- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹2738 Cr | ₹3489 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 | 1.15% | 1.55% |
| 6 Month | 8.05% | 7.46% |
| 1 Year | 2.89% | 1.89% |
| 3 Year | 12.59% | 13.22% |
| 5 Year | - | 13.22% |
SIP Return Analysis
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.72% | 1.77% |
| 1 Year | 7.17% | 6.76% |
| 3 Year | 12.03% | 13.5% |
| 5 Year | - | 12.39% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 18.8% | 8.63% |
| 3 Year | - | 10.55% |
| 5 Year | - | 10.25% |
Risk Management
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 7.64% |
| Sharp | - | 0.76% |
| Beta | - | - |
| Alpha | - | - |
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 | 34.57 | 36.86 |
| Large Cap | 49.55 | 54.94 |
| Mid Cap | 6.41 | 5.37 |
| Small Cap | 9.47 | 2.84 |
Sector Allocation
| Scheme Name |
Franklin India Balanced Advantage Fund- Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 34.57 | 32.11 |
| Energy | 3.18 | 7.26 |
| Technology | 5.28 | 7.07 |
| Industrials | 6.89 | 7.13 |
| Consumer Defensive | 2.97 | 3.25 |
| Financial Services | 19.85 | 22.96 |
| Healthcare | 4.32 | 5.67 |
| Basic Materials | 3.98 | 3.57 |
| Consumer Cyclical | 10.45 | 5.44 |
| Communication Services | 3.97 | 2.4 |
| Utilities | 3.94 | 2.56 |
| Real Estate | 0.59 | 0.57 |
Top Comparisons
BANDHAN Bond Fund - Short Term - Regular Plan - Growth
3Y Returns7.25%
Canara Robeco Short Duration Fund - Regular Plan - Growth Option
3Y Returns6.66%
Kotak Multi Asset Allocation Fund - Regular (G)
3Y Returns0%
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns11.24%
Tata Focused Fund-Regular Plan-Growth
3Y Returns14.97%
360 ONE Focused Fund Regular-Growth
3Y Returns15.65%
SBI US Specific Equity Active FoF - Regular Plan - Growth
3Y Returns21.84%
Edelweiss Asean Equity Off-shore Fund - Regular Plan - Growth Option
3Y Returns11.04%
