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 | ₹102790 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 | -0.64% | -1.67% |
6 Month | 5.78% | 6.73% |
1 Year | 4.42% | 1.35% |
3 Year | - | 20.04% |
5 Year | - | 23.75% |
SIP Return Analysis
Scheme Name | Franklin India Balanced Advantage Fund- Growth | HDFC Balanced Advantage Fund Regular Growth |
---|---|---|
6 Month | 3.28% | 3.3% |
1 Year | 7.26% | 6.49% |
3 Year | - | 17.08% |
5 Year | - | 19.63% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Balanced Advantage Fund- Growth | HDFC Balanced Advantage Fund Regular Growth |
---|---|---|
1 Year | 19.81% | 17.82% |
3 Year | - | 16.09% |
5 Year | - | 15.02% |
Risk Management
Scheme Name | Franklin India Balanced Advantage Fund- Growth | HDFC Balanced Advantage Fund Regular Growth |
---|---|---|
Standard Deviation | - | 9.41% |
Sharp | - | 1.60% |
Beta | - | - |
Alpha | - | - |
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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 | 34.39 | 34.65 |
Large Cap | 50.17 | 51.91 |
Small Cap | 9.57 | 6.09 |
Mid Cap | 5.88 | 7.35 |
Sector Allocation
Scheme Name |
Franklin India Balanced Advantage Fund- Growth |
HDFC Balanced Advantage Fund Regular Growth |
---|---|---|
Others | 34.39 | 31.87 |
Energy | 3.44 | 7.41 |
Technology | 6.31 | 5.85 |
Industrials | 6.83 | 8.45 |
Consumer Defensive | 3.01 | 2.62 |
Financial Services | 19.56 | 22.17 |
Healthcare | 4.23 | 4.09 |
Basic Materials | 3.44 | 1.95 |
Communication Services | 4.14 | 3.6 |
Utilities | 3.52 | 4.3 |
Consumer Cyclical | 10.51 | 6.25 |
Real Estate | 0.61 | 1.44 |
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