Franklin India Balanced Advantage Fund vs HDFC Balanced Advantage Fund compare

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Franklin India Balanced Advantage Fund- Growth

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HDFC Balanced Advantage Fund Regular Growth

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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	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

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%

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%

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%

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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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

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

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