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) ₹2352 Cr ₹1057 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 06 Sep 2022 04 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 1.97 2.16
Manager Sandeep Manam Puneet Pal
ISIN Code INF090I01WN2 INF663L01V72
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 PGIM India Balanced Advantage Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Franklin India Balanced Advantage Fund- Growth PGIM India Balanced Advantage Fund - Regular Growth
1 Month 1.79% 0.55%
6 Month 4.1% 2.38%
1 Year 16% 11.08%
3 Year - 8.95%
5 Year - -

SIP Return Analysis

Scheme Name Franklin India Balanced Advantage Fund- Growth PGIM India Balanced Advantage Fund - Regular Growth
6 Month - -
1 Year 11.7% 7.63%
3 Year - 11.32%
5 Year - -

Rolling Lumpsum Returns

Scheme Name Franklin India Balanced Advantage Fund- Growth PGIM India Balanced Advantage Fund - Regular Growth
1 Year 23.46% 10.08%
3 Year - 9.97%
5 Year - -

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 21.1 32.5
Large Cap 48.44 49.05
Mid Cap 6.41 14.43
Small Cap 10.97 4.02

Sector Allocation

Scheme Name

Franklin India Balanced Advantage Fund- Growth

PGIM India Balanced Advantage Fund - Regular Growth

Others 21.1 4.07
Petroleum Products 3.15 -
IT - Software 6.61 -
Cement & Cement Products 1.72 -
Construction 3 2.73
Finance 0.74 -
Diversified FMCG 0.97 -
Banks 16.26 -
Pharmaceuticals & Biotechnology 2.66 -
Ferrous Metals 1.05 -
Healthcare Services 1.42 -
Telecom - Services 4.02 -
Gas 1.11 -
Industrial Products 1 -
Automobiles 3.23 -
Agricultural Food & other Products 0.74 -
Oil 0.68 -
Aerospace & Defense 1.03 -
Consumer Durables 2.28 -
Financial Technology (Fintech) 1.19 -
Capital Markets 0.45 -
Chemicals & Petrochemicals 1.05 -
Power 1.66 -
Retailing 1.23 -
Insurance 1.02 2.52
Leisure Services 2.72 -
Realty 0.35 -
Beverages 1.6 -
Auto Components 1.54 -
Textiles & Apparels 0.64 -
Commercial Services & Supplies 0.7 -
Sovereign - 15.74
Energy - 9.9
Materials - 2.73
Technology - 5.81
Financial - 27.49
Healthcare - 4.01
Chemicals - 1.21
Capital Goods - 6.34
Automobile - 4.21
Services - 5.9
Consumer Staples - 2.79
Consumer Discretionary - 1.1
Communication - 1.86
Diversified - 1.22
Textiles - 0.37

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