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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) | ₹2841 Cr | ₹107971 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 | -0.78% | -0.47% |
| 6 Month | 0.93% | 2% |
| 1 Year | 4.13% | 6.79% |
| 3 Year | 12.7% | 18.23% |
| 5 Year | - | 19.95% |
SIP Return Analysis
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| 6 Month | 0.26% | 1.2% |
| 1 Year | 5.59% | 8.72% |
| 3 Year | 10.36% | 13.79% |
| 5 Year | - | 16.95% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| 1 Year | 16.44% | 17.35% |
| 3 Year | 12.69% | 16.32% |
| 5 Year | - | 15.11% |
Risk Management
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Standard Deviation | 6.46% | 8.69% |
| Sharp | 0.83% | 1.18% |
| Beta | 0.88% | 1.16% |
| Alpha | 1.29% | 4.92% |
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 | 33.24 | 33.92 |
| Large Cap | 50.97 | 53.76 |
| Mid Cap | 6.68 | 7.06 |
| Small Cap | 9.11 | 5.26 |
Sector Allocation
| Scheme Name |
Franklin India Balanced Advantage Fund- Growth |
HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 33.24 | 29.67 |
| Energy | 3.36 | 7.59 |
| Technology | 4.35 | 6.11 |
| Industrials | 7.45 | 7.82 |
| Consumer Defensive | 3.88 | 2.53 |
| Financial Services | 20.38 | 23.67 |
| Healthcare | 4.51 | 4.18 |
| Basic Materials | 4.46 | 2.16 |
| Consumer Cyclical | 8.65 | 6.89 |
| Communication Services | 4.94 | 3.62 |
| Utilities | 4.48 | 3.93 |
| Real Estate | 0.31 | 1.83 |
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