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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| 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 | 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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