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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) | ₹2779 Cr | ₹938 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 | 1.82% | 2.04% |
| 6 Month | 4.12% | 4.79% |
| 1 Year | 5.79% | 5.21% |
| 3 Year | 12.85% | 10.13% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.01% | -0.32% |
| 1 Year | 4.6% | 5.55% |
| 3 Year | 10.34% | 8.28% |
| 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 | 6.48% | 8.28% |
| Sharp | 0.90% | 0.42% |
| Beta | 0.88% | 1.13% |
| Alpha | 1.39% | -2.22% |
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 | 33.72 | 35.71 |
| Large Cap | 50.39 | 45.74 |
| Mid Cap | 6.9 | 14.8 |
| Small Cap | 8.99 | 3.75 |
Sector Allocation
| Scheme Name |
Franklin India Balanced Advantage Fund- Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 33.72 | 33.87 |
| Energy | 3.08 | 5.7 |
| Technology | 4.98 | 5.51 |
| Industrials | 7.44 | 9.24 |
| Consumer Defensive | 3.22 | 4.73 |
| Financial Services | 20.23 | 20.18 |
| Healthcare | 4.49 | 5.49 |
| Basic Materials | 4.35 | 2.91 |
| Consumer Cyclical | 8.73 | 8.46 |
| Communication Services | 4.78 | 2.21 |
| Utilities | 4.43 | 1.19 |
| Real Estate | 0.54 | 0.52 |
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