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Franklin India Balanced Advantage Fund vs HSBC Balanced Advantage Fund compare

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tortoise-icon Franklin India Balanced Advantage Fund- Growth

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tortoise-icon 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) ₹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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