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Franklin India Balanced Advantage Fund vs ITI Balanced Advantage Fund Regular compare
ITI Balanced Advantage Fund Regular - Growth
Franklin India Balanced Advantage Fund- Growth
Chart Comparison
Overview
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Franklin India Balanced Advantage Fund- Growth |
|---|---|---|
| Fund | ITI Balanced Advantage Fund Regular - Growth | Franklin India Balanced Advantage Fund- Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹394 Cr | ₹2779 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Dec 2019 | 06 Sep 2022 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | NIFTY 50 Hybrid Composite debt 50:50 Index |
| Turn Over | % | 160.29% |
| Expense Ratio | 2.37 | 1.97 |
| Manager | Vikrant Mehta | Sandeep Manam |
| ISIN Code | INF00XX01655 | INF090I01WN2 |
| Exits Load | ITI Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Franklin India Balanced Advantage Fund- Growth |
|---|---|---|
| 1 Month | 2.22% | 1.82% |
| 6 Month | 5.1% | 4.12% |
| 1 Year | 4.45% | 5.79% |
| 3 Year | 11.58% | 12.85% |
| 5 Year | 11.43% | - |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Franklin India Balanced Advantage Fund- Growth |
|---|---|---|
| 6 Month | 2.13% | 1.66% |
| 1 Year | 9.02% | 8.49% |
| 3 Year | 10.9% | 12.01% |
| 5 Year | 10.32% | - |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Franklin India Balanced Advantage Fund- Growth |
|---|---|---|
| 1 Year | 10.73% | 16.44% |
| 3 Year | 10.37% | 12.69% |
| 5 Year | 10.91% | - |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Franklin India Balanced Advantage Fund- Growth |
|---|---|---|
| Standard Deviation | 7.26% | 6.50% |
| Sharp | 0.67% | 0.91% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Franklin India Balanced Advantage Fund- Growth |
|---|---|---|
| Name | Vikrant Mehta | Sandeep Manam |
| Total AUM | ₹698 Cr | ₹74256 Cr |
| Funds Managed | 8 | 20 |
| ITI Balanced Advantage Fund Regular - Growth | Franklin India Balanced Advantage Fund- Growth |
Market Cap
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Franklin India Balanced Advantage Fund- Growth |
|---|---|---|
| Others | 43.84 | 33.72 |
| Large Cap | 42.99 | 50.39 |
| Small Cap | 6.96 | 8.99 |
| Mid Cap | 6.22 | 6.9 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Franklin India Balanced Advantage Fund- Growth |
|---|---|---|
| Others | 39.93 | 33.72 |
| Energy | 4.59 | 3.08 |
| Technology | 7.86 | 4.98 |
| Consumer Cyclical | 9.97 | 8.73 |
| Industrials | 3.72 | 7.44 |
| Financial Services | 20.69 | 20.23 |
| Healthcare | 2.96 | 4.49 |
| Consumer Defensive | 0.5 | 3.22 |
| Utilities | 2.91 | 4.43 |
| Basic Materials | 2.98 | 4.35 |
| Communication Services | 3.91 | 4.78 |
| Real Estate | - | 0.54 |
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