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)	₹2779 Cr	₹1556 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	0.77%	0.35%
6 Month	5.24%	5.14%
1 Year	4.8%	3.17%
3 Year	13.51%	12.36%
5 Year	-	10.12%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	HSBC Balanced Advantage Fund - Regular Growth
6 Month	1.5%	1.69%
1 Year	8.24%	7.73%
3 Year	11.9%	10.84%
5 Year	-	10.35%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	HSBC Balanced Advantage Fund - Regular Growth
1 Year	16.44%	8.33%
3 Year	12.69%	9.3%
5 Year	-	9.9%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation	6.50%	6.62%
Sharp	0.91%	0.74%
Beta	-	-
Alpha	-	-

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	33.72	36.32
Large Cap	50.39	45.15
Mid Cap	6.9	8.26
Small Cap	8.99	10.26

Scheme Name	Franklin India Balanced Advantage Fund- Growth	HSBC Balanced Advantage Fund - Regular Growth
Others	33.72	33.52
Energy	3.08	2.19
Technology	4.98	5.22
Industrials	7.44	6.94
Consumer Defensive	3.22	7.92
Financial Services	20.23	23.39
Healthcare	4.49	7.05
Basic Materials	4.35	1.07
Consumer Cyclical	8.73	7.68
Communication Services	4.78	-
Utilities	4.43	3.25
Real Estate	0.54	1.78