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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) | ₹2738 Cr | ₹965 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 | 0.86% | 1.31% |
| 6 Month | 8.46% | 11.48% |
| 1 Year | 2.99% | 1.45% |
| 3 Year | 12.71% | 8.94% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.72% | 2.75% |
| 1 Year | 7.17% | 9.82% |
| 3 Year | 12.03% | 10.28% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 18.8% | 8.78% |
| 3 Year | - | 9.82% |
| 5 Year | - | - |
Risk Management
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | - | 8.38% |
| Sharp | - | 0.28% |
| Beta | - | - |
| Alpha | - | - |
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 | 34.57 | 30.18 |
| Large Cap | 49.55 | 50.59 |
| Mid Cap | 6.41 | 15.29 |
| Small Cap | 9.47 | 3.94 |
Sector Allocation
| Scheme Name |
Franklin India Balanced Advantage Fund- Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 34.57 | 28.48 |
| Energy | 3.18 | 6.23 |
| Technology | 5.28 | 6.92 |
| Industrials | 6.89 | 10.21 |
| Consumer Defensive | 2.97 | 5.32 |
| Financial Services | 19.85 | 21.97 |
| Healthcare | 4.32 | 5.57 |
| Basic Materials | 3.98 | 3.2 |
| Consumer Cyclical | 10.45 | 7.82 |
| Communication Services | 3.97 | 2.51 |
| Utilities | 3.94 | 1.23 |
| Real Estate | 0.59 | 0.55 |
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