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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
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 |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 3.73% | 4.37% |
| 6 Month | -2.28% | -23.22% |
| 1 Year | 7.71% | -9.85% |
| 3 Year | - | 5.5% |
| 5 Year | - | 10.03% |
SIP Return Analysis
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.89% | -12.96% |
| 1 Year | 0.8% | -25.64% |
| 3 Year | - | 1.74% |
| 5 Year | - | 4.55% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 21.95% | 9.45% |
| 3 Year | - | 8.28% |
| 5 Year | - | 8.8% |
Risk Management
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 13.896% |
| Sharp | - | -0.047% |
| Beta | - | - |
| Alpha | - | - |
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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 |
| Funds Managed | 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 | 33.89 | 32.92 |
| Large Cap | 47.44 | 33.5 |
| Mid Cap | 8.31 | 17.36 |
| Small Cap | 10.37 | 16.23 |
Sector Allocation
| Scheme Name |
Franklin India Balanced Advantage Fund- Growth |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Others | 34.49 | 30.21 |
| Energy | 3.72 | - |
| Technology | 6.52 | 17.55 |
| Industrials | 7.65 | 14.52 |
| Consumer Defensive | 3.28 | 0 |
| Financial Services | 18.96 | 12.79 |
| Healthcare | 3.86 | 2.7 |
| Basic Materials | 3.4 | 5.77 |
| Communication Services | 4.05 | 5 |
| Utilities | 3.23 | - |
| Consumer Cyclical | 10.13 | 11.46 |
| Real Estate | 0.71 | - |
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