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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) | ₹2352 Cr | ₹978 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 | 2.14% | 2.81% |
| 6 Month | 3.45% | 3.09% |
| 1 Year | 8.5% | 8.84% |
| 3 Year | - | 11.64% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 4.12% | 5.57% |
| 1 Year | 7.9% | 8.01% |
| 3 Year | - | 11.42% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 21.95% | 10.32% |
| 3 Year | - | 9.8% |
| 5 Year | - | - |
Risk Management
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | - | 8.876% |
| Sharp | - | 0.244% |
| Beta | - | - |
| Alpha | - | - |
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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 | 33.89 | 34.77 |
| Large Cap | 47.44 | 48.73 |
| Mid Cap | 8.31 | 10.99 |
| Small Cap | 10.37 | 5.51 |
Sector Allocation
| Scheme Name |
Franklin India Balanced Advantage Fund- Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 34.49 | 33.82 |
| Energy | 3.72 | 5.63 |
| Technology | 6.52 | 6.76 |
| Industrials | 7.65 | 8.3 |
| Consumer Defensive | 3.28 | 5.03 |
| Financial Services | 18.96 | 19.03 |
| Healthcare | 3.86 | 5.6 |
| Basic Materials | 3.4 | 3.5 |
| Communication Services | 4.05 | 3.41 |
| Utilities | 3.23 | 1.15 |
| Consumer Cyclical | 10.13 | 7.01 |
| Real Estate | 0.71 | 0.75 |
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