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
| 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 | Very High |
| Asset Size (Cr) | ₹2075 Cr | ₹1446 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 06 Sep 2022 | 01 Jan 2013 |
| 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 | 1.99 | 2.12 |
| Manager | Sandeep Manam | Mahesh A Chhabria |
| ISIN Code | INF090I01WN2 | INF917K01KY4 |
| 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 of 1% if units in excess of 10% are redeemed or switched-out within 1 year/365 |
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | 1.06% | 0.98% |
| 6 Month | 10.77% | 10.57% |
| 1 Year | 25.38% | 23.64% |
| 3 Year | - | 11.7% |
| 5 Year | - | 11.86% |
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 11.11% | 8.57% |
| 3 Year | 19.88% | 21.35% |
| 5 Year | 19.88% | 33.62% |
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 16.35% | 11.08% |
| 3 Year | 22.03% | 27.05% |
| 5 Year | 22.03% | 37.8% |
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 5.84% | 5.55% |
| Sharp | - | 0.82% |
| Beta | - | 0.73% |
| Alpha | - | 1.73% |
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| 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 |
| Fund Manage | 20 | 9 |
| Franklin India Balanced Advantage Fund- Growth | HSBC Balanced Advantage Fund - Regular Growth |
| Scheme Name |
Franklin India Balanced Advantage Fund- Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 34.73 | 33.62 |
| Large Cap | 51.27 | 30.99 |
| Mid Cap | 5.68 | 18.95 |
| Small Cap | 8.34 | 16.44 |
| Scheme Name |
Franklin India Balanced Advantage Fund- Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 15.58 | 2.29 |
| Energy | 6.35 | 6.84 |
| Consumer Staples | 2.51 | 4.63 |
| Construction | 3.44 | 6.93 |
| Automobile | 2.84 | 1.22 |
| Capital Goods | 3.74 | 4.76 |
| Sovereign | 12.08 | 11.69 |
| Technology | 6.47 | 3.94 |
| Materials | 1.62 | 3.09 |
| Financial | 25.25 | 33.15 |
| Healthcare | 4.09 | 7.24 |
| Metals & Mining | 0.65 | 0.97 |
| Services | 7.14 | 7.59 |
| Consumer Discretionary | 2.79 | 1.12 |
| Communication | 4.51 | 2.74 |
| Insurance | 0.96 | - |
| Chemicals | - | 1.32 |
| Textiles | - | 0.48 |
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