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

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tortoise-icon Franklin India Balanced Advantage Fund- Growth

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tortoise-icon 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 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

Trailing Lumpsum Returns

Scheme Name Franklin India Balanced Advantage Fund- Growth Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Month -1.74% -5.89%
6 Month 4.81% 7.33%
1 Year 19.13% 11.19%
3 Year - 10.22%
5 Year - 10%

SIP Return Analysis

Scheme Name Franklin India Balanced Advantage Fund- Growth Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month - -
1 Year - 11.99%
3 Year - 16.35%
5 Year - 13.1%

Rolling Lumpsum Returns

Scheme Name Franklin India Balanced Advantage Fund- Growth Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Year 23.46% 9.37%
3 Year - 8.11%
5 Year - 8.34%

Risk Management

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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Fund Managers

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

Market Cap

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
Mid Cap 5.68 46.3
Small Cap 8.34 16.86

Sector Allocation

Scheme Name

Franklin India Balanced Advantage Fund- Growth

Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

Others 15.58 24.15
Energy 6.35 1.18
Consumer Staples 2.51 1.56
Construction 3.44 3
Automobile 2.84 19.24
Capital Goods 3.74 3.36
Sovereign 12.08 2.43
Technology 6.47 8.26
Materials 1.62 -
Financial 25.25 4.41
Healthcare 4.09 5.17
Metals & Mining 0.65 -
Services 7.14 14.57
Consumer Discretionary 2.79 -
Communication 4.51 3.03
Insurance 0.96 9.62

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