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) | ₹2352 Cr | ₹1504 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 | -2.18% | -3.02% |
6 Month | -1.29% | -1.71% |
1 Year | 9.06% | 7.36% |
3 Year | - | 9.95% |
5 Year | - | 9.84% |
SIP Return Analysis
Scheme Name | Franklin India Balanced Advantage Fund- Growth | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | 5.23% | 4.07% |
3 Year | - | 12.36% |
5 Year | - | 11.05% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Balanced Advantage Fund- Growth | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
1 Year | 22.65% | 8.61% |
3 Year | - | 9.03% |
5 Year | - | 9.29% |
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 | 21.1 | 52.08 |
Large Cap | 48.44 | 33.67 |
Mid Cap | 6.41 | 15.24 |
Small Cap | 10.97 | 18.76 |
Sector Allocation
Scheme Name |
Franklin India Balanced Advantage Fund- Growth |
HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Others | 21.1 | 52.08 |
Petroleum Products | 3.15 | 1.99 |
IT - Software | 6.61 | 4.97 |
Cement & Cement Products | 1.72 | - |
Construction | 3 | 2.32 |
Finance | 0.74 | 4 |
Diversified FMCG | 0.97 | - |
Banks | 16.26 | 12.4 |
Pharmaceuticals & Biotechnology | 2.66 | 7.17 |
Ferrous Metals | 1.05 | - |
Healthcare Services | 1.42 | 1.11 |
Telecom - Services | 4.02 | - |
Gas | 1.11 | - |
Industrial Products | 1 | 4.55 |
Automobiles | 3.23 | 0.76 |
Agricultural Food & other Products | 0.74 | - |
Oil | 0.68 | - |
Aerospace & Defense | 1.03 | 0.44 |
Consumer Durables | 2.28 | 4.71 |
Financial Technology (Fintech) | 1.19 | 1.72 |
Capital Markets | 0.45 | 3.27 |
Chemicals & Petrochemicals | 1.05 | 0.59 |
Power | 1.66 | 3.41 |
Retailing | 1.23 | 1.74 |
Insurance | 1.02 | - |
Leisure Services | 2.72 | 1.77 |
Realty | 0.35 | 3.59 |
Beverages | 1.6 | 1.78 |
Auto Components | 1.54 | 0.79 |
Textiles & Apparels | 0.64 | - |
Commercial Services & Supplies | 0.7 | 0.74 |
Non - Ferrous Metals | - | 0.09 |
Paper, Forest & Jute Products | - | 0.74 |
Fertilizers & Agrochemicals | - | 1.15 |
Personal Products | - | 0.14 |
Electrical Equipment | - | 1.73 |
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