Franklin India Balanced Advantage Fund vs Baroda BNP Paribas Balanced Advantage Fund compare

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tortoise-icon Franklin India Balanced Advantage Fund- Growth

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tortoise-icon Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

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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 Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Fund Franklin India Balanced Advantage Fund- Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2075 Cr ₹3969 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 06 Sep 2022 04 Nov 2018
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% 173%
Expense Ratio 1.99 1.88
Manager Sandeep Manam Miten Vora
ISIN Code INF090I01WN2 INF955L01HC4
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 Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Month 1.06% 1.5%
6 Month 10.77% 12.26%
1 Year 25.38% 27.11%
3 Year - 14.58%
5 Year - 17.45%

SIP Return Analysis

Scheme Name Franklin India Balanced Advantage Fund- Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
6 Month - 6.05%
1 Year 11.11% 10.7%
3 Year 19.88% 10.7%
5 Year 19.88% 10.7%

Rolling Lumpsum Returns

Scheme Name Franklin India Balanced Advantage Fund- Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Year 16.35% 16.71%
3 Year 22.03% 39.46%
5 Year 22.03% 54.94%

Risk Management

Scheme Name Franklin India Balanced Advantage Fund- Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Standard Deviation 5.84% 8.78%
Sharp - 0.89%
Beta - 1.12%
Alpha - 2.8%

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Fund Managers

Scheme Name Franklin India Balanced Advantage Fund- Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Name Sandeep Manam Miten Vora
Total AUM ₹74256 Cr ₹6478 Cr
Fund Manage 20 6
Franklin India Balanced Advantage Fund- Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Market Cap

Scheme Name

Franklin India Balanced Advantage Fund- Growth

Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Others 34.73 11.57
Large Cap 51.27 48.87
Mid Cap 5.68 12.12
Small Cap 8.34 6.47

Sector Allocation

Scheme Name

Franklin India Balanced Advantage Fund- Growth

Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Others 15.58 8.39
Energy 6.35 -
Consumer Staples 2.51 -
Construction 3.44 5.05
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 -
Petroleum Products - 5.61
IT - Software - 4.09
Industrial Manufacturing - 1.21
Banks - 18.22
Pharmaceuticals & Biotechnology - 3.69
Non - Ferrous Metals - 0.03
Electrical Equipment - 1.87
Realty - 1.28
Transport Services - 1.18
Capital Markets - 1.56
Finance - 1.92
Telecom - Services - 3.28
Automobiles - 2
Consumer Durables - 2.27
Retailing - 2.82
Power - 4.49
Ferrous Metals - 1.83
Food Products - 0.9
Aerospace & Defense - 2.12
Oil - 0.91
Industrial Products - 1.92
Auto Components - 0.34
Financial Technology (Fintech) - 0.53
Leisure Services - 0.15
Healthcare Services - 0.69
Beverages - 0.68

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