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Franklin India Balanced Advantage Fund vs PGIM India Balanced Advantage Fund compare
Franklin India Balanced Advantage Fund- Growth
PGIM India Balanced Advantage Fund - Regular Growth
Chart Comparison
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 Risk |
| Asset Size (Cr) | ₹2352 Cr | ₹978 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 | 2.18 |
| 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 | -1.22% | -1.2% |
| 6 Month | -2.52% | -5.84% |
| 1 Year | 7.23% | 5.01% |
| 3 Year | - | 7.73% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 0.67% | -3.59% |
| 3 Year | - | 7.52% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 22.65% | 10.32% |
| 3 Year | - | 9.8% |
| 5 Year | - | - |
Risk Management
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | - | 8.876% |
| Sharp | - | 0.244% |
| Beta | - | - |
| Alpha | - | - |
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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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