Franklin India Balanced Advantage Fund vs Axis Balanced Advantage Fund compare

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Franklin India Balanced Advantage Fund- Growth

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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 Risk
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

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Month	-1.22%	-1.26%
6 Month	-2.52%	-2.24%
1 Year	7.23%	10.4%
3 Year	-	11.77%
5 Year	-	10.95%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month	-	-
1 Year	0.67%	2.68%
3 Year	-	13.84%
5 Year	-	12.75%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Year	22.65%	8.22%
3 Year	-	9.95%
5 Year	-	8.8%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation	-	7.81%
Sharp	-	0.721%
Beta	-	-
Alpha	-	-

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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