- 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 Kotak Balanced Advantage Fund compare
Franklin India Balanced Advantage Fund- Growth
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| Fund | Franklin India Balanced Advantage Fund- Growth | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2352 Cr | ₹16649 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 06 Sep 2022 | 03 Aug 2018 |
| 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% | 285.96% |
| Expense Ratio | 1.97 | 1.66 |
| Manager | Sandeep Manam | Harsha Upadhyaya |
| ISIN Code | INF090I01WN2 | INF174KA1186 |
| 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 | Kotak 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 | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.06% | 2.74% |
| 6 Month | 1.5% | 1.14% |
| 1 Year | 8.47% | 10.52% |
| 3 Year | - | 11.65% |
| 5 Year | - | 15.11% |
SIP Return Analysis
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.82% | 2.11% |
| 1 Year | 3.43% | 3.39% |
| 3 Year | - | 11.94% |
| 5 Year | - | 11.48% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 21.95% | 12.38% |
| 3 Year | - | 11.42% |
| 5 Year | - | 11.8% |
Risk Management
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 7.209% |
| Sharp | - | 0.403% |
| 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 | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| Name | Sandeep Manam | Harsha Upadhyaya |
| Total AUM | ₹74256 Cr | ₹139411 Cr |
| Funds Managed | 20 | 11 |
| Franklin India Balanced Advantage Fund- Growth | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Franklin India Balanced Advantage Fund- Growth |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| Others | 33.89 | 33.82 |
| Large Cap | 47.44 | 50.18 |
| Mid Cap | 8.31 | 10.11 |
| Small Cap | 10.37 | 5.89 |
Sector Allocation
| Scheme Name |
Franklin India Balanced Advantage Fund- Growth |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
|---|---|---|
| Others | 34.49 | 32.99 |
| Energy | 3.72 | 4.49 |
| Technology | 6.52 | 9.8 |
| Industrials | 7.65 | 8.3 |
| Consumer Defensive | 3.28 | 4.48 |
| Financial Services | 18.96 | 15.04 |
| Healthcare | 3.86 | 3.72 |
| Basic Materials | 3.4 | 6.4 |
| Communication Services | 4.05 | 2.42 |
| Utilities | 3.23 | 2.61 |
| Consumer Cyclical | 10.13 | 8.03 |
| Real Estate | 0.71 | 1.74 |
Top Comparisons
HDFC Multi-Asset Fund - Growth Option
3Y Returns13.61%
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
3Y Returns0%
SBI Equity Minimum Variance Fund - Regular Plan - Growth
3Y Returns14.21%
HSBC Business Cycles Fund - Regular Growth
3Y Returns20.89%
ITI ELSS Tax Saver Fund Regular - Growth
3Y Returns19.46%
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
3Y Returns14.08%
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH
3Y Returns12.28%
SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth
3Y Returns20.03%
