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Franklin India Balanced Advantage Fund vs Axis Balanced Advantage Fund compare
Franklin India Balanced Advantage Fund- Growth
Axis Balanced Advantage Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Franklin India Balanced Advantage Fund- Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2841 Cr | ₹3810 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 06 Sep 2022 | 01 Aug 2017 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | NIFTY 50 Hybrid Composite debt 50:50 Index |
| Turn Over | 160.29% | 24% |
| Expense Ratio | 1.97 | 2 |
| Manager | Sandeep Manam | Hardik Shah |
| ISIN Code | INF090I01WN2 | INF846K01A52 |
| 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 | Axis Balanced 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 | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.14% | -0.6% |
| 6 Month | 1.36% | 3.17% |
| 1 Year | 2.95% | 4.32% |
| 3 Year | 12.16% | 14.01% |
| 5 Year | - | 11.69% |
SIP Return Analysis
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.04% | 2.31% |
| 1 Year | 7.61% | 10.02% |
| 3 Year | 10.74% | 12.92% |
| 5 Year | - | 12.24% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.44% | 7.96% |
| 3 Year | 12.69% | 10.86% |
| 5 Year | - | 10.67% |
Risk Management
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 6.46% | 7.47% |
| Sharp | 0.83% | 0.90% |
| Beta | 0.88% | 1.06% |
| Alpha | 1.29% | 1.82% |
Fund Managers
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Name | Sandeep Manam | Hardik Shah |
| Total AUM | ₹74256 Cr | ₹0 Cr |
| Funds Managed | 20 | 12 |
| Franklin India Balanced Advantage Fund- Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Franklin India Balanced Advantage Fund- Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.24 | 35.01 |
| Large Cap | 50.97 | 57.06 |
| Mid Cap | 6.68 | 5.16 |
| Small Cap | 9.11 | 2.77 |
Sector Allocation
| Scheme Name |
Franklin India Balanced Advantage Fund- Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.24 | 28.65 |
| Energy | 3.36 | 6.73 |
| Technology | 4.35 | 9.23 |
| Industrials | 7.45 | 7.6 |
| Consumer Defensive | 3.88 | 4.69 |
| Financial Services | 20.38 | 21.62 |
| Healthcare | 4.51 | 5.03 |
| Basic Materials | 4.46 | 3.51 |
| Consumer Cyclical | 8.65 | 7.12 |
| Communication Services | 4.94 | 2.15 |
| Utilities | 4.48 | 2.18 |
| Real Estate | 0.31 | 1.5 |
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