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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) | ₹2779 Cr | ₹66751 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 | 1% | 1.37% |
| 6 Month | 3.67% | 6.51% |
| 1 Year | 6.98% | 11.56% |
| 3 Year | 12.78% | 13.34% |
| 5 Year | - | 13.61% |
SIP Return Analysis
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| 6 Month | 1.25% | 2.63% |
| 1 Year | 7.44% | 13.27% |
| 3 Year | 11.21% | 12.92% |
| 5 Year | - | 12.57% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| 1 Year | 16.44% | 10.81% |
| 3 Year | 12.69% | 11.93% |
| 5 Year | - | 12.58% |
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% | 1.26% |
| Beta | 0.88% | 0.77% |
| Alpha | 1.39% | 2.73% |
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 | 33.72 | 34.29 |
| Large Cap | 50.39 | 59.24 |
| Mid Cap | 6.9 | 5.09 |
| Small Cap | 8.99 | 1.37 |
Sector Allocation
| Scheme Name |
Franklin India Balanced Advantage Fund- Growth |
ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| Others | 33.72 | 28.53 |
| Energy | 3.08 | 4.24 |
| Technology | 4.98 | 6.89 |
| Industrials | 7.44 | 6.33 |
| Consumer Defensive | 3.22 | 4.67 |
| Financial Services | 20.23 | 18.73 |
| Healthcare | 4.49 | 2.69 |
| Basic Materials | 4.35 | 4.32 |
| Consumer Cyclical | 8.73 | 14.07 |
| Communication Services | 4.78 | 3.16 |
| Utilities | 4.43 | 1.71 |
| Real Estate | 0.54 | 4.67 |
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