Franklin India Balanced Advantage Fund vs HDFC Balanced Advantage Fund compare

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tortoise-icon Franklin India Balanced Advantage Fund- Growth

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tortoise-icon HDFC Balanced Advantage Fund - Growth Plan

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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 - Growth Plan
Fund Franklin India Balanced Advantage Fund- Growth HDFC Balanced Advantage Fund - Growth Plan
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1554 Cr ₹73349 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 06 Sep 2022 01 Feb 1994
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 2.05 1.42
Manager Sandeep Manam Anil Bamboli
ISIN Code INF090I01WN2 INF179K01830
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 For units in excess of 15% of the investment, 1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name Franklin India Balanced Advantage Fund- Growth HDFC Balanced Advantage Fund - Growth Plan
1 Month 2.67% 3.95%
6 Month 11.58% 16.36%
1 Year 26.42% 41.1%
3 Year - 24.83%
5 Year - 20.09%

SIP Return Analysis

Scheme Name Franklin India Balanced Advantage Fund- Growth HDFC Balanced Advantage Fund - Growth Plan
6 Month - -
1 Year 11.11% 16.09%
3 Year 19.88% 46.46%
5 Year 19.88% 86.54%

Rolling Lumpsum Returns

Scheme Name Franklin India Balanced Advantage Fund- Growth HDFC Balanced Advantage Fund - Growth Plan
1 Year 16.35% 23.04%
3 Year 22.03% 65.03%
5 Year 22.03% 91.64%

Risk Management

Scheme Name Franklin India Balanced Advantage Fund- Growth HDFC Balanced Advantage Fund - Growth Plan
Standard Deviation 5.84% 9.4%
Sharp - 1.63%
Beta - 0.98%
Alpha - 12.33%

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Fund Managers

Scheme Name Franklin India Balanced Advantage Fund- Growth HDFC Balanced Advantage Fund - Growth Plan
Name Sandeep Manam Anil Bamboli
Total AUM ₹74256 Cr ₹135442 Cr
Fund Manage 20 12
Franklin India Balanced Advantage Fund- Growth HDFC Balanced Advantage Fund - Growth Plan

Market Cap

Scheme Name

Franklin India Balanced Advantage Fund- Growth

HDFC Balanced Advantage Fund - Growth Plan

Others 34.73 30.19
Large Cap 51.27 44.19
Small Cap 8.34 3.24
Mid Cap 5.68 4.58

Sector Allocation

Scheme Name

Franklin India Balanced Advantage Fund- Growth

HDFC Balanced Advantage Fund - Growth Plan

Sovereign 12.08 14.88
Others 15.58 16.38
Financial 25.25 24.46
Construction 3.44 2.32
Technology 6.47 1.69
Energy 6.35 8.45
Communication 4.51 0.38
Capital Goods 3.74 1.09
Automobile 2.84 2.38
Services 7.14 0
Healthcare 4.09 2.82
Consumer Staples 2.51 2.05
Consumer Discretionary 2.79 0
Insurance 0.96 -
Metals & Mining 0.65 1.3877787807814E-17
Materials 1.62 4.28
Diversified - 0.59
Chemicals - 0.43

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