 1 Year | 16.44% | 10.84% |
| 3 Year | 12.69% | 11.95% |
| 5 Year | - | 12.6% |
Risk Management
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| Standard Deviation | 6.48% | 4.42% |
| Sharp | 0.90% | 1.3% |
| Beta | 0.88% | 0.8% |
| Alpha | 1.39% | 3.18% |
Fund Managers
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| Name | Sandeep Manam | Sharmila D'mello |
| Total AUM | ₹74256 Cr | ₹354743 Cr |
| Funds Managed | 20 | 35 |
| Franklin India Balanced Advantage Fund- Growth | ICICI Prudential Balanced Advantage Fund - Growth |
Market Cap
| Scheme Name |
Franklin India Balanced Advantage Fund- Growth |
ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| Others | 33.24 | 17.29 |
| Large Cap | 50.97 | 59.12 |
| Mid Cap | 6.68 | 5.61 |
| Small Cap | 9.11 | 1.68 |
Sector Allocation
| Scheme Name |
Franklin India Balanced Advantage Fund- Growth |
ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| Others | 33.24 | 13.01 |
| Energy | 3.36 | - |
| Technology | 4.35 | - |
| Industrials | 7.45 | - |
| Consumer Defensive | 3.88 | - |
| Financial Services | 20.38 | - |
| Healthcare | 4.51 | - |
| Basic Materials | 4.46 | - |
| Consumer Cyclical | 8.65 | - |
| Communication Services | 4.94 | - |
| Utilities | 4.48 | - |
| Real Estate | 0.31 | - |
| Telecom - Services | - | 2.79 |
| Petroleum Products | - | 3.8 |
| IT - Software | - | 7.01 |
| Construction | - | 2.6 |
| Insurance | - | 2.57 |
| Finance | - | 2.7 |
| Consumer Durables | - | 2.76 |
| Electrical Equipment | - | 0.18 |
| Diversified FMCG | - | 1.86 |
| Non - Ferrous Metals | - | 0.62 |
| Banks | - | 12.45 |
| Realty | - | 4.65 |
| Pharmaceuticals & Biotechnology | - | 2.3 |
| Cement & Cement Products | - | 0.72 |
| Leisure Services | - | 0.43 |
| Automobiles | - | 7.99 |
| Auto Components | - | 2.05 |
| Ferrous Metals | - | 0.33 |
| Units of Infrastructure Investment Trusts | - | 0.18 |
| Chemicals & Petrochemicals | - | 0.51 |
| Capital Markets | - | 0.54 |
| Retailing | - | 3.09 |
| Diversified Metals | - | 0.23 |
| Oil | - | 0.64 |
| Food Products | - | 1.42 |
| Personal Products | - | 0.13 |
| Industrial Products | - | 1.46 |
| Healthcare Services | - | 0.3 |
| Fertilizers & Agrochemicals | - | 1.07 |
| Transport Services | - | 1.57 |
| Power | - | 1.52 |
| Transport Infrastructure | - | 0.14 |
| Commercial Services & Supplies | - | 0.08 |
Top Comparisons
ICICI Prudential Equity Arbitrage Fund - Growth
3Y Returns7.12%
LIC MF Arbitrage Fund Regular - Growth
3Y Returns6.72%
Nippon India Low Duration Fund- Growth Plan - Growth Option
3Y Returns7.17%
UTI Low Duration Fund - Regular Plan - Growth Option
3Y Returns7.49%
ICICI Prudential Bond Fund - Growth
3Y Returns7.53%
Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option
3Y Returns6.51%
LIC MF Children's Gift Fund-Growth
3Y Returns9.95%
LIC MF Childrens Gift Fund-Regular Plan-Growth
3Y Returns9.95%
