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

Link copied to clipboard!

Franklin India Balanced Advantage Fund- Growth

Invest Now

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

Invest Now

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)	₹2738 Cr	₹1022 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	0.86%	3.25%
6 Month	8.46%	16.53%
1 Year	2.99%	-12.73%
3 Year	12.71%	8.31%
5 Year	-	8.44%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month	1.72%	7.73%
1 Year	7.17%	9.37%
3 Year	12.03%	7.5%
5 Year	-	7.93%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Year	18.8%	8.45%
3 Year	-	8.28%
5 Year	-	8.75%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Standard Deviation	-	13.46%
Sharp	-	0.19%
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	34.57	23.24
Large Cap	49.55	27.7
Mid Cap	6.41	29.77
Small Cap	9.47	19.3

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	34.57	8.65
Energy	3.18	-
Technology	5.28	30.48
Industrials	6.89	4.23
Consumer Defensive	2.97	-
Financial Services	19.85	12.82
Healthcare	4.32	3.2
Basic Materials	3.98	11.27
Consumer Cyclical	10.45	29.34
Communication Services	3.97	0
Utilities	3.94	-
Real Estate	0.59	-