Franklin India Balanced Advantage Fund vs PGIM India Balanced Advantage Fund compare

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tortoise-icon Franklin India Balanced Advantage Fund- Growth

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tortoise-icon PGIM India Balanced Advantage Fund - Regular Growth

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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 PGIM India Balanced Advantage Fund - Regular Growth
Fund Franklin India Balanced Advantage Fund- Growth PGIM India Balanced Advantage Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2075 Cr ₹1138 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 06 Sep 2022 24 Feb 2021
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 TRI
Turn Over 160.29% %
Expense Ratio 1.99 2.14
Manager Sandeep Manam Puneet Pal
ISIN Code INF090I01WN2 INF663L01V72
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 of 0.5%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name Franklin India Balanced Advantage Fund- Growth PGIM India Balanced Advantage Fund - Regular Growth
1 Month 1.06% 1.42%
6 Month 10.77% 13.17%
1 Year 25.38% 19.75%
3 Year - 10.57%
5 Year - -

SIP Return Analysis

Scheme Name Franklin India Balanced Advantage Fund- Growth PGIM India Balanced Advantage Fund - Regular Growth
6 Month - -
1 Year 11.11% 7.64%
3 Year 19.88% 18.36%
5 Year 19.88% 20.59%

Rolling Lumpsum Returns

Scheme Name Franklin India Balanced Advantage Fund- Growth PGIM India Balanced Advantage Fund - Regular Growth
1 Year 16.35% 9.08%
3 Year 22.03% 23.3%
5 Year 22.03% 24.29%

Risk Management

Scheme Name Franklin India Balanced Advantage Fund- Growth PGIM India Balanced Advantage Fund - Regular Growth
Standard Deviation 5.84% 7.82%
Sharp - 0.48%
Beta - 1.02%
Alpha - -0.67%

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Fund Managers

Scheme Name Franklin India Balanced Advantage Fund- Growth PGIM India Balanced Advantage Fund - Regular Growth
Name Sandeep Manam Puneet Pal
Total AUM ₹74256 Cr ₹20950 Cr
Fund Manage 20 19
Franklin India Balanced Advantage Fund- Growth PGIM India Balanced Advantage Fund - Regular Growth

Market Cap

Scheme Name

Franklin India Balanced Advantage Fund- Growth

PGIM India Balanced Advantage Fund - Regular Growth

Others 34.73 32.5
Large Cap 51.27 49.05
Mid Cap 5.68 14.43
Small Cap 8.34 4.02

Sector Allocation

Scheme Name

Franklin India Balanced Advantage Fund- Growth

PGIM India Balanced Advantage Fund - Regular Growth

Others 15.58 4.07
Energy 6.35 9.9
Consumer Staples 2.51 2.79
Construction 3.44 2.73
Automobile 2.84 4.21
Capital Goods 3.74 6.34
Sovereign 12.08 15.74
Technology 6.47 5.81
Materials 1.62 2.73
Financial 25.25 27.49
Healthcare 4.09 4.01
Metals & Mining 0.65 -
Services 7.14 5.9
Consumer Discretionary 2.79 1.1
Communication 4.51 1.86
Insurance 0.96 2.52
Chemicals - 1.21
Diversified - 1.22
Textiles - 0.37

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