Franklin India Balanced Advantage Fund vs HDFC Balanced Advantage Fund compare

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Franklin India Balanced Advantage Fund- Growth

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HDFC Balanced Advantage Fund - Growth Plan

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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	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

Scheme Name	Franklin India Balanced Advantage Fund- Growth	HDFC Balanced Advantage Fund - Growth Plan
1 Month	2.65%	3.61%
6 Month	1.66%	1.64%
1 Year	9.31%	9.12%
3 Year	-	21.93%
5 Year	-	25.04%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	HDFC Balanced Advantage Fund - Growth Plan
6 Month	4.9%	6.38%
1 Year	8.85%	8.9%
3 Year	-	19.07%
5 Year	-	20.84%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	HDFC Balanced Advantage Fund - Growth Plan
1 Year	19.81%	17.82%
3 Year	-	16.09%
5 Year	-	15.02%

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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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

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

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