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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) | ₹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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