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)	₹2841 Cr	₹937 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	-1.14%	-4.26%
6 Month	1.36%	3.21%
1 Year	2.95%	-8.39%
3 Year	12.16%	8.53%
5 Year	-	6.54%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month	1.04%	-0.81%
1 Year	7.61%	7.77%
3 Year	10.74%	4.22%
5 Year	-	6.18%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Year	16.44%	7.66%
3 Year	12.69%	8.43%
5 Year	-	8.45%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Standard Deviation	6.46%	14.05%
Sharp	0.83%	0.24%
Beta	0.88%	1.34%
Alpha	1.29%	-2.82%

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	33.24	51.18
Large Cap	50.97	17.79
Mid Cap	6.68	15.2
Small Cap	9.11	15.84

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	33.24	36.19
Energy	3.36	-
Technology	4.35	16.63
Industrials	7.45	0
Consumer Defensive	3.88	-
Financial Services	20.38	0
Healthcare	4.51	7.54
Basic Materials	4.46	15.13
Consumer Cyclical	8.65	15.53
Communication Services	4.94	8.98
Utilities	4.48	-
Real Estate	0.31	-