- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Franklin India Balanced Advantage Fund vs Axis Balanced Advantage Fund compare
Franklin India Balanced Advantage Fund- Growth
Axis Balanced Advantage Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Franklin India Balanced Advantage Fund- Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2352 Cr | ₹2652 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 06 Sep 2022 | 01 Aug 2017 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | NIFTY 50 Hybrid Composite debt 50:50 Index |
| Turn Over | 160.29% | 24% |
| Expense Ratio | 1.97 | 2 |
| Manager | Sandeep Manam | Hardik Shah |
| ISIN Code | INF090I01WN2 | INF846K01A52 |
| 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 | Axis Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.08% | 2.14% |
| 6 Month | 0.19% | 0.39% |
| 1 Year | 9.8% | 14.41% |
| 3 Year | - | 13.77% |
| 5 Year | - | 14.54% |
SIP Return Analysis
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.29% | 1.72% |
| 1 Year | 3.08% | 5.13% |
| 3 Year | - | 15.19% |
| 5 Year | - | 13.32% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 21.95% | 8.22% |
| 3 Year | - | 9.95% |
| 5 Year | - | 8.8% |
Risk Management
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 8.096% |
| Sharp | - | 0.607% |
| Beta | - | - |
| Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Name | Sandeep Manam | Hardik Shah |
| Total AUM | ₹74256 Cr | ₹0 Cr |
| Funds Managed | 20 | 12 |
| Franklin India Balanced Advantage Fund- Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Franklin India Balanced Advantage Fund- Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.89 | 34.05 |
| Large Cap | 47.44 | 56.4 |
| Mid Cap | 8.31 | 5.5 |
| Small Cap | 10.37 | 4.04 |
Sector Allocation
| Scheme Name |
Franklin India Balanced Advantage Fund- Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 34.49 | 32.81 |
| Energy | 3.72 | 7.7 |
| Technology | 6.52 | 6.58 |
| Industrials | 7.65 | 5.28 |
| Consumer Defensive | 3.28 | 2.51 |
| Financial Services | 18.96 | 21.88 |
| Healthcare | 3.86 | 5.99 |
| Basic Materials | 3.4 | 3.97 |
| Communication Services | 4.05 | 3.08 |
| Utilities | 3.23 | 1.99 |
| Consumer Cyclical | 10.13 | 7.77 |
| Real Estate | 0.71 | 0.43 |
Top Comparisons
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
3Y Returns15.53%
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
3Y Returns15.24%
ICICI Prudential Banking and Financial Services Fund - Growth
3Y Returns16.18%
HDFC Banking and Financial Services Fund - Growth Option
3Y Returns17.71%
Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan
3Y Returns7.64%
Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan
3Y Returns7.64%
BANDHAN Government Securities Fund - IP - Regular Plan - Growth
3Y Returns7.75%
HSBC Gilt Fund - Regular Growth
3Y Returns7.07%
