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) | ₹2352 Cr | ₹60347 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 | 1.48 |
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 | 2.19% | 3.11% |
6 Month | 1.55% | 2.79% |
1 Year | 8.33% | 9.91% |
3 Year | - | 12.95% |
5 Year | - | 16.36% |
SIP Return Analysis
Scheme Name | Franklin India Balanced Advantage Fund- Growth | ICICI Prudential Balanced Advantage Fund - Growth |
---|---|---|
6 Month | 1.82% | 3.47% |
1 Year | 3.43% | 6.72% |
3 Year | - | 13.18% |
5 Year | - | 13.22% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Balanced Advantage Fund- Growth | ICICI Prudential Balanced Advantage Fund - Growth |
---|---|---|
1 Year | 21.95% | 11.05% |
3 Year | - | 11.77% |
5 Year | - | 12.39% |
Risk Management
Scheme Name | Franklin India Balanced Advantage Fund- Growth | ICICI Prudential Balanced Advantage Fund - Growth |
---|---|---|
Standard Deviation | - | 4.42% |
Sharp | - | 0.74% |
Beta | - | 0.69% |
Alpha | - | 2.58% |
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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 | 33.89 | 50.87 |
Large Cap | 47.44 | 59.33 |
Mid Cap | 8.31 | 5.71 |
Small Cap | 10.37 | 0.93 |
Sector Allocation
Scheme Name |
Franklin India Balanced Advantage Fund- Growth |
ICICI Prudential Balanced Advantage Fund - Growth |
---|---|---|
Others | 34.49 | 50.61 |
Energy | 3.72 | 3.73 |
Technology | 6.52 | 6.35 |
Industrials | 7.65 | 5.43 |
Consumer Defensive | 3.28 | 4.85 |
Financial Services | 18.96 | 19.55 |
Healthcare | 3.86 | 3.1 |
Basic Materials | 3.4 | 4.97 |
Communication Services | 4.05 | 2.6 |
Utilities | 3.23 | 1.76 |
Consumer Cyclical | 10.13 | 13.79 |
Real Estate | 0.71 | 0.09 |
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