Franklin India Balanced Advantage Fund vs Axis Balanced Advantage Fund compare

Link copied to clipboard!

tortoise-icon Franklin India Balanced Advantage Fund- Growth

Invest Now

tortoise-icon Axis Balanced Advantage Fund - Regular Plan - Growth

Invest Now

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) ₹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

Trailing Lumpsum Returns

Scheme Name Franklin India Balanced Advantage Fund- Growth Axis Balanced Advantage Fund - Regular Plan - Growth
1 Month -2.07% -1.68%
6 Month 0.17% 0.76%
1 Year 11.25% 14.97%
3 Year - 11.41%
5 Year - 11.72%

SIP Return Analysis

Scheme Name Franklin India Balanced Advantage Fund- Growth Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month - -
1 Year 6.66% 8.76%
3 Year - 15.58%
5 Year - 13.73%

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 21.1 18.35
Large Cap 48.44 53.62
Mid Cap 6.41 8.15
Small Cap 10.97 6.52

Sector Allocation

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

Top Comparisons

HSBC Consumption Fund - Regular (G) HSBC Consumption Fund - Regular (G)

3Y Returns0%

VS

Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option

3Y Returns15%

Compare Now

Parag Parikh Arbitrage Fund Regular - Growth Parag Parikh Arbitrage Fund Regular - Growth

3Y Returns0%

VS

HSBC Arbitrage Fund - Regular Growth HSBC Arbitrage Fund - Regular Growth

3Y Returns6.13%

Compare Now

Tata Gilt Securities Fund -Regular Plan- Growth Option Tata Gilt Securities Fund -Regular Plan- Growth Option

3Y Returns6.34%

VS

DSP Gilt Fund - Regular Plan - Growth DSP Gilt Fund - Regular Plan - Growth

3Y Returns6.73%

Compare Now

Bandhan Midcap Fund Regular - Growth Bandhan Midcap Fund Regular - Growth

3Y Returns0%

VS

Tata Mid Cap Growth Fund Regular Plan- Growth Option Tata Mid Cap Growth Fund Regular Plan- Growth Option

3Y Returns17.94%

Compare Now
Request call back
Add to Cart Successfully