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Franklin India Balanced Advantage Fund vs PGIM India Balanced Advantage Fund compare
Franklin India Balanced Advantage Fund- Growth
PGIM India Balanced Advantage Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Fund | Franklin India Balanced Advantage Fund- Growth | PGIM India Balanced Advantage Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2841 Cr | ₹953 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 06 Sep 2022 | 04 Feb 2021 |
| 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 TRI |
| Turn Over | 160.29% | % |
| Expense Ratio | 1.97 | 2.18 |
| Manager | Sandeep Manam | Puneet Pal |
| ISIN Code | INF090I01WN2 | INF663L01V72 |
| 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 | PGIM India Balanced Advantage Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | -0.87% | -0.96% |
| 6 Month | 1.47% | 1.44% |
| 1 Year | 3.19% | 3.62% |
| 3 Year | 12.15% | 9.8% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.04% | 1.11% |
| 1 Year | 7.61% | 9.71% |
| 3 Year | 10.74% | 9.21% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 16.44% | 8.5% |
| 3 Year | 12.69% | 9.78% |
| 5 Year | - | - |
Risk Management
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 6.46% | 8.25% |
| Sharp | 0.83% | 0.39% |
| Beta | 0.88% | 1.14% |
| Alpha | 1.29% | -1.99% |
Fund Managers
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Name | Sandeep Manam | Puneet Pal |
| Total AUM | ₹74256 Cr | ₹20950 Cr |
| Funds Managed | 20 | 19 |
| Franklin India Balanced Advantage Fund- Growth | PGIM India Balanced Advantage Fund - Regular Growth |
Market Cap
| Scheme Name |
Franklin India Balanced Advantage Fund- Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 33.24 | 34.78 |
| Large Cap | 50.97 | 46.64 |
| Mid Cap | 6.68 | 14.4 |
| Small Cap | 9.11 | 4.18 |
Sector Allocation
| Scheme Name |
Franklin India Balanced Advantage Fund- Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 33.24 | 32.56 |
| Energy | 3.36 | 6.38 |
| Technology | 4.35 | 6.01 |
| Industrials | 7.45 | 8.99 |
| Consumer Defensive | 3.88 | 4.56 |
| Financial Services | 20.38 | 21.04 |
| Healthcare | 4.51 | 5.36 |
| Basic Materials | 4.46 | 2.85 |
| Consumer Cyclical | 8.65 | 8.11 |
| Communication Services | 4.94 | 2.4 |
| Utilities | 4.48 | 1.17 |
| Real Estate | 0.31 | 0.56 |
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