Franklin India Balanced Advantage Fund vs HSBC Balanced Advantage Fund compare

Link copied to clipboard!

Franklin India Balanced Advantage Fund- Growth

Invest Now

HSBC Balanced Advantage Fund - Regular Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

Scheme Name	Franklin India Balanced Advantage Fund- Growth	HSBC Balanced Advantage Fund - Regular Growth
1 Month	-1.22%	-1.78%
6 Month	-2.52%	-3.57%
1 Year	7.23%	5.71%
3 Year	-	10.01%
5 Year	-	9.8%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	HSBC Balanced Advantage Fund - Regular Growth
6 Month	-	-
1 Year	0.67%	-0.84%
3 Year	-	10.59%
5 Year	-	10.15%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	HSBC Balanced Advantage Fund - Regular Growth
1 Year	22.65%	8.61%
3 Year	-	9.03%
5 Year	-	9.29%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation	-	6.562%
Sharp	-	0.612%
Beta	-	-
Alpha	-	-

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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	21.1	52.08
Large Cap	48.44	33.67
Mid Cap	6.41	15.24
Small Cap	10.97	18.76

Scheme Name	Franklin India Balanced Advantage Fund- Growth	HSBC Balanced Advantage Fund - Regular Growth
Others	21.1	52.08
Petroleum Products	3.15	1.99
IT - Software	6.61	4.97
Cement & Cement Products	1.72	-
Construction	3	2.32
Finance	0.74	4
Diversified FMCG	0.97	-
Banks	16.26	12.4
Pharmaceuticals & Biotechnology	2.66	7.17
Ferrous Metals	1.05	-
Healthcare Services	1.42	1.11
Telecom - Services	4.02	-
Gas	1.11	-
Industrial Products	1	4.55
Automobiles	3.23	0.76
Agricultural Food & other Products	0.74	-
Oil	0.68	-
Aerospace & Defense	1.03	0.44
Consumer Durables	2.28	4.71
Financial Technology (Fintech)	1.19	1.72
Capital Markets	0.45	3.27
Chemicals & Petrochemicals	1.05	0.59
Power	1.66	3.41
Retailing	1.23	1.74
Insurance	1.02	-
Leisure Services	2.72	1.77
Realty	0.35	3.59
Beverages	1.6	1.78
Auto Components	1.54	0.79
Textiles & Apparels	0.64	-
Commercial Services & Supplies	0.7	0.74
Non - Ferrous Metals	-	0.09
Paper, Forest & Jute Products	-	0.74
Fertilizers & Agrochemicals	-	1.15
Personal Products	-	0.14
Electrical Equipment	-	1.73