Franklin India Balanced Advantage Fund vs Edelweiss Balanced Advantage Fund compare

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tortoise-icon Franklin India Balanced Advantage Fund- Growth

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tortoise-icon Edelweiss 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 Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Fund Franklin India Balanced Advantage Fund- Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2075 Cr ₹11715 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 06 Sep 2022 20 Aug 2009
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% 81%
Expense Ratio 1.99 1.7
Manager Sandeep Manam Rahul Dedhia
ISIN Code INF090I01WN2 INF754K01285
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 90 days./365

Trailing Lumpsum Returns

Scheme Name Franklin India Balanced Advantage Fund- Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Month 1.06% 1.64%
6 Month 10.77% 12.89%
1 Year 25.38% 27.65%
3 Year - 13.4%
5 Year - 16.98%

SIP Return Analysis

Scheme Name Franklin India Balanced Advantage Fund- Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
6 Month - -
1 Year 11.11% 11.59%
3 Year 19.88% 26.05%
5 Year 19.88% 48.37%

Rolling Lumpsum Returns

Scheme Name Franklin India Balanced Advantage Fund- Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Year 16.35% 15.85%
3 Year 22.03% 37.08%
5 Year 22.03% 51.45%

Risk Management

Scheme Name Franklin India Balanced Advantage Fund- Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Standard Deviation 5.84% 7.27%
Sharp - 0.93%
Beta - 0.95%
Alpha - 2.64%

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Fund Managers

Scheme Name Franklin India Balanced Advantage Fund- Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Name Sandeep Manam Rahul Dedhia
Total AUM ₹74256 Cr ₹31988 Cr
Fund Manage 20 10
Franklin India Balanced Advantage Fund- Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Franklin India Balanced Advantage Fund- Growth

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Others 34.73 21.37
Large Cap 51.27 56.06
Small Cap 8.34 3.01
Mid Cap 5.68 9.03

Sector Allocation

Scheme Name

Franklin India Balanced Advantage Fund- Growth

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Sovereign 12.08 2.27
Others 15.58 17.38
Financial 25.25 24.14
Construction 3.44 3.56
Technology 6.47 4.66
Energy 6.35 9.3
Communication 4.51 2.95
Capital Goods 3.74 2.16
Automobile 2.84 6.09
Services 7.14 2.94
Healthcare 4.09 3.69
Consumer Staples 2.51 3.96
Consumer Discretionary 2.79 -
Insurance 0.96 0.35
Metals & Mining 0.65 2.56
Materials 1.62 2.32
Chemicals - 0.82
Textiles - 0.32

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