Franklin India Balanced Advantage Fund vs Kotak Balanced Advantage Fund compare

Franklin India Balanced Advantage Fund- Growth

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Kotak Balanced Advantage Fund -Regular Plan - Growth Option

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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	₹16752 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	1.65
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	1.79%	1.92%
6 Month	4.1%	4.83%
1 Year	16%	15.23%
3 Year	-	11.47%
5 Year	-	12.11%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Kotak Balanced Advantage Fund -Regular Plan - Growth Option
6 Month	-	-
1 Year	11.7%	12.55%
3 Year	-	14.4%
5 Year	-	13.5%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Kotak Balanced Advantage Fund -Regular Plan - Growth Option
1 Year	23.46%	12.19%
3 Year	-	11.44%
5 Year	-	11.76%

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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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	38.48
Large Cap	48.44	33.63
Mid Cap	6.41	6.83
Small Cap	10.97	1.77

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Others	21.1	22.67
Petroleum Products	3.15	-
IT - Software	6.61	-
Cement & Cement Products	1.72	-
Construction	3	2.02
Finance	0.74	-
Diversified FMCG	0.97	-
Banks	16.26	-
Pharmaceuticals & Biotechnology	2.66	-
Ferrous Metals	1.05	-
Healthcare Services	1.42	-
Telecom - Services	4.02	-
Gas	1.11	-
Industrial Products	1	-
Automobiles	3.23	-
Agricultural Food & other Products	0.74	-
Oil	0.68	-
Aerospace & Defense	1.03	-
Consumer Durables	2.28	-
Financial Technology (Fintech)	1.19	-
Capital Markets	0.45	-
Chemicals & Petrochemicals	1.05	-
Power	1.66	-
Retailing	1.23	-
Insurance	1.02	-
Leisure Services	2.72	-
Realty	0.35	-
Beverages	1.6	-
Auto Components	1.54	-
Textiles & Apparels	0.64	-
Commercial Services & Supplies	0.7	-
Consumer Staples	-	3.11
Metals & Mining	-	2.47
Services	-	1.25
Healthcare	-	1.44
Energy	-	4.3
Financial	-	18.22
Materials	-	0.41
Automobile	-	3.32
Communication	-	0.49
Sovereign	-	15.91
Technology	-	2.34
Chemicals	-	0.83
Capital Goods	-	1.46
Consumer Discretionary	-	0.47