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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) | ₹2738 Cr | ₹65711 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 | 0.64% | 0.9% |
| 6 Month | 5.53% | 8.64% |
| 1 Year | 3.68% | 7.09% |
| 3 Year | 13.5% | 13.74% |
| 5 Year | - | 14.71% |
SIP Return Analysis
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| 6 Month | 1.14% | 2.88% |
| 1 Year | 7.59% | 13.79% |
| 3 Year | 11.66% | 13.27% |
| 5 Year | - | 12.8% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| 1 Year | 16.44% | 10.85% |
| 3 Year | 12.69% | 11.89% |
| 5 Year | - | 12.54% |
Risk Management
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| Standard Deviation | 6.50% | 4.42% |
| Sharp | 0.91% | 1.26% |
| Beta | - | 0.12% |
| Alpha | - | 6.3% |
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 | 34.74 | 35.44 |
| Large Cap | 49.51 | 58.07 |
| Mid Cap | 6.39 | 5.2 |
| Small Cap | 9.36 | 1.29 |
Sector Allocation
| Scheme Name |
Franklin India Balanced Advantage Fund- Growth |
ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| Others | 34.74 | 29.88 |
| Energy | 3.11 | 4.02 |
| Technology | 5.37 | 6.61 |
| Industrials | 6.9 | 6.13 |
| Consumer Defensive | 3.04 | 4.95 |
| Financial Services | 19.11 | 18.53 |
| Healthcare | 4.36 | 2.75 |
| Basic Materials | 4.01 | 4.44 |
| Consumer Cyclical | 10.88 | 13.24 |
| Communication Services | 4 | 3.24 |
| Utilities | 3.91 | 1.68 |
| Real Estate | 0.57 | 4.54 |
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