Franklin India Balanced Advantage Fund vs HSBC Balanced Advantage Fund compare

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tortoise-icon Franklin India Balanced Advantage Fund- Growth

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tortoise-icon HSBC 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 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 Very High
Asset Size (Cr) ₹2075 Cr ₹1446 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 06 Sep 2022 01 Jan 2013
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 1.99 2.12
Manager Sandeep Manam Mahesh A Chhabria
ISIN Code INF090I01WN2 INF917K01KY4
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 Exit load of 1% if units in excess of 10% are redeemed or switched-out within 1 year/365

Trailing Lumpsum Returns

Scheme Name Franklin India Balanced Advantage Fund- Growth HSBC Balanced Advantage Fund - Regular Growth
1 Month 1.06% 0.98%
6 Month 10.77% 10.57%
1 Year 25.38% 23.64%
3 Year - 11.7%
5 Year - 11.86%

SIP Return Analysis

Scheme Name Franklin India Balanced Advantage Fund- Growth HSBC Balanced Advantage Fund - Regular Growth
6 Month - -
1 Year 11.11% 8.57%
3 Year 19.88% 21.35%
5 Year 19.88% 33.62%

Rolling Lumpsum Returns

Scheme Name Franklin India Balanced Advantage Fund- Growth HSBC Balanced Advantage Fund - Regular Growth
1 Year 16.35% 11.08%
3 Year 22.03% 27.05%
5 Year 22.03% 37.8%

Risk Management

Scheme Name Franklin India Balanced Advantage Fund- Growth HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation 5.84% 5.55%
Sharp - 0.82%
Beta - 0.73%
Alpha - 1.73%

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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
Fund Manage 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 34.73 33.62
Large Cap 51.27 30.99
Mid Cap 5.68 18.95
Small Cap 8.34 16.44

Sector Allocation

Scheme Name

Franklin India Balanced Advantage Fund- Growth

HSBC Balanced Advantage Fund - Regular Growth

Others 15.58 2.29
Energy 6.35 6.84
Consumer Staples 2.51 4.63
Construction 3.44 6.93
Automobile 2.84 1.22
Capital Goods 3.74 4.76
Sovereign 12.08 11.69
Technology 6.47 3.94
Materials 1.62 3.09
Financial 25.25 33.15
Healthcare 4.09 7.24
Metals & Mining 0.65 0.97
Services 7.14 7.59
Consumer Discretionary 2.79 1.12
Communication 4.51 2.74
Insurance 0.96 -
Chemicals - 1.32
Textiles - 0.48

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