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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) | ₹2885 Cr | ₹1581 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 | -1.67% | -1.65% |
| 6 Month | -0.54% | -0.52% |
| 1 Year | 4.09% | 3.25% |
| 3 Year | 11.95% | 10.97% |
| 5 Year | - | 8.39% |
SIP Return Analysis
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | -0.41% | -0.27% |
| 1 Year | 3.84% | 4.27% |
| 3 Year | 9.17% | 8.24% |
| 5 Year | - | 9.09% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 13.45% | 8.16% |
| 3 Year | 12.8% | 9.53% |
| 5 Year | - | 9.9% |
Risk Management
| 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% |
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 | 34.87 | 36.98 |
| Large Cap | 50.83 | 45.91 |
| Small Cap | 7.52 | 9.82 |
| Mid Cap | 6.78 | 7.29 |
Sector Allocation
| Scheme Name |
Franklin India Balanced Advantage Fund- Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 34.43 | 31.18 |
| Energy | 3.66 | 2.16 |
| Technology | 4.53 | 6.99 |
| Industrials | 8.71 | 7.81 |
| Consumer Defensive | 3.8 | 6.53 |
| Financial Services | 20.48 | 26.32 |
| Healthcare | 4.15 | 6.8 |
| Basic Materials | 3.85 | 1.09 |
| Consumer Cyclical | 7.33 | 6.49 |
| Communication Services | 4.66 | - |
| Utilities | 3.67 | 3.01 |
| Real Estate | 0.74 | 1.61 |
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