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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 3.73% -0.8%
6 Month -2.28% 1.98%
1 Year 7.71% 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 -0.89% -
1 Year 0.8% 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 21.95% 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
Funds Managed 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 33.89 41.92
Large Cap 47.44 51.08
Mid Cap 8.31 11.66
Small Cap 10.37 7.54

Sector Allocation

Scheme Name

Franklin India Balanced Advantage Fund- Growth

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

Others 34.49 41.92
Energy 3.72 -
Technology 6.52 -
Industrials 7.65 -
Consumer Defensive 3.28 -
Financial Services 18.96 -
Healthcare 3.86 -
Basic Materials 3.4 -
Communication Services 4.05 -
Utilities 3.23 -
Consumer Cyclical 10.13 -
Real Estate 0.71 -
Petroleum Products - 2.38
IT - Software - 7.22
Cement & Cement Products - 1.12
IT - Services - 0.27
Construction - 2.1
Consumer Durables - 2.52
Diversified FMCG - 3.49
Banks - 15.43
Automobiles - 2.54
Aerospace & Defense - 0.98
Electrical Equipment - 1.62
Pharmaceuticals & Biotechnology - 1.85
Ferrous Metals - 0.52
Realty - 1.82
Transport Infrastructure - 2.16
Personal Products - 1.61
Industrial Products - 0.4
Telecom - Services - 4.13
Insurance - 2.85
Finance - 1.76
Transport Services - 0.46
Retailing - 1.61
Power - 3.35
Financial Technology (Fintech) - 1.09
Healthcare Services - 0.24
Auto Components - 1.47
Diversified - 0.55
Other Utilities - 0.36
Beverages - 1.42
Textiles & Apparels - 0.74
Food Products - 0.52
Leisure Services - 1.7

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