Franklin India Balanced Advantage Fund vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare
Franklin India Balanced Advantage Fund- Growth
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Chart Comparison
| 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 | Very High |
| Asset Size (Cr) | ₹2075 Cr | ₹1228 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 06 Sep 2022 | 05 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 | 1.99 | 2.17 |
| Manager | Sandeep Manam | Rakesh Shetty |
| ISIN Code | INF090I01WN2 | INF247L01585 |
| 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 of 1%, if redeemed within 15 days./365 |
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.06% | 5.22% |
| 6 Month | 10.77% | 18.37% |
| 1 Year | 25.38% | 26.2% |
| 3 Year | - | 14.06% |
| 5 Year | - | 13.31% |
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 11.11% | 7.29% |
| 3 Year | 19.88% | 24.3% |
| 5 Year | 19.88% | 35.58% |
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.35% | 11.23% |
| 3 Year | 22.03% | 28.35% |
| 5 Year | 22.03% | 40.24% |
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 5.84% | 9.95% |
| Sharp | - | 0.62% |
| Beta | - | 0.81% |
| Alpha | - | 2.75% |
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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 | 34.73 | 19.11 |
| Large Cap | 51.27 | 17.71 |
| Small Cap | 8.34 | 16.86 |
| Mid Cap | 5.68 | 46.3 |
| Scheme Name |
Franklin India Balanced Advantage Fund- Growth |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Sovereign | 12.08 | 2.43 |
| Others | 15.58 | 24.15 |
| Financial | 25.25 | 4.41 |
| Construction | 3.44 | 3 |
| Technology | 6.47 | 8.26 |
| Energy | 6.35 | 1.18 |
| Communication | 4.51 | 3.03 |
| Capital Goods | 3.74 | 3.36 |
| Automobile | 2.84 | 19.24 |
| Services | 7.14 | 14.57 |
| Healthcare | 4.09 | 5.17 |
| Consumer Staples | 2.51 | 1.56 |
| Consumer Discretionary | 2.79 | - |
| Insurance | 0.96 | 9.62 |
| Metals & Mining | 0.65 | - |
| Materials | 1.62 | - |
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