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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) | ₹2885 Cr | ₹3816 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% | -1.75% |
| 6 Month | -0.27% | 2.16% |
| 1 Year | 5.75% | 6.34% |
| 3 Year | 12.76% | 14.49% |
| 5 Year | - | 11.85% |
SIP Return Analysis
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.78% | 1.9% |
| 1 Year | 5.79% | 8.62% |
| 3 Year | 9.51% | 11.77% |
| 5 Year | - | 11.85% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.45% | 7.84% |
| 3 Year | 12.8% | 10.97% |
| 5 Year | - | 10.77% |
Risk Management
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 5.84% | 7.39% |
| Sharp | 1.02% | 1.15% |
| Beta | 0.85% | 1.08% |
| Alpha | 2.05% | 2.69% |
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 | 34.87 | 35.47 |
| Large Cap | 50.83 | 56.83 |
| Small Cap | 7.52 | 2.85 |
| Mid Cap | 6.78 | 4.85 |
Sector Allocation
| Scheme Name |
Franklin India Balanced Advantage Fund- Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 34.43 | 29.16 |
| Energy | 3.66 | 6.59 |
| Technology | 4.53 | 8.81 |
| Industrials | 8.71 | 7.27 |
| Consumer Defensive | 3.8 | 4.49 |
| Financial Services | 20.48 | 21.75 |
| Healthcare | 4.15 | 5.07 |
| Basic Materials | 3.85 | 3.6 |
| Consumer Cyclical | 7.33 | 7.47 |
| Communication Services | 4.66 | 2.09 |
| Utilities | 3.67 | 2.17 |
| Real Estate | 0.74 | 1.53 |
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