Franklin India Balanced Advantage Fund vs Kotak Balanced Advantage Fund compare

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Franklin India Balanced Advantage Fund- Growth

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Kotak Balanced Advantage Fund -Regular Plan - Growth Option

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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	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 Risk
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

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Kotak Balanced Advantage Fund -Regular Plan - Growth Option
1 Month	-1.22%	-2%
6 Month	-2.52%	-3.9%
1 Year	7.23%	7.4%
3 Year	-	9.87%
5 Year	-	10.72%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Kotak Balanced Advantage Fund -Regular Plan - Growth Option
6 Month	-	-
1 Year	0.78%	-0.18%
3 Year	-	10.18%
5 Year	-	10.86%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Kotak Balanced Advantage Fund -Regular Plan - Growth Option
1 Year	22.65%	12.38%
3 Year	-	11.42%
5 Year	-	11.8%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Standard Deviation	-	6.467%
Sharp	-	0.654%
Beta	-	-
Alpha	-	-

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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
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	21.1	30.7
Large Cap	48.44	40.06
Mid Cap	6.41	9.49
Small Cap	10.97	6.46

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Others	21.1	30.22
Petroleum Products	3.15	3.08
IT - Software	6.61	8.36
Cement & Cement Products	1.72	0.8
Construction	3	1.93
Finance	0.74	1.78
Diversified FMCG	0.97	2.75
Banks	16.26	9.74
Pharmaceuticals & Biotechnology	2.66	1.15
Ferrous Metals	1.05	0.04
Healthcare Services	1.42	1.19
Telecom - Services	4.02	1.97
Gas	1.11	0.79
Industrial Products	1	1.54
Automobiles	3.23	2.94
Agricultural Food & other Products	0.74	-
Oil	0.68	0.39
Aerospace & Defense	1.03	0.52
Consumer Durables	2.28	0.82
Financial Technology (Fintech)	1.19	0.71
Capital Markets	0.45	0.09
Chemicals & Petrochemicals	1.05	0.77
Power	1.66	1.67
Retailing	1.23	1.38
Insurance	1.02	0.93
Leisure Services	2.72	0.05
Realty	0.35	2.06
Beverages	1.6	0.85
Auto Components	1.54	2.97
Textiles & Apparels	0.64	-
Commercial Services & Supplies	0.7	-
Cement and Cement Products	-	0.1
Non - Ferrous Metals	-	0.39
Personal Products	-	0.52
Transport Services	-	1.31
Fertilizers & Agrochemicals	-	1.05
Electrical Equipment	-	0.74
Diversified Metals	-	-0.01
Agricultural, Commercial & Construction Vehicles	-	0.2
Metals & Minerals Trading	-	-0.01
Consumable Fuels	-	0.19
Pharmaceuticals and Biotechnology	-	0.43
Transport Infrastructure	-	-0.01
Industrial Manufacturing	-	0.32