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
| 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 | ₹2547 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 | 2.01 |
| 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 |
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.79% | 1.2% |
| 6 Month | 4.1% | 5.36% |
| 1 Year | 16% | 18.86% |
| 3 Year | - | 12.26% |
| 5 Year | - | 12.28% |
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 11.7% | 14.35% |
| 3 Year | - | 17.2% |
| 5 Year | - | 14.68% |
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 23.46% | 7.63% |
| 3 Year | - | 9.65% |
| 5 Year | - | 8.02% |
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 5.84% | 7.39% |
| Sharp | - | 0.89% |
| Beta | - | 0.98% |
| Alpha | - | 2.31% |
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| 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 |
| Fund Manage | 20 | 12 |
| Franklin India Balanced Advantage Fund- Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
| Scheme Name |
Franklin India Balanced Advantage Fund- Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 21.1 | 18.35 |
| Large Cap | 48.44 | 53.62 |
| Mid Cap | 6.41 | 8.15 |
| Small Cap | 10.97 | 6.52 |
| Scheme Name |
Franklin India Balanced Advantage Fund- Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 21.1 | 18.35 |
| Petroleum Products | 3.15 | 4.54 |
| IT - Software | 6.61 | 6.38 |
| Cement & Cement Products | 1.72 | 1.08 |
| Construction | 3 | 2.97 |
| Finance | 0.74 | 4.42 |
| Diversified FMCG | 0.97 | 0.66 |
| Banks | 16.26 | 14.48 |
| Pharmaceuticals & Biotechnology | 2.66 | 4.91 |
| Ferrous Metals | 1.05 | 0.19 |
| Healthcare Services | 1.42 | 1.63 |
| Telecom - Services | 4.02 | 2.46 |
| Gas | 1.11 | 0.14 |
| Industrial Products | 1 | 0.71 |
| Automobiles | 3.23 | 5.31 |
| Agricultural Food & other Products | 0.74 | 0.64 |
| Oil | 0.68 | 0.54 |
| Aerospace & Defense | 1.03 | 0.99 |
| Consumer Durables | 2.28 | 0.22 |
| Financial Technology (Fintech) | 1.19 | - |
| Capital Markets | 0.45 | 0.02 |
| Chemicals & Petrochemicals | 1.05 | 1.32 |
| Power | 1.66 | 2.35 |
| Retailing | 1.23 | 0.65 |
| Insurance | 1.02 | 2.9 |
| Leisure Services | 2.72 | 0.56 |
| Realty | 0.35 | 0.45 |
| Beverages | 1.6 | 0.53 |
| Auto Components | 1.54 | 0.45 |
| Textiles & Apparels | 0.64 | - |
| Commercial Services & Supplies | 0.7 | - |
| Personal Products | - | 0.77 |
| Non - Ferrous Metals | - | 0.77 |
| Electrical Equipment | - | 0.79 |
| IT - Services | - | 0.08 |
| Diversified Metals | - | 0.46 |
| Food Products | - | 0.04 |
| Household Products | - | 0.73 |
| Consumable Fuels | - | 0.87 |
| Fertilizers & Agrochemicals | - | 0.8 |
| Industrial Manufacturing | - | 1.45 |
| Transport Services | - | 0.03 |
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