Franklin India Balanced Advantage Fund vs Axis Balanced Advantage Fund compare

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tortoise-icon Franklin India Balanced Advantage Fund- Growth

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tortoise-icon Axis Balanced Advantage Fund - Regular Plan - 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 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) ₹2075 Cr ₹2323 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 06 Sep 2022 07 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 1.99 2.03
Manager Sandeep Manam Hardik Shah
ISIN Code INF090I01WN2 INF846K01A52
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 for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name Franklin India Balanced Advantage Fund- Growth Axis Balanced Advantage Fund - Regular Plan - Growth
1 Month -1.74% -2.49%
6 Month 4.81% 8.47%
1 Year 19.13% 24.95%
3 Year - 11.13%
5 Year - 12.11%

SIP Return Analysis

Scheme Name Franklin India Balanced Advantage Fund- Growth Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month - -
1 Year - 20.18%
3 Year - 18.08%
5 Year - 15.14%

Rolling Lumpsum Returns

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%

Risk Management

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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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
Fund Manage 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 34.73 35.88
Large Cap 51.27 51.36
Mid Cap 5.68 7.43
Small Cap 8.34 5.34

Sector Allocation

Scheme Name

Franklin India Balanced Advantage Fund- Growth

Axis Balanced Advantage Fund - Regular Plan - Growth

Others 15.58 9.94
Energy 6.35 7.6
Consumer Staples 2.51 3.53
Construction 3.44 3.68
Automobile 2.84 6.85
Capital Goods 3.74 4.12
Sovereign 12.08 11.61
Technology 6.47 4.95
Materials 1.62 1.96
Financial 25.25 28.95
Healthcare 4.09 5.51
Metals & Mining 0.65 1.01
Services 7.14 1.28
Consumer Discretionary 2.79 -
Communication 4.51 4.05
Insurance 0.96 2.43
Chemicals - 2.54

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