Franklin India Balanced Advantage Fund vs Edelweiss Balanced Advantage Fund compare
Franklin India Balanced Advantage Fund- Growth
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹2671 Cr | ₹12696 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 | 1.52% | 2.58% |
6 Month | 2.72% | 2.95% |
1 Year | 6.41% | 4.1% |
3 Year | - | 14.98% |
5 Year | - | 15.42% |
SIP Return Analysis
Scheme Name | Franklin India Balanced Advantage Fund- Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 5.25% | 6.33% |
1 Year | 9.72% | 9.07% |
3 Year | - | 13.03% |
5 Year | - | 12.53% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Balanced Advantage Fund- Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 19.81% | 9.54% |
3 Year | - | 11.43% |
5 Year | - | 11.32% |
Risk Management
Scheme Name | Franklin India Balanced Advantage Fund- Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | - | 8.56% |
Sharp | - | 0.74% |
Beta | - | - |
Alpha | - | - |
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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 |
Funds Managed | 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 | 34.65 | 21.4 |
Large Cap | 50.79 | 57.72 |
Mid Cap | 5.35 | 14.08 |
Small Cap | 9.21 | 6.81 |
Sector Allocation
Scheme Name |
Franklin India Balanced Advantage Fund- Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 34.65 | 21.16 |
Energy | 3.34 | 5.46 |
Technology | 6.81 | 7.94 |
Industrials | 6.88 | 4.71 |
Consumer Defensive | 3.2 | 6.35 |
Financial Services | 19.18 | 26.61 |
Healthcare | 4.21 | 7.42 |
Basic Materials | 3.25 | 4.7 |
Communication Services | 3.91 | 2.83 |
Utilities | 3.59 | 4.05 |
Consumer Cyclical | 10.24 | 7.94 |
Real Estate | 0.74 | 0.84 |
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