Franklin India Balanced Advantage Fund vs HDFC Balanced Advantage Fund compare

Franklin India Balanced Advantage Fund- Growth

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HDFC Balanced Advantage Fund - Growth Plan

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Overview

Scheme Name	Franklin India Balanced Advantage Fund- Growth	HDFC Balanced Advantage Fund - Growth Plan
Fund	Franklin India Balanced Advantage Fund- Growth	HDFC Balanced Advantage Fund - Growth Plan
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹2352 Cr	₹94866 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	06 Sep 2022	11 Sep 2000
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%	21.38%
Expense Ratio	1.97	1.35
Manager	Sandeep Manam	Anil Bamboli
ISIN Code	INF090I01WN2	INF179K01830
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	HDFC 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	HDFC Balanced Advantage Fund - Growth Plan
1 Month	-2.29%	-2.77%
6 Month	-0.17%	-3.88%
1 Year	11.45%	9.27%
3 Year	-	19.48%
5 Year	-	19.9%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	HDFC Balanced Advantage Fund - Growth Plan
6 Month	-	-
1 Year	8.88%	5.18%
3 Year	-	21.23%
5 Year	-	23.03%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	HDFC Balanced Advantage Fund - Growth Plan
1 Year	23.46%	18.18%
3 Year	-	15.79%
5 Year	-	14.82%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	HDFC Balanced Advantage Fund - Growth Plan
Standard Deviation	5.84%	9.4%
Sharp	-	1.72%
Beta	-	0.99%
Alpha	-	11.94%

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Scheme Name	Franklin India Balanced Advantage Fund- Growth	HDFC Balanced Advantage Fund - Growth Plan
Name	Sandeep Manam	Anil Bamboli
Total AUM	₹74256 Cr	₹135442 Cr
Fund Manage	20	12
	Franklin India Balanced Advantage Fund- Growth	HDFC Balanced Advantage Fund - Growth Plan

Scheme Name	Franklin India Balanced Advantage Fund- Growth	HDFC Balanced Advantage Fund - Growth Plan
Others	21.1	46.37
Large Cap	48.44	54.24
Mid Cap	6.41	6.84
Small Cap	10.97	7.04

Scheme Name	Franklin India Balanced Advantage Fund- Growth	HDFC Balanced Advantage Fund - Growth Plan
Others	21.1	46.37
Petroleum Products	3.15	4.95
IT - Software	6.61	4.29
Cement & Cement Products	1.72	0.19
Construction	3	4.24
Finance	0.74	4.25
Diversified FMCG	0.97	2.77
Banks	16.26	18.34
Pharmaceuticals & Biotechnology	2.66	4.04
Ferrous Metals	1.05	0.49
Healthcare Services	1.42	0.23
Telecom - Services	4.02	2.55
Gas	1.11	0.78
Industrial Products	1	0.34
Automobiles	3.23	3.27
Agricultural Food & other Products	0.74	0.04
Oil	0.68	0.26
Aerospace & Defense	1.03	1.44
Consumer Durables	2.28	0.31
Financial Technology (Fintech)	1.19	0.05
Capital Markets	0.45	0.1
Chemicals & Petrochemicals	1.05	0.37
Power	1.66	4.23
Retailing	1.23	0.03
Insurance	1.02	0.84
Leisure Services	2.72	0.06
Realty	0.35	1.36
Beverages	1.6	-
Auto Components	1.54	0.88
Textiles & Apparels	0.64	-
Commercial Services & Supplies	0.7	-
Electrical Equipment	-	0.68
Industrial Manufacturing	-	1.49
Transport Services	-	0.53
Non - Ferrous Metals	-	0.12
Agricultural, Commercial & Construction Vehicles	-	0.65
Personal Products	-	0.01
Diversified Metals	-	0.02
Food Products	-	0.08
Entertainment	-	0.11
Metals & Minerals Trading	-	0.1
Transport Infrastructure	-	0.87
Consumable Fuels	-	2.66
Minerals & Mining	-	0.01
Fertilizers & Agrochemicals	-	0.09