Franklin India Balanced Advantage Fund vs HSBC Balanced Advantage Fund compare

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Franklin India Balanced Advantage Fund- Growth

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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	Moderately High
Asset Size (Cr)	₹2877 Cr	₹1591 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

Scheme Name	Franklin India Balanced Advantage Fund- Growth	HSBC Balanced Advantage Fund - Regular Growth
1 Month	-0.34%	0.01%
6 Month	0.1%	0.83%
1 Year	4.36%	3.07%
3 Year	12.43%	11.43%
5 Year	-	8.63%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	HSBC Balanced Advantage Fund - Regular Growth
6 Month	0.43%	0.31%
1 Year	4.96%	5.2%
3 Year	9.5%	8.61%
5 Year	-	9.26%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	HSBC Balanced Advantage Fund - Regular Growth
1 Year	13.49%	8.17%
3 Year	12.84%	9.52%
5 Year	-	9.9%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation	5.84%	5.55%
Sharp	1.02%	0.88%
Beta	0.85%	0.83%
Alpha	2.05%	1.45%

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

Scheme Name	Franklin India Balanced Advantage Fund- Growth	HSBC Balanced Advantage Fund - Regular Growth
Others	17.77	35.88
Large Cap	52.6	46.2
Small Cap	8.38	9.95
Mid Cap	6.04	7.97

Scheme Name	Franklin India Balanced Advantage Fund- Growth	HSBC Balanced Advantage Fund - Regular Growth
Others	16.18	31.43
Petroleum Products	3.5	-
IT - Software	4.52	-
Construction	3.2	-
Diversified FMCG	0.75	-
Banks	15.93	-
CRISIL AAA	1.59	-
Pharmaceuticals & Biotechnology	2.24	-
Aerospace & Defense	1.83	-
Ferrous Metals	1.44	-
Automobiles	1.79	-
Healthcare Services	2.24	-
Finance	1.34	-
Telecom - Services	5.02	-
Gas	1.72	-
Industrial Products	0.45	-
Agricultural Food & other Products	0.81	-
Agricultural, Commercial & Construction Vehicles	0.6	-
Realty	0.84	-
Food Products	1.01	-
Consumer Durables	1.93	-
Auto Components	1.82	-
Financial Technology (Fintech)	0.98	-
Cement & Cement Products	1.65	-
Power	2.09	-
Chemicals & Petrochemicals	0.27	-
Fertilizers & Agrochemicals	0.7	-
Transport Services	0.95	-
Retailing	2.13	-
Capital Markets	0.19	-
Insurance	1.79	-
Leisure Services	1.5	-
Beverages	1.23	-
Textiles & Apparels	0.11	-
Commercial Services & Supplies	0.45	-
Energy	-	2.15
Technology	-	5.6
Consumer Defensive	-	7.21
Consumer Cyclical	-	6.47
Industrials	-	7.23
Financial Services	-	26.84
Healthcare	-	7.21
Basic Materials	-	1.03
Utilities	-	3.16
Real Estate	-	1.68