- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Franklin India Balanced Advantage Fund vs HDFC Balanced Advantage Fund compare
Franklin India Balanced Advantage Fund- Growth
HDFC Balanced Advantage Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Fund | Franklin India Balanced Advantage Fund- Growth | HDFC Balanced Advantage Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹2738 Cr | ₹101080 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 06 Sep 2022 | 11 Sep 2000 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | NIFTY 50 Hybrid Composite debt 50:50 Index |
| Turn Over | 160.29% | 21.38% |
| Expense Ratio | 1.97 | 1.35 |
| Manager | Sandeep Manam | Anil Bamboli |
| ISIN Code | INF090I01WN2 | INF179K01830 |
| 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 | HDFC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| 1 Month | 0.86% | 1.19% |
| 6 Month | 8.46% | 9.93% |
| 1 Year | 2.99% | 1.64% |
| 3 Year | 12.71% | 18.07% |
| 5 Year | - | 23.41% |
SIP Return Analysis
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| 6 Month | 1.72% | 2.01% |
| 1 Year | 7.17% | 8.02% |
| 3 Year | 12.03% | 15.55% |
| 5 Year | - | 18.21% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| 1 Year | 18.8% | 17.49% |
| 3 Year | - | 16.2% |
| 5 Year | - | 15.09% |
Risk Management
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Standard Deviation | - | 9.18% |
| Sharp | - | 1.14% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Name | Sandeep Manam | Anil Bamboli |
| Total AUM | ₹74256 Cr | ₹135442 Cr |
| Funds Managed | 20 | 12 |
| Franklin India Balanced Advantage Fund- Growth | HDFC Balanced Advantage Fund Regular Growth |
Market Cap
| Scheme Name |
Franklin India Balanced Advantage Fund- Growth |
HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 34.57 | 35.76 |
| Large Cap | 49.55 | 51.34 |
| Mid Cap | 6.41 | 7.11 |
| Small Cap | 9.47 | 5.79 |
Sector Allocation
| Scheme Name |
Franklin India Balanced Advantage Fund- Growth |
HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 34.57 | 33.05 |
| Energy | 3.18 | 6.92 |
| Technology | 5.28 | 5.83 |
| Industrials | 6.89 | 8.06 |
| Consumer Defensive | 2.97 | 2.72 |
| Financial Services | 19.85 | 21.59 |
| Healthcare | 4.32 | 4.2 |
| Basic Materials | 3.98 | 2.04 |
| Consumer Cyclical | 10.45 | 6.36 |
| Communication Services | 3.97 | 3.53 |
| Utilities | 3.94 | 4.21 |
| Real Estate | 0.59 | 1.5 |
Top Comparisons
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
3Y Returns7.36%
Mirae Asset Short Duration Fund- Regular Plan -Growth
3Y Returns6.98%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns15.51%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns15.51%
Tata Gilt Securities Fund -Regular Plan- Growth Option
3Y Returns6.82%
Baroda BNP Paribas GILT FUND - Regular Plan - Growth Option
3Y Returns7.62%
HDFC Credit Risk Debt Fund - Growth Option
3Y Returns7.4%
Nippon India Credit Risk Fund - Growth Plan
3Y Returns8.2%
