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Franklin India Balanced Advantage Fund vs HDFC Balanced Advantage Fund compare
Franklin India Balanced Advantage Fund- Growth
HDFC Balanced Advantage Fund - Growth Plan
Chart Comparison
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 | ₹94251 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 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| 1 Month | 4.16% | 4.83% |
| 6 Month | -0.4% | -2.36% |
| 1 Year | 8.9% | 8.79% |
| 3 Year | - | 18.86% |
| 5 Year | - | 24.97% |
SIP Return Analysis
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| 6 Month | 1.29% | 1.43% |
| 1 Year | 3.08% | 0.97% |
| 3 Year | - | 18.2% |
| 5 Year | - | 20.78% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| 1 Year | 21.95% | 18.17% |
| 3 Year | - | 15.89% |
| 5 Year | - | 14.91% |
Risk Management
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| Standard Deviation | - | 9.701% |
| Sharp | - | 1.207% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| 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 |
| Funds Managed | 20 | 12 |
| Franklin India Balanced Advantage Fund- Growth | HDFC Balanced Advantage Fund - Growth Plan |
Market Cap
| Scheme Name |
Franklin India Balanced Advantage Fund- Growth |
HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| Others | 33.89 | 45.54 |
| Large Cap | 47.44 | 52.58 |
| Mid Cap | 8.31 | 6.45 |
| Small Cap | 10.37 | 6.1 |
Sector Allocation
| Scheme Name |
Franklin India Balanced Advantage Fund- Growth |
HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| Others | 34.49 | 43.92 |
| Energy | 3.72 | 7.4 |
| Technology | 6.52 | 5.37 |
| Industrials | 7.65 | 8.87 |
| Consumer Defensive | 3.28 | 2.65 |
| Financial Services | 18.96 | 22.36 |
| Healthcare | 3.86 | 4.17 |
| Basic Materials | 3.4 | 2 |
| Communication Services | 4.05 | 2.71 |
| Utilities | 3.23 | 4.3 |
| Consumer Cyclical | 10.13 | 5.5 |
| Real Estate | 0.71 | 1.44 |
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