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) ₹2352 Cr ₹12306 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 1.97 1.69
Manager Sandeep Manam Rahul Dedhia
ISIN Code INF090I01WN2 INF754K01285
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 Edelweiss Balanced Advantage Fund - Growth charges 1.0% 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 Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Month -2.21% -2.17%
6 Month -1.03% -4.23%
1 Year 10.74% 9.2%
3 Year - 10.36%
5 Year - 13.9%

SIP Return Analysis

Scheme Name Franklin India Balanced Advantage Fund- Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
6 Month - -
1 Year 8.88% 4.13%
3 Year - 13.57%
5 Year - 13.84%

Rolling Lumpsum Returns

Scheme Name Franklin India Balanced Advantage Fund- Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Year 23.46% 9.63%
3 Year - 11.61%
5 Year - 11.18%

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 - 0.8%
Beta - 0.25%
Alpha - 3.73%

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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 21.1 21.37
Large Cap 48.44 56.06
Mid Cap 6.41 9.03
Small Cap 10.97 3.01

Sector Allocation

Scheme Name

Franklin India Balanced Advantage Fund- Growth

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Others 21.1 17.38
Petroleum Products 3.15 -
IT - Software 6.61 -
Cement & Cement Products 1.72 -
Construction 3 3.56
Finance 0.74 -
Diversified FMCG 0.97 -
Banks 16.26 -
Pharmaceuticals & Biotechnology 2.66 -
Ferrous Metals 1.05 -
Healthcare Services 1.42 -
Telecom - Services 4.02 -
Gas 1.11 -
Industrial Products 1 -
Automobiles 3.23 -
Agricultural Food & other Products 0.74 -
Oil 0.68 -
Aerospace & Defense 1.03 -
Consumer Durables 2.28 -
Financial Technology (Fintech) 1.19 -
Capital Markets 0.45 -
Chemicals & Petrochemicals 1.05 -
Power 1.66 -
Retailing 1.23 -
Insurance 1.02 0.35
Leisure Services 2.72 -
Realty 0.35 -
Beverages 1.6 -
Auto Components 1.54 -
Textiles & Apparels 0.64 -
Commercial Services & Supplies 0.7 -
Energy - 9.3
Automobile - 6.09
Textiles - 0.32
Healthcare - 3.69
Financial - 24.14
Technology - 4.66
Metals & Mining - 2.56
Capital Goods - 2.16
Materials - 2.32
Services - 2.94
Sovereign - 2.27
Consumer Staples - 3.96
Chemicals - 0.82
Communication - 2.95

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