Franklin India Balanced Advantage Fund vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare

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Franklin India Balanced Advantage Fund- Growth

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Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

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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	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Fund	Franklin India Balanced Advantage Fund- Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	High
Asset Size (Cr)	₹2779 Cr	₹928 Cr
Min Investment	₹5000	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹500
Launch Date	06 Sep 2022	27 Sep 2016
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite debt 50:50 Index	CRISIL Hybrid 50+50 Moderate TRI
Turn Over	160.29%	260%
Expense Ratio	1.97	2.19
Manager	Sandeep Manam	Rakesh Shetty
ISIN Code	INF090I01WN2	INF247L01585
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	Motilal Oswal Balance 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	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Month	1.82%	4.58%
6 Month	4.12%	12.18%
1 Year	5.79%	-6.55%
3 Year	12.85%	9.24%
5 Year	-	8.4%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month	1.66%	4%
1 Year	8.49%	11.21%
3 Year	12.01%	6.9%
5 Year	-	7.71%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Year	16.44%	8.02%
3 Year	12.69%	8.33%
5 Year	-	8.58%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Standard Deviation	6.50%	13.72%
Sharp	0.91%	0.10%
Beta	-	-
Alpha	-	-

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Name	Sandeep Manam	Rakesh Shetty
Total AUM	₹74256 Cr	₹33886 Cr
Funds Managed	20	19
	Franklin India Balanced Advantage Fund- Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	33.72	24.87
Large Cap	50.39	26.96
Mid Cap	6.9	28.81
Small Cap	8.99	19.35

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	33.72	6.52
Energy	3.08	-
Technology	4.98	29.74
Industrials	7.44	3.93
Consumer Defensive	3.22	-
Financial Services	20.23	9.71
Healthcare	4.49	6.02
Basic Materials	4.35	15.46
Consumer Cyclical	8.73	28.62
Communication Services	4.78	-
Utilities	4.43	-
Real Estate	0.54	-