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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) | ₹2779 Cr | ₹3591 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 | 1.82% | 2.68% |
| 6 Month | 4.12% | 4.13% |
| 1 Year | 5.79% | 5.88% |
| 3 Year | 12.85% | 14.02% |
| 5 Year | - | 13.1% |
SIP Return Analysis
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.27% | 0.23% |
| 1 Year | 4.97% | 4.48% |
| 3 Year | 10.54% | 11.74% |
| 5 Year | - | 11.49% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.44% | 8.43% |
| 3 Year | 12.69% | 10.68% |
| 5 Year | - | 10.45% |
Risk Management
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 6.48% | 7.49% |
| Sharp | 0.90% | 0.93% |
| Beta | 0.88% | 1.06% |
| Alpha | 1.39% | 1.60% |
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 | 33.72 | 35.01 |
| Large Cap | 50.39 | 56.65 |
| Mid Cap | 6.9 | 5.84 |
| Small Cap | 8.99 | 2.51 |
Sector Allocation
| Scheme Name |
Franklin India Balanced Advantage Fund- Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.72 | 29.95 |
| Energy | 3.08 | 6.86 |
| Technology | 4.98 | 8.14 |
| Industrials | 7.44 | 7.02 |
| Consumer Defensive | 3.22 | 4.2 |
| Financial Services | 20.23 | 22.29 |
| Healthcare | 4.49 | 5.28 |
| Basic Materials | 4.35 | 3.67 |
| Consumer Cyclical | 8.73 | 6.85 |
| Communication Services | 4.78 | 2.02 |
| Utilities | 4.43 | 2.34 |
| Real Estate | 0.54 | 1.37 |
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