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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) | ₹2885 Cr | ₹70535 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 | -1.94% | -1.51% |
| 6 Month | -0.78% | 3.71% |
| 1 Year | 5.25% | 11.96% |
| 3 Year | 11.95% | 13.19% |
| 5 Year | - | 12.2% |
SIP Return Analysis
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| 6 Month | -0.41% | 1.7% |
| 1 Year | 3.84% | 11.35% |
| 3 Year | 9.17% | 12.25% |
| 5 Year | - | 12.28% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| 1 Year | 13.45% | 10.85% |
| 3 Year | 12.8% | 11.98% |
| 5 Year | - | 12.61% |
Risk Management
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| Standard Deviation | 5.84% | 4.42% |
| Sharp | 1.02% | 1.35% |
| Beta | 0.85% | 0.8% |
| Alpha | 2.05% | 3.14% |
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 | 34.87 | 34.35 |
| Large Cap | 50.83 | 58.52 |
| Small Cap | 7.52 | 1.45 |
| Mid Cap | 6.78 | 5.67 |
Sector Allocation
| Scheme Name |
Franklin India Balanced Advantage Fund- Growth |
ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| Others | 34.43 | 28.44 |
| Energy | 3.66 | 4.07 |
| Technology | 4.53 | 7.87 |
| Industrials | 8.71 | 6.43 |
| Consumer Defensive | 3.8 | 4.27 |
| Financial Services | 20.48 | 18.19 |
| Healthcare | 4.15 | 2.27 |
| Basic Materials | 3.85 | 4.4 |
| Consumer Cyclical | 7.33 | 15.24 |
| Communication Services | 4.66 | 2.62 |
| Utilities | 3.67 | 1.7 |
| Real Estate | 0.74 | 4.5 |
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