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)	₹2738 Cr	₹913 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	-0.64%	1.78%
6 Month	5.78%	3.83%
1 Year	4.42%	-9.67%
3 Year	-	9.28%
5 Year	-	7.88%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month	3.28%	7.05%
1 Year	7.26%	-2.94%
3 Year	-	5.82%
5 Year	-	6.96%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Year	19.81%	8.82%
3 Year	-	8.08%
5 Year	-	8.82%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Standard Deviation	-	14.09%
Sharp	-	0.39%
Beta	-	-
Alpha	-	-

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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	34.39	39.47
Large Cap	50.17	30.95
Small Cap	9.57	9.1
Mid Cap	5.88	20.47

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	34.39	18.21
Energy	3.44	-
Technology	6.31	29.03
Industrials	6.83	5.38
Consumer Defensive	3.01	0
Financial Services	19.56	5.51
Healthcare	4.23	2.41
Basic Materials	3.44	14.83
Communication Services	4.14	6.6
Utilities	3.52	-
Consumer Cyclical	10.51	18.02
Real Estate	0.61	-