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Franklin India Balanced Advantage Fund vs HSBC Balanced Advantage Fund compare
Franklin India Balanced Advantage Fund- Growth
HSBC Balanced Advantage Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Fund | Franklin India Balanced Advantage Fund- Growth | HSBC Balanced Advantage Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Moderately High |
| Asset Size (Cr) | ₹2841 Cr | ₹1588 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 06 Sep 2022 | 07 Feb 2011 |
| 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% | 49% |
| Expense Ratio | 1.97 | 2.11 |
| Manager | Sandeep Manam | Mahesh A Chhabria |
| ISIN Code | INF090I01WN2 | INF917K01KY4 |
| 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 | HSBC 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 | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.35% | -0.25% |
| 6 Month | 2.94% | 3.21% |
| 1 Year | 7.04% | 4.82% |
| 3 Year | 12.82% | 11.87% |
| 5 Year | - | 9.74% |
SIP Return Analysis
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.42% | 0.81% |
| 1 Year | 7.91% | 6.43% |
| 3 Year | 11.51% | 10.06% |
| 5 Year | - | 10% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 16.44% | 8.25% |
| 3 Year | 12.69% | 9.41% |
| 5 Year | - | 9.98% |
Risk Management
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 6.48% | 6.63% |
| Sharp | 0.90% | 0.75% |
| Beta | 0.88% | 0.84% |
| Alpha | 1.39% | 0.73% |
Fund Managers
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Name | Sandeep Manam | Mahesh A Chhabria |
| Total AUM | ₹74256 Cr | ₹15021 Cr |
| Funds Managed | 20 | 9 |
| Franklin India Balanced Advantage Fund- Growth | HSBC Balanced Advantage Fund - Regular Growth |
Market Cap
| Scheme Name |
Franklin India Balanced Advantage Fund- Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 33.24 | 36.06 |
| Large Cap | 50.97 | 45.68 |
| Mid Cap | 6.68 | 8.24 |
| Small Cap | 9.11 | 10.02 |
Sector Allocation
| Scheme Name |
Franklin India Balanced Advantage Fund- Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 33.24 | 31.53 |
| Energy | 3.36 | 2.34 |
| Technology | 4.35 | 5.92 |
| Industrials | 7.45 | 7.35 |
| Consumer Defensive | 3.88 | 7.74 |
| Financial Services | 20.38 | 23.94 |
| Healthcare | 4.51 | 7.61 |
| Basic Materials | 4.46 | 1.08 |
| Consumer Cyclical | 8.65 | 7.44 |
| Communication Services | 4.94 | - |
| Utilities | 4.48 | 3.28 |
| Real Estate | 0.31 | 1.76 |
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