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Franklin India Balanced Advantage Fund vs PGIM India Balanced Advantage Fund compare

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tortoise-icon Franklin India Balanced Advantage Fund- Growth

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tortoise-icon PGIM India Balanced Advantage Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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