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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) | ₹395 Cr | ₹2671 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 | 1.44% | 1.23% |
| 6 Month | 5.06% | 5.27% |
| 1 Year | 3.81% | 5.53% |
| 3 Year | 12.83% | - |
| 5 Year | 11.15% | - |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Franklin India Balanced Advantage Fund- Growth |
|---|---|---|
| 6 Month | 4.46% | 4.43% |
| 1 Year | 6.8% | 8.43% |
| 3 Year | 11.79% | - |
| 5 Year | 10.71% | - |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Franklin India Balanced Advantage Fund- Growth |
|---|---|---|
| 1 Year | 11.89% | 19.81% |
| 3 Year | 10.04% | - |
| 5 Year | 8.23% | - |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Franklin India Balanced Advantage Fund- Growth |
|---|---|---|
| Standard Deviation | 7.23% | - |
| Sharp | 0.86% | - |
| Beta | - | - |
| Alpha | - | - |
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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 | 35.61 | 34.65 |
| Large Cap | 53.84 | 50.79 |
| Small Cap | 4.95 | 9.21 |
| Mid Cap | 5.6 | 5.35 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Franklin India Balanced Advantage Fund- Growth |
|---|---|---|
| Others | 33.7 | 34.65 |
| Energy | 5.17 | 3.34 |
| Industrials | 2.95 | 6.88 |
| Technology | 13.19 | 6.81 |
| Consumer Cyclical | 9.97 | 10.24 |
| Financial Services | 21.72 | 19.18 |
| Basic Materials | 4.06 | 3.25 |
| Healthcare | 0.87 | 4.21 |
| Consumer Defensive | 3.39 | 3.2 |
| Real Estate | 0 | 0.74 |
| Communication Services | 3.21 | 3.91 |
| Utilities | 1.76 | 3.59 |
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