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)	₹2352 Cr	₹1011 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	2.19%	0.44%
6 Month	1.55%	-17.17%
1 Year	8.33%	-8.98%
3 Year	-	6.33%
5 Year	-	7.89%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month	1.82%	-4.96%
1 Year	3.43%	-21.15%
3 Year	-	2.55%
5 Year	-	4.9%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Year	21.95%	9.45%
3 Year	-	8.28%
5 Year	-	8.8%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Standard Deviation	-	13.896%
Sharp	-	-0.047%
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	33.89	32.92
Large Cap	47.44	33.5
Mid Cap	8.31	17.36
Small Cap	10.37	16.23

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	34.49	30.21
Energy	3.72	-
Technology	6.52	17.55
Industrials	7.65	14.52
Consumer Defensive	3.28	0
Financial Services	18.96	12.79
Healthcare	3.86	2.7
Basic Materials	3.4	5.77
Communication Services	4.05	5
Utilities	3.23	-
Consumer Cyclical	10.13	11.46
Real Estate	0.71	-