- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Retirement Corpus & Investment Amount
Child's Future Calculator Child Future Corpus & Invesment Amount
All Calculator All Financial Calculators at your Fingertips
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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
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) | ₹2352 Cr | ₹1504 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 | 3.73% | 3.23% |
| 6 Month | -2.28% | -3.74% |
| 1 Year | 7.71% | 6.28% |
| 3 Year | - | 10.07% |
| 5 Year | - | 13.47% |
SIP Return Analysis
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | -0.89% | -2.38% |
| 1 Year | 0.8% | -1.17% |
| 3 Year | - | 10.93% |
| 5 Year | - | 10.16% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 21.95% | 8.61% |
| 3 Year | - | 9.03% |
| 5 Year | - | 9.29% |
Risk Management
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | - | 6.954% |
| Sharp | - | 0.453% |
| Beta | - | - |
| Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 33.89 | 34.98 |
| Large Cap | 47.44 | 35.51 |
| Mid Cap | 8.31 | 12.01 |
| Small Cap | 10.37 | 17.5 |
Sector Allocation
| Scheme Name |
Franklin India Balanced Advantage Fund- Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 34.49 | 34.7 |
| Energy | 3.72 | 2.98 |
| Technology | 6.52 | 8.81 |
| Industrials | 7.65 | 7.87 |
| Consumer Defensive | 3.28 | 2.37 |
| Financial Services | 18.96 | 21.09 |
| Healthcare | 3.86 | 6.65 |
| Basic Materials | 3.4 | 1.87 |
| Communication Services | 4.05 | - |
| Utilities | 3.23 | 3.73 |
| Consumer Cyclical | 10.13 | 7.2 |
| Real Estate | 0.71 | 2.71 |
Top Comparisons
DSP Gilt Fund - Regular Plan - Growth
3Y Returns7.84%
Edelweiss Government Securities Fund - Regular Plan - Growth Option
3Y Returns7.26%
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
3Y Returns14.21%
Axis Nifty 100 Index Fund - Regular Plan - Growth Option
3Y Returns10.29%
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
3Y Returns10.55%
HDFC Balanced Advantage Fund - Growth Plan
3Y Returns19.11%
ICICI Prudential Regular Gold Savings Fund (FOF) - Growth
3Y Returns19.56%
Motilal Oswal Gold and Silver ETFs Fund of Funds(Regular Plan)
3Y Returns0%
