Franklin India Balanced Advantage Fund vs ITI Balanced Advantage Fund Regular compare

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ITI Balanced Advantage Fund Regular - Growth

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Franklin India Balanced Advantage Fund- Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Franklin India Balanced Advantage Fund- Growth
Fund	ITI Balanced Advantage Fund Regular - Growth	Franklin India Balanced Advantage Fund- Growth
Investment Plan	Growth	Growth
Level of Risk	Very High Risk	Very High
Asset Size (Cr)	₹378 Cr	₹2352 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	30 Dec 2019	06 Sep 2022
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%
Expense Ratio	2.37	1.97
Manager	Vikrant Mehta	Sandeep Manam
ISIN Code	INF00XX01655	INF090I01WN2
Exits Load	ITI Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365	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

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Franklin India Balanced Advantage Fund- Growth
1 Month	-0.63%	-1.22%
6 Month	-3.19%	-2.52%
1 Year	3.03%	7.23%
3 Year	7.95%	-
5 Year	5.84%	-

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Franklin India Balanced Advantage Fund- Growth
6 Month	-	-
1 Year	-2.23%	0.67%
3 Year	10.13%	-
5 Year	10%	-

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Franklin India Balanced Advantage Fund- Growth
1 Year	13.49%	22.65%
3 Year	10.1%	-
5 Year	6.27%	-

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Franklin India Balanced Advantage Fund- Growth
Standard Deviation	7.494%	-
Sharp	0.221%	-
Beta	-	-
Alpha	-	-

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Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Franklin India Balanced Advantage Fund- Growth
Name	Vikrant Mehta	Sandeep Manam
Total AUM	₹698 Cr	₹74256 Cr
Fund Manage	8	20
	ITI Balanced Advantage Fund Regular - Growth	Franklin India Balanced Advantage Fund- Growth

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Franklin India Balanced Advantage Fund- Growth
Others	15.23	21.1
Large Cap	58.44	48.44
Small Cap	3.87	10.97
Mid Cap	3.53	6.41

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Franklin India Balanced Advantage Fund- Growth
Others	15.23	21.1
Telecom - Services	3.76	4.02
Petroleum Products	4.6	3.15
Electrical Equipment	2.78	-
IT - Software	7.25	6.61
Construction	1.38	3
Non - Ferrous Metals	0.83	-
Banks	14.36	16.26
Pharmaceuticals & Biotechnology	2.75	2.66
Ferrous Metals	0.81	1.05
Automobiles	2.06	3.23
Insurance	4.66	1.02
Diversified FMCG	2.36	0.97
Agricultural Food & other Products	0.46	0.74
Realty	0.35	0.35
Consumer Durables	1.86	2.28
Industrial Products	3.33	1
Finance	0.97	0.74
Financial Technology (Fintech)	1.35	1.19
Metals & Minerals Trading	1	-
Healthcare Services	0.53	1.42
Cement & Cement Products	0.99	1.72
Power	4.45	1.66
Retailing	1.86	1.23
Capital Markets	1.09	0.45
Gas	-	1.11
Oil	-	0.68
Aerospace & Defense	-	1.03
Chemicals & Petrochemicals	-	1.05
Leisure Services	-	2.72
Beverages	-	1.6
Auto Components	-	1.54
Textiles & Apparels	-	0.64
Commercial Services & Supplies	-	0.7