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) | ₹2671 Cr | ₹1555 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 | 1.23% | 1.41% |
6 Month | 5.27% | 4.52% |
1 Year | 5.53% | 4.39% |
3 Year | - | 13.36% |
5 Year | - | 11.21% |
SIP Return Analysis
Scheme Name | Franklin India Balanced Advantage Fund- Growth | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
6 Month | 4.43% | 4.29% |
1 Year | 8.43% | 6.43% |
3 Year | - | 11.97% |
5 Year | - | 10.77% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Balanced Advantage Fund- Growth | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
1 Year | 19.81% | 8.49% |
3 Year | - | 9.16% |
5 Year | - | 9.69% |
Risk Management
Scheme Name | Franklin India Balanced Advantage Fund- Growth | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Standard Deviation | - | 6.75% |
Sharp | - | 0.96% |
Beta | - | - |
Alpha | - | - |
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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 |
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 | 34.65 | 34.92 |
Large Cap | 50.79 | 45.9 |
Mid Cap | 5.35 | 9.45 |
Small Cap | 9.21 | 9.74 |
Sector Allocation
Scheme Name |
Franklin India Balanced Advantage Fund- Growth |
HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Others | 34.65 | 33.24 |
Energy | 3.34 | 1.86 |
Technology | 6.81 | 6.83 |
Industrials | 6.88 | 4.12 |
Consumer Defensive | 3.2 | 4.97 |
Financial Services | 19.18 | 28.57 |
Healthcare | 4.21 | 7.6 |
Basic Materials | 3.25 | 1.19 |
Communication Services | 3.91 | - |
Utilities | 3.59 | 3.76 |
Consumer Cyclical | 10.24 | 5.83 |
Real Estate | 0.74 | 2.03 |
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