Franklin India Balanced Advantage Fund vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare

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tortoise-icon Franklin India Balanced Advantage Fund- Growth

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tortoise-icon BANDHAN Balanced Advantage Fund Regular Plan 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 BANDHAN Balanced Advantage Fund Regular Plan Growth
Fund Franklin India Balanced Advantage Fund- Growth BANDHAN Balanced Advantage Fund Regular Plan Growth
Investment Plan Growth Growth
Level of Risk Very High Moderately High
Asset Size (Cr) ₹2075 Cr ₹2265 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 06 Sep 2022 05 Oct 2014
Category Dynamic Asset Allocation Dynamic Asset Allocation
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 Hybrid Composite debt 50:50 Index NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over 160.29% 24%
Expense Ratio 1.99 1.94
Manager Sandeep Manam Ritika Behera
ISIN Code INF090I01WN2 INF194KA1UE8
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name Franklin India Balanced Advantage Fund- Growth BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Month 1.06% 1.53%
6 Month 10.77% 11.93%
1 Year 25.38% 21.27%
3 Year - 9.75%
5 Year - 12.4%

SIP Return Analysis

Scheme Name Franklin India Balanced Advantage Fund- Growth BANDHAN Balanced Advantage Fund Regular Plan Growth
6 Month - -
1 Year 11.11% 8.96%
3 Year 19.88% 19.58%
5 Year 19.88% 33.63%

Rolling Lumpsum Returns

Scheme Name Franklin India Balanced Advantage Fund- Growth BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Year 16.35% 11.44%
3 Year 22.03% 26.27%
5 Year 22.03% 36.2%

Risk Management

Scheme Name Franklin India Balanced Advantage Fund- Growth BANDHAN Balanced Advantage Fund Regular Plan Growth
Standard Deviation 5.84% 6.89%
Sharp - 0.48%
Beta - 0.84%
Alpha - -0.51%

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Fund Managers

Scheme Name Franklin India Balanced Advantage Fund- Growth BANDHAN Balanced Advantage Fund Regular Plan Growth
Name Sandeep Manam Ritika Behera
Total AUM ₹74256 Cr ₹43013 Cr
Fund Manage 20 19
Franklin India Balanced Advantage Fund- Growth BANDHAN Balanced Advantage Fund Regular Plan Growth

Market Cap

Scheme Name

Franklin India Balanced Advantage Fund- Growth

BANDHAN Balanced Advantage Fund Regular Plan Growth

Others 34.73 -16.01
Large Cap 51.27 62.25
Mid Cap 5.68 9.03
Small Cap 8.34 6.73

Sector Allocation

Scheme Name

Franklin India Balanced Advantage Fund- Growth

BANDHAN Balanced Advantage Fund Regular Plan Growth

Others 15.58 -16.88
Energy 6.35 -
Consumer Staples 2.51 -
Construction 3.44 2.72
Automobile 2.84 -
Capital Goods 3.74 -
Sovereign 12.08 -
Technology 6.47 -
Materials 1.62 -
Financial 25.25 -
Healthcare 4.09 -
Metals & Mining 0.65 -
Services 7.14 -
Consumer Discretionary 2.79 -
Communication 4.51 -
Insurance 0.96 1.18
Automobiles - 5.83
Telecom - Services - 4.16
Petroleum Products - 4.12
IT - Software - 7.54
Cement & Cement Products - 1.18
Ferrous Metals - 1.22
Finance - 9.41
Retailing - 3.56
Diversified FMCG - 2.62
Non - Ferrous Metals - 0.55
Banks - 13.15
Pharmaceuticals & Biotechnology - 3.1
Auto Components - 1.38
Industrial Manufacturing - 0.36
Electrical Equipment - 2.31
Personal Products - 2.31
Transport Services - 0.55
Gas - 0.58
Beverages - 1.93
Oil - 0.56
Entertainment - 0.4
Aerospace & Defense - 0.63
Realty - 1.7
Consumer Durables - 0.67
Minerals & Mining - 0.76
Food Products - 0.39
Fertilizers & Agrochemicals - 0.4
Chemicals & Petrochemicals - 0.29
Power - 1.66
Leisure Services - 0.36
Healthcare Services - 0.77
Financial Technology (Fintech) - 0.53

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