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Franklin India Balanced Advantage Fund vs Nippon India Balanced Advantage Fund compare

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tortoise-icon Franklin India Balanced Advantage Fund- Growth

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tortoise-icon Nippon India Balanced Advantage Fund-Growth Plan-Bonus 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 Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Fund Franklin India Balanced Advantage Fund- Growth Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Investment Plan Growth Growth
Level of Risk Very High Average
Asset Size (Cr) ₹2352 Cr ₹8282 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 06 Sep 2022 15 Nov 2004
Category Dynamic Asset Allocation Dynamic Asset Allocation
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 Hybrid Composite debt 50:50 Index CRISIL Hybrid 50+50 Moderate Index
Turn Over 160.29% 334%
Expense Ratio 1.97 1.76
Manager Sandeep Manam Ashutosh Bhargava
ISIN Code INF090I01WN2 INF204K01596
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 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name Franklin India Balanced Advantage Fund- Growth Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
1 Month -1.22% -0.8%
6 Month -2.52% 1.98%
1 Year 7.23% 12.89%
3 Year - 11.83%
5 Year - 12.32%

SIP Return Analysis

Scheme Name Franklin India Balanced Advantage Fund- Growth Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
6 Month - -
1 Year 0.67% 8.2%
3 Year - 14.52%
5 Year - 13.96%

Rolling Lumpsum Returns

Scheme Name Franklin India Balanced Advantage Fund- Growth Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
1 Year 22.65% 14.38%
3 Year - 11.8%
5 Year - 12.32%

Risk Management

Scheme Name Franklin India Balanced Advantage Fund- Growth Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Standard Deviation - 6.21%
Sharp - 0.79%
Beta - 0.86%
Alpha - 2.82%

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Fund Managers

Scheme Name Franklin India Balanced Advantage Fund- Growth Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Name Sandeep Manam Ashutosh Bhargava
Total AUM ₹74256 Cr ₹121448 Cr
Fund Manage 20 12
Franklin India Balanced Advantage Fund- Growth Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

Market Cap

Scheme Name

Franklin India Balanced Advantage Fund- Growth

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

Others 21.1 41.92
Large Cap 48.44 51.08
Mid Cap 6.41 11.66
Small Cap 10.97 7.54

Sector Allocation

Scheme Name

Franklin India Balanced Advantage Fund- Growth

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

Others 21.1 41.92
Petroleum Products 3.15 2.38
IT - Software 6.61 7.22
Cement & Cement Products 1.72 1.12
Construction 3 2.1
Finance 0.74 1.76
Diversified FMCG 0.97 3.49
Banks 16.26 15.43
Pharmaceuticals & Biotechnology 2.66 1.85
Ferrous Metals 1.05 0.52
Healthcare Services 1.42 0.24
Telecom - Services 4.02 4.13
Gas 1.11 -
Industrial Products 1 0.4
Automobiles 3.23 2.54
Agricultural Food & other Products 0.74 -
Oil 0.68 -
Aerospace & Defense 1.03 0.98
Consumer Durables 2.28 2.52
Financial Technology (Fintech) 1.19 1.09
Capital Markets 0.45 -
Chemicals & Petrochemicals 1.05 -
Power 1.66 3.35
Retailing 1.23 1.61
Insurance 1.02 2.85
Leisure Services 2.72 1.7
Realty 0.35 1.82
Beverages 1.6 1.42
Auto Components 1.54 1.47
Textiles & Apparels 0.64 0.74
Commercial Services & Supplies 0.7 -
IT - Services - 0.27
Electrical Equipment - 1.62
Transport Infrastructure - 2.16
Personal Products - 1.61
Transport Services - 0.46
Diversified - 0.55
Other Utilities - 0.36
Food Products - 0.52

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