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 Very High
Asset Size (Cr) ₹2075 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 1.99 1.76
Manager Sandeep Manam Ashutosh Bhargava
ISIN Code INF090I01WN2 INF204K01596
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./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 1.06% 1.63%
6 Month 10.77% 12.02%
1 Year 25.38% 25.72%
3 Year - 12.63%
5 Year - 14.37%

SIP Return Analysis

Scheme Name Franklin India Balanced Advantage Fund- Growth Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
6 Month - -
1 Year 11.11% 10.75%
3 Year 19.88% 24.88%
5 Year 19.88% 43.32%

Rolling Lumpsum Returns

Scheme Name Franklin India Balanced Advantage Fund- Growth Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
1 Year 16.35% 13.6%
3 Year 22.03% 33.64%
5 Year 22.03% 46.21%

Risk Management

Scheme Name Franklin India Balanced Advantage Fund- Growth Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Standard Deviation 5.84% 6.21%
Sharp - 0.94%
Beta - 0.79%
Alpha - 2.43%

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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 34.73 24.97
Large Cap 51.27 50.08
Small Cap 8.34 2.14
Mid Cap 5.68 10.11

Sector Allocation

Scheme Name

Franklin India Balanced Advantage Fund- Growth

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

Sovereign 12.08 6.38
Others 15.58 11.62
Financial 25.25 27.5
Construction 3.44 2.11
Technology 6.47 5.05
Energy 6.35 6.09
Communication 4.51 4.27
Capital Goods 3.74 3.94
Automobile 2.84 5
Services 7.14 1.66
Healthcare 4.09 1.79
Consumer Staples 2.51 6.86
Consumer Discretionary 2.79 0.56
Insurance 0.96 -
Metals & Mining 0.65 2.52
Materials 1.62 0.86
Textiles - 0.6
Diversified - 0.49

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