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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) | ₹2779 Cr | ₹103041 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 | 0.66% | 1.23% |
| 6 Month | 3.6% | 5.32% |
| 1 Year | 5.05% | 4.89% |
| 3 Year | 12.68% | 17.93% |
| 5 Year | - | 23.08% |
SIP Return Analysis
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| 6 Month | 1.25% | 2.05% |
| 1 Year | 7.44% | 10.43% |
| 3 Year | 11.21% | 14.63% |
| 5 Year | - | 17.32% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| 1 Year | 16.44% | 17.32% |
| 3 Year | 12.69% | 16.26% |
| 5 Year | - | 15.12% |
Risk Management
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Standard Deviation | 6.48% | 8.75% |
| Sharp | 0.90% | 1.26% |
| Beta | 0.88% | 1.16% |
| Alpha | 1.39% | 5.14% |
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 | 33.72 | 34.5 |
| Large Cap | 50.39 | 52.86 |
| Mid Cap | 6.9 | 6.83 |
| Small Cap | 8.99 | 5.81 |
Sector Allocation
| Scheme Name |
Franklin India Balanced Advantage Fund- Growth |
HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 33.72 | 31.65 |
| Energy | 3.08 | 7.23 |
| Technology | 4.98 | 5.36 |
| Industrials | 7.44 | 7.96 |
| Consumer Defensive | 3.22 | 2.64 |
| Financial Services | 20.23 | 22.86 |
| Healthcare | 4.49 | 4.04 |
| Basic Materials | 4.35 | 2.31 |
| Consumer Cyclical | 8.73 | 6.76 |
| Communication Services | 4.78 | 3.42 |
| Utilities | 4.43 | 4.21 |
| Real Estate | 0.54 | 1.55 |
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