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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) | ₹2748 Cr | ₹1567 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 | 0.23% | 0.35% |
| 6 Month | 6.87% | 6.95% |
| 1 Year | 4.49% | 3.68% |
| 3 Year | - | 11.82% |
| 5 Year | - | 10.15% |
SIP Return Analysis
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.91% | 2.63% |
| 1 Year | 5.35% | 5.19% |
| 3 Year | - | 11.08% |
| 5 Year | - | 10.32% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 18.8% | 8.43% |
| 3 Year | - | 9.25% |
| 5 Year | - | 9.81% |
Risk Management
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | - | 6.62% |
| Sharp | - | 0.82% |
| Beta | - | - |
| Alpha | - | - |
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 | 34.57 | 35.79 |
| Large Cap | 49.55 | 46.49 |
| Mid Cap | 6.41 | 7.4 |
| Small Cap | 9.47 | 10.31 |
Sector Allocation
| Scheme Name |
Franklin India Balanced Advantage Fund- Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 34.57 | 33.54 |
| Energy | 3.18 | 1.77 |
| Technology | 5.28 | 6.52 |
| Industrials | 6.89 | 5.02 |
| Consumer Defensive | 2.97 | 6.89 |
| Financial Services | 19.85 | 25.75 |
| Healthcare | 4.32 | 7.88 |
| Basic Materials | 3.98 | 1.04 |
| Consumer Cyclical | 10.45 | 5.96 |
| Communication Services | 3.97 | - |
| Utilities | 3.94 | 3.7 |
| Real Estate | 0.59 | 1.94 |
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