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
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) | ₹2075 Cr | ₹16348 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 06 Sep 2022 | 05 Jul 2018 |
Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
Fund Type | 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 | 1.99 | 1.65 |
Manager | Sandeep Manam | Harsha Upadhyaya |
ISIN Code | INF090I01WN2 | INF174KA1186 |
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 8% of the investment,1% will be charged for redemption within 365 days/365 |
Scheme Name | Franklin India Balanced Advantage Fund- Growth | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
---|---|---|
1 Month | 1.06% | 1.11% |
6 Month | 10.77% | 12.82% |
1 Year | 25.38% | 22.94% |
3 Year | - | 12.21% |
5 Year | - | 13.62% |
Scheme Name | Franklin India Balanced Advantage Fund- Growth | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 11.11% | 9.53% |
3 Year | 19.88% | 22.25% |
5 Year | 19.88% | 38.84% |
Scheme Name | Franklin India Balanced Advantage Fund- Growth | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
---|---|---|
1 Year | 16.35% | 12.91% |
3 Year | 22.03% | 30.76% |
5 Year | 22.03% | 41.99% |
Scheme Name | Franklin India Balanced Advantage Fund- Growth | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 5.84% | 5.45% |
Sharp | - | 0.94% |
Beta | - | 0.76% |
Alpha | - | 2.13% |
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Get Free Experts GuidanceScheme 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 |
Fund Manage | 20 | 11 |
Franklin India Balanced Advantage Fund- Growth | Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Scheme Name |
Franklin India Balanced Advantage Fund- Growth |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
---|---|---|
Others | 34.73 | 38.48 |
Large Cap | 51.27 | 33.63 |
Small Cap | 8.34 | 1.77 |
Mid Cap | 5.68 | 6.83 |
Scheme Name |
Franklin India Balanced Advantage Fund- Growth |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
---|---|---|
Sovereign | 12.08 | 15.91 |
Others | 15.58 | 22.67 |
Financial | 25.25 | 18.22 |
Construction | 3.44 | 2.02 |
Technology | 6.47 | 2.34 |
Energy | 6.35 | 4.3 |
Communication | 4.51 | 0.49 |
Capital Goods | 3.74 | 1.46 |
Automobile | 2.84 | 3.32 |
Services | 7.14 | 1.25 |
Healthcare | 4.09 | 1.44 |
Consumer Staples | 2.51 | 3.11 |
Consumer Discretionary | 2.79 | 0.47 |
Insurance | 0.96 | - |
Metals & Mining | 0.65 | 2.47 |
Materials | 1.62 | 0.41 |
Chemicals | - | 0.83 |
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