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Franklin India Balanced Advantage Fund vs Axis Balanced Advantage Fund compare

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tortoise-icon Franklin India Balanced Advantage Fund- Growth

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tortoise-icon Axis Balanced Advantage Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹2352 Cr ₹2652 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 0.22% -0.67%
6 Month 1.74% 1.62%
1 Year 6.21% 7.96%
3 Year - 16.24%
5 Year - 13.83%

SIP Return Analysis

Scheme Name Franklin India Balanced Advantage Fund- Growth Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month 4.52% 3.69%
1 Year 7.48% 6.17%
3 Year - 14.89%
5 Year - 13.17%

Rolling Lumpsum Returns

Scheme Name Franklin India Balanced Advantage Fund- Growth Axis Balanced Advantage Fund - Regular Plan - Growth
1 Year 19.81% 8.75%
3 Year - 10.38%
5 Year - 9.89%

Risk Management

Scheme Name Franklin India Balanced Advantage Fund- Growth Axis Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation - 8.096%
Sharp - 0.607%
Beta - -
Alpha - -

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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 33.89 34.05
Large Cap 47.44 56.4
Mid Cap 8.31 5.5
Small Cap 10.37 4.04

Sector Allocation

Scheme Name

Franklin India Balanced Advantage Fund- Growth

Axis Balanced Advantage Fund - Regular Plan - Growth

Others 34.49 32.81
Energy 3.72 7.7
Technology 6.52 6.58
Industrials 7.65 5.28
Consumer Defensive 3.28 2.51
Financial Services 18.96 21.88
Healthcare 3.86 5.99
Basic Materials 3.4 3.97
Communication Services 4.05 3.08
Utilities 3.23 1.99
Consumer Cyclical 10.13 7.77
Real Estate 0.71 0.43

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