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)	₹2075 Cr	₹89878 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	06 Sep 2022	01 Feb 1994
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	1.99	1.36
Manager	Sandeep Manam	Anil Bamboli
ISIN Code	INF090I01WN2	INF179K01830
Exits Load	Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365	Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year./365

Scheme Name	Franklin India Balanced Advantage Fund- Growth	HDFC Balanced Advantage Fund - Growth Plan
1 Month	-1.74%	-3.85%
6 Month	4.81%	3.61%
1 Year	19.13%	24.14%
3 Year	-	20.22%
5 Year	-	19.43%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	HDFC Balanced Advantage Fund - Growth Plan
6 Month	-	-
1 Year	-	16.47%
3 Year	-	24.5%
5 Year	-	24.5%

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	34.73	34.85
Large Cap	51.27	51.6
Mid Cap	5.68	6.11
Small Cap	8.34	7.44

Scheme Name	Franklin India Balanced Advantage Fund- Growth	HDFC Balanced Advantage Fund - Growth Plan
Others	15.58	33.27
Energy	6.35	-
Consumer Staples	2.51	-
Construction	3.44	4.33
Automobile	2.84	-
Capital Goods	3.74	-
Sovereign	12.08	-
Technology	6.47	-
Materials	1.62	-
Financial	25.25	-
Healthcare	4.09	-
Metals & Mining	0.65	-
Services	7.14	-
Consumer Discretionary	2.79	-
Communication	4.51	-
Insurance	0.96	0.8
Telecom - Services	-	2.17
Petroleum Products	-	4.65
Electrical Equipment	-	0.62
IT - Software	-	4.11
Pharmaceuticals & Biotechnology	-	3.16
Industrial Manufacturing	-	1.87
Cement & Cement Products	-	0.13
Transport Services	-	0.15
Finance	-	4.33
Ferrous Metals	-	0.26
Consumer Durables	-	0.45
Banks	-	16.75
Diversified FMCG	-	2.39
Non - Ferrous Metals	-	0.12
Realty	-	1.28
Agricultural, Commercial & Construction Vehicles	-	0.69
Leisure Services	-	0.06
Automobiles	-	2.62
Aerospace & Defense	-	2.96
Power	-	4.33
Personal Products	-	0.01
Gas	-	1
Entertainment	-	0.15
Agricultural Food & other Products	-	0.01
Diversified Metals	-	0.28
Oil	-	0.39
Food Products	-	0.12
Chemicals & Petrochemicals	-	0.2
Capital Markets	-	0.08
Metals & Minerals Trading	-	0.09
Healthcare Services	-	0.17
Auto Components	-	0.97
Industrial Products	-	0.27
Transport Infrastructure	-	0.96
Consumable Fuels	-	3.64
Financial Technology (Fintech)	-	0.04
Fertilizers & Agrochemicals	-	0.09
Retailing	-	0.03