Franklin India Balanced Advantage Fund vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare

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Franklin India Balanced Advantage Fund- Growth

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Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - 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	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Fund	Franklin India Balanced Advantage Fund- Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	High Risk
Asset Size (Cr)	₹2352 Cr	₹1011 Cr
Min Investment	₹5000	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹500
Launch Date	06 Sep 2022	27 Sep 2016
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite debt 50:50 Index	CRISIL Hybrid 50+50 Moderate TRI
Turn Over	160.29%	260%
Expense Ratio	1.97	2.19
Manager	Sandeep Manam	Rakesh Shetty
ISIN Code	INF090I01WN2	INF247L01585
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	Motilal Oswal Balance 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	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Month	-1.22%	-10.5%
6 Month	-2.52%	-20.98%
1 Year	7.23%	-7.62%
3 Year	-	5.65%
5 Year	-	5.64%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month	-	-
1 Year	0.67%	-25.16%
3 Year	-	1.77%
5 Year	-	4.65%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Year	22.65%	9.45%
3 Year	-	8.28%
5 Year	-	8.8%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Standard Deviation	-	12.659%
Sharp	-	0.107%
Beta	-	-
Alpha	-	-

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Scheme Name	Franklin India Balanced Advantage Fund- Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Name	Sandeep Manam	Rakesh Shetty
Total AUM	₹74256 Cr	₹33886 Cr
Fund Manage	20	19
	Franklin India Balanced Advantage Fund- Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	21.1	17.11
Large Cap	48.44	16.73
Mid Cap	6.41	37.81
Small Cap	10.97	28.37

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	21.1	17.11
Petroleum Products	3.15	-
IT - Software	6.61	2.43
Cement & Cement Products	1.72	-
Construction	3	1.02
Finance	0.74	14.99
Diversified FMCG	0.97	-
Banks	16.26	6.65
Pharmaceuticals & Biotechnology	2.66	1.05
Ferrous Metals	1.05	-
Healthcare Services	1.42	-
Telecom - Services	4.02	-
Gas	1.11	-
Industrial Products	1	-
Automobiles	3.23	0.55
Agricultural Food & other Products	0.74	-
Oil	0.68	-
Aerospace & Defense	1.03	-
Consumer Durables	2.28	0.58
Financial Technology (Fintech)	1.19	2.94
Capital Markets	0.45	-
Chemicals & Petrochemicals	1.05	-
Power	1.66	-
Retailing	1.23	9.33
Insurance	1.02	11.99
Leisure Services	2.72	2.37
Realty	0.35	-
Beverages	1.6	-
Auto Components	1.54	17.7
Textiles & Apparels	0.64	-
Commercial Services & Supplies	0.7	-
IT - Services	-	6.95
Transport Infrastructure	-	4.36