Franklin India Balanced Advantage Fund vs Axis Balanced Advantage Fund compare

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Franklin India Balanced Advantage Fund- Growth

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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)	₹2738 Cr	₹3342 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

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Month	-0.28%	-1.04%
6 Month	6.04%	4.87%
1 Year	4.5%	4.24%
3 Year	-	14.03%
5 Year	-	13.21%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month	3.28%	2.21%
1 Year	7.26%	5.17%
3 Year	-	14.27%
5 Year	-	12.94%

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%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation	-	7.80%
Sharp	-	1.16%
Beta	-	-
Alpha	-	-

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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

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Others	34.39	36.84
Large Cap	50.17	55.12
Small Cap	9.57	3.25
Mid Cap	5.88	4.8

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Others	34.39	32.21
Energy	3.44	8.05
Technology	6.31	7.29
Industrials	6.83	6.68
Consumer Defensive	3.01	3.56
Financial Services	19.56	22
Healthcare	4.23	4.45
Basic Materials	3.44	3.7
Communication Services	4.14	2.72
Utilities	3.52	2.36
Consumer Cyclical	10.51	6.33
Real Estate	0.61	0.64