Compare Franklin India Balanced Advantage Fund vs Axis Balanced Advantage Fund
Risk | Very High | Very High |
Rating | 4.0 | 4.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 1.93 | 1.91 |
NAV | ₹14.33 | ₹21.26 |
Fund Started | 16 Aug 2022 | 11 Jul 2017 |
Fund Size | ₹2884.57 Cr | ₹3816.40 Cr |
Exit Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year. | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. |
Risk
Very High
Very High
Rating
4.0
4.0
Min SIP Amount
₹500
₹100
Expense Ratio
1.93
1.91
NAV
₹14.33
₹21.26
Fund Started
16 Aug 2022
11 Jul 2017
Fund Size
₹2884.57 Cr
₹3816.40 Cr
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
1 Year | 4.73% | 6.44% |
3 Year | 11.84% | 13.89% |
5 Year | - | 10.79% |
1 Year
4.73%
6.44%
3 Year
11.84%
13.89%
5 Year
-
10.79%
Equity | 53.49% | 57.13% |
Cash | 14.02% | 14.28% |
Equity
53.49%
57.13%
Cash
14.02%
14.28%
Top 10 Holdings |
|
|
Top 10 Holdings
HDFC Bank Ltd. | 6.80% |
Bharti Airtel Ltd. | 4.66% |
ICICI Bank Ltd. | 4.34% |
Reliance Industries Ltd. | 3.66% |
Larsen & Toubro Ltd. | 3.20% |
State Bank of India | 2.47% |
HCL Technologies Ltd. | 2.34% |
Infosys Ltd. | 2.20% |
Axis Bank Ltd. | 2.11% |
Tata Steel Ltd. | 1.69% |
Reliance Industries Ltd. | 5.70% |
HDFC Bank Ltd. | 5.06% |
State Bank of India | 4.58% |
Infosys Ltd. | 3.66% |
ICICI Bank Ltd. | 3.53% |
Mahindra & Mahindra Ltd. | 3.00% |
Larsen & Toubro Ltd. | 2.66% |
Bharti Airtel Ltd. | 1.97% |
Bajaj Finance Ltd. | 1.84% |
Tata Consultancy Services Ltd. | 1.66% |
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Start Date | - | - |
Name
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Start Date
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Description | The scheme seeks to generate long-term capital appreciation and income generation by investing in a dynamically managed portfolio of equity & equity related instruments and fixed income and money market instruments. | The scheme seeks to achieve the dual objective of capital appreciation by investing in a portfolio of equity or equity linked securities and generating income through investments in debt and money market instruments. It also aims to manage risk through active asset allocation. |
Launch Date | 16 Aug 2022 | 11 Jul 2017 |
Description
The scheme seeks to generate long-term capital appreciation and income generation by investing in a dynamically managed portfolio of equity & equity related instruments and fixed income and money market instruments.
The scheme seeks to achieve the dual objective of capital appreciation by investing in a portfolio of equity or equity linked securities and generating income through investments in debt and money market instruments. It also aims to manage risk through active asset allocation.
Launch Date
16 Aug 2022
11 Jul 2017