Franklin India Balanced Advantage Fund vs HSBC Balanced Advantage Fund compare

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tortoise-icon Franklin India Balanced Advantage Fund- Growth

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tortoise-icon HSBC Balanced Advantage Fund - Regular Growth

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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

Trailing Lumpsum Returns

Scheme Name Franklin India Balanced Advantage Fund- Growth HSBC Balanced Advantage Fund - Regular Growth
1 Month -1.76% -2.79%
6 Month 1.69% 2.2%
1 Year 14.19% 13.56%
3 Year - 10.91%
5 Year - 10.81%

SIP Return Analysis

Scheme Name Franklin India Balanced Advantage Fund- Growth HSBC Balanced Advantage Fund - Regular Growth
6 Month - -
1 Year 12.81% 14.05%
3 Year - 15.53%
5 Year - 12.92%

Rolling Lumpsum Returns

Scheme Name Franklin India Balanced Advantage Fund- Growth HSBC Balanced Advantage Fund - Regular Growth
1 Year 23.46% 8.47%
3 Year - 8.89%
5 Year - 8.9%

Risk Management

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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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
Fund Manage 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 21.1 51.86
Large Cap 48.44 31.05
Mid Cap 6.41 16.92
Small Cap 10.97 19.75

Sector Allocation

Scheme Name

Franklin India Balanced Advantage Fund- Growth

HSBC Balanced Advantage Fund - Regular Growth

Others 21.1 51.86
Petroleum Products 3.15 2.12
IT - Software 6.61 4.47
Cement & Cement Products 1.72 -
Construction 3 2.37
Finance 0.74 4.23
Diversified FMCG 0.97 -
Banks 16.26 12.63
Pharmaceuticals & Biotechnology 2.66 7.59
Ferrous Metals 1.05 -
Healthcare Services 1.42 0.96
Telecom - Services 4.02 -
Gas 1.11 -
Industrial Products 1 4.5
Automobiles 3.23 0.77
Agricultural Food & other Products 0.74 -
Oil 0.68 -
Aerospace & Defense 1.03 0.46
Consumer Durables 2.28 4.41
Financial Technology (Fintech) 1.19 1.55
Capital Markets 0.45 3.37
Chemicals & Petrochemicals 1.05 0.61
Power 1.66 3.5
Retailing 1.23 1.7
Insurance 1.02 -
Leisure Services 2.72 1.57
Realty 0.35 3.79
Beverages 1.6 1.72
Auto Components 1.54 0.84
Textiles & Apparels 0.64 -
Commercial Services & Supplies 0.7 0.72
Non - Ferrous Metals - 0.17
Paper, Forest & Jute Products - 0.81
Fertilizers & Agrochemicals - 1.17
Personal Products - 0.16
Electrical Equipment - 1.53

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