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 ₹2547 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 2.01
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 2.19% 1.82%
6 Month 6.51% 9.11%
1 Year 19.16% 24.31%
3 Year - 12.78%
5 Year - 12.85%

SIP Return Analysis

Scheme Name Franklin India Balanced Advantage Fund- Growth Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month - -
1 Year 15.92% 19.42%
3 Year - 18.62%
5 Year - 15.43%

Rolling Lumpsum Returns

Scheme Name Franklin India Balanced Advantage Fund- Growth Axis Balanced Advantage Fund - Regular Plan - Growth
1 Year 23.46% 7.63%
3 Year - 9.65%
5 Year - 8.02%

Risk Management

Scheme Name Franklin India Balanced Advantage Fund- Growth Axis Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation 5.84% 7.39%
Sharp - 0.89%
Beta - 0.98%
Alpha - 2.31%

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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
Fund Manage 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 21.1 18.35
Large Cap 48.44 53.62
Mid Cap 6.41 8.15
Small Cap 10.97 6.52

Sector Allocation

Scheme Name

Franklin India Balanced Advantage Fund- Growth

Axis Balanced Advantage Fund - Regular Plan - Growth

Others 21.1 18.35
Petroleum Products 3.15 4.54
IT - Software 6.61 6.38
Cement & Cement Products 1.72 1.08
Construction 3 2.97
Finance 0.74 4.42
Diversified FMCG 0.97 0.66
Banks 16.26 14.48
Pharmaceuticals & Biotechnology 2.66 4.91
Ferrous Metals 1.05 0.19
Healthcare Services 1.42 1.63
Telecom - Services 4.02 2.46
Gas 1.11 0.14
Industrial Products 1 0.71
Automobiles 3.23 5.31
Agricultural Food & other Products 0.74 0.64
Oil 0.68 0.54
Aerospace & Defense 1.03 0.99
Consumer Durables 2.28 0.22
Financial Technology (Fintech) 1.19 -
Capital Markets 0.45 0.02
Chemicals & Petrochemicals 1.05 1.32
Power 1.66 2.35
Retailing 1.23 0.65
Insurance 1.02 2.9
Leisure Services 2.72 0.56
Realty 0.35 0.45
Beverages 1.6 0.53
Auto Components 1.54 0.45
Textiles & Apparels 0.64 -
Commercial Services & Supplies 0.7 -
Personal Products - 0.77
Non - Ferrous Metals - 0.77
Electrical Equipment - 0.79
IT - Services - 0.08
Diversified Metals - 0.46
Food Products - 0.04
Household Products - 0.73
Consumable Fuels - 0.87
Fertilizers & Agrochemicals - 0.8
Industrial Manufacturing - 1.45
Transport Services - 0.03

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