Compare Franklin India Balanced Advantage Fund vs HDFC Balanced Advantage Fund
Fund Details
Risk | Very High | Very High |
Rating | 0.0 | 5.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 1.97 | 1.35 |
NAV | ₹13.68 | ₹492.47 |
Fund Started | 16 Aug 2022 | 20 Jul 2000 |
Fund Size | ₹2351.98 Cr | ₹94865.65 Cr |
Exit Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year. | Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year. |
Returns
1 Year | 19.86% | 25.92% |
3 Year | - | 19.70% |
5 Year | - | 20.05% |
Holding Analysis
Equity | 53.34% | 51.72% |
Cash | 17.98% | 18.15% |
Top Holdings
Top 10 Holdings |
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Fund Manager
Name | Rahul Goswami | Anil Bamboli |
Start Date | 06 Oct 2023 | 16 Apr 2021 |
About Fund
Description | The scheme seeks to generate long-term capital appreciation and income generation by investing in a dynamically managed portfolio of equity & equity related instruments and fixed income and money market instruments. | The Scheme seeks to provide long term capital appreciation / income from a dynamic mix of equity and debt investments. |
Launch Date | 16 Aug 2022 | 20 Jul 2000 |
