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

Link copied to clipboard!

tortoise-icon Franklin India Balanced Advantage Fund- Growth

Invest Now

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

Invest Now

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) ₹2352 Cr ₹4115 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 06 Sep 2022 13 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 1.97 1.89
Manager Sandeep Manam Miten Vora
ISIN Code INF090I01WN2 INF955L01HC4
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 Data not available./365

Trailing Lumpsum Returns

Scheme Name Franklin India Balanced Advantage Fund- Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Month 1.79% 1.95%
6 Month 4.1% 3.89%
1 Year 16% 15.56%
3 Year - 13.06%
5 Year - 15.91%

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 11.7% 12.14%
3 Year - 16.89%
5 Year - 16.08%

Rolling Lumpsum Returns

Scheme Name Franklin India Balanced Advantage Fund- Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Year 23.46% 15.8%
3 Year - 14.68%
5 Year - 15.75%

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 21.1 35.61
Large Cap 48.44 44.53
Mid Cap 6.41 12.78
Small Cap 10.97 16.17

Sector Allocation

Scheme Name

Franklin India Balanced Advantage Fund- Growth

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

Others 21.1 35.61
Petroleum Products 3.15 6.14
IT - Software 6.61 5.94
Cement & Cement Products 1.72 -
Construction 3 5.79
Finance 0.74 2.11
Diversified FMCG 0.97 0.17
Banks 16.26 13.81
Pharmaceuticals & Biotechnology 2.66 4.13
Ferrous Metals 1.05 -
Healthcare Services 1.42 0.75
Telecom - Services 4.02 1.96
Gas 1.11 -
Industrial Products 1 1.67
Automobiles 3.23 0.91
Agricultural Food & other Products 0.74 -
Oil 0.68 0.57
Aerospace & Defense 1.03 2.03
Consumer Durables 2.28 1.35
Financial Technology (Fintech) 1.19 1.64
Capital Markets 0.45 1.03
Chemicals & Petrochemicals 1.05 0.52
Power 1.66 5.63
Retailing 1.23 4.12
Insurance 1.02 -
Leisure Services 2.72 0.24
Realty 0.35 1.37
Beverages 1.6 0.87
Auto Components 1.54 1.8
Textiles & Apparels 0.64 -
Commercial Services & Supplies 0.7 -
Electrical Equipment - 3.08
Industrial Manufacturing - 2.25
Non - Ferrous Metals - 0.35
Miscellaneous - 0.86
Personal Products - 0.55
IT - Services - 0.49
Food Products - 0.27
Household Products - 0.54
Transport Services - 0.54

Top Comparisons

Nippon India Ultra Short Duration Fund- Growth Option Nippon India Ultra Short Duration Fund- Growth Option

3Y Returns6.13%

VS

HSBC Ultra Short Duration Fund - Regular Growth HSBC Ultra Short Duration Fund - Regular Growth

3Y Returns6.25%

Compare Now

UTI - Gilt Fund - Regular Plan - Growth Option UTI - Gilt Fund - Regular Plan - Growth Option

3Y Returns5.97%

VS

HSBC Gilt Fund - Regular Growth HSBC Gilt Fund - Regular Growth

3Y Returns5%

Compare Now

ICICI Prudential Savings Fund - Growth ICICI Prudential Savings Fund - Growth

3Y Returns6.59%

VS

SBI Magnum Low Duration Fund - Regular Plan - Growth SBI Magnum Low Duration Fund - Regular Plan - Growth

3Y Returns5.95%

Compare Now

Sundaram Arbitrage Fund Regular Growth Sundaram Arbitrage Fund Regular Growth

3Y Returns5.78%

VS

Tata Arbitrage Fund-Regular Plan-Growth Tata Arbitrage Fund-Regular Plan-Growth

3Y Returns6.16%

Compare Now
Request call back
Add to Cart Successfully