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 | High |
| Asset Size (Cr) | ₹2352 Cr | ₹1238 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 | 2.18 |
| 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 | 1.79% | -0.5% |
| 6 Month | 4.1% | 1.55% |
| 1 Year | 16% | 9.68% |
| 3 Year | - | 11.08% |
| 5 Year | - | 9.69% |
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 11.7% | 5.1% |
| 3 Year | - | 14.34% |
| 5 Year | - | 12.05% |
| 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% |
| 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 | 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 |
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