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  • Franklin Templeton Mutual Funds
  • Franklin India Balanced Advantage Fund (Growth)
Franklin Templeton Mutual Funds

Franklin India Balanced Advantage Fund (Growth)

HybridDynamic Asset Allocation Or Balanced Advantage

10.3907

NAV (Dec 02)

3.9%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

10.3907

NAV (Dec 2)

Fund Returns

Last 1Y

NA

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

3.9%

6 Month CAGR

NA

Scheme Information

Investment Objective

The Scheme intends 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. There can be no assurance that the investment objective of the scheme will be realized.

Expense Ratio

2.32

Launched (0y ago)

Sep 06, 2022

AUM in Crores

875.324

ISIN

INF090I01WN2

Lock-in

No Lock-in

Benchmark

Nifty 50 Hybrid Composite Debt 50:50

SIP Minimum

0

Lumpsum Min.

5000

Standard Deviation (3yr)

0

Standard Deviation (5yr)

0

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0

Sharpe Ratio (5yr)

0

YTM

7.35

Fund Managers

Sachin Padwal-Desai

Fund Manager

Sandeep Manam

Fund Manager

Umesh Sharma

Fund Manager

Rajasa Kakulavarapu

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2022-12-02

Top Stock Holdings

nifty index future - 24-nov-22

15.2%
15.2%

cash offset for derivatives

15.2%
15.2%

7.38% govt stock 2027

7.9%
7.9%

hdfc bank ltd

6.1%
6.1%

icici bank ltd

4.9%
4.9%
See all holdings

Allocation by Sector

financial services

20.7%
20.7%

consumer cyclical

9.6%
9.6%

technology

8.1%
8.1%

industrials

7.8%
7.8%

communication services

4.2%
4.2%
See all sectors

Compare Franklin India Balanced Advantage Fund (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 21,109 cr

₹ 3,307 cr

₹ 761 cr

₹ 428 cr

₹ 2,759 cr

About the AMC

Franklin Templeton Asst Mgmt(IND)Pvt Ltd

Franklin Templeton Asst Mgmt(IND)Pvt Ltd manages assets worth 68,937 crores and was set up on 6 October 1995. It's current offering of mutual fund schemes includes 39 equity,183 debt and 27 hybrid funds.

amc-img

  • 022-67519100
  • services@franklintempleton.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    Franklin India Feeder Franklin U S Opportunities Fund (G)
    Franklin India Feeder Franklin U S Opportunities Fund (G)

    8.2%

    14.6%

    8.2%

    14.6%

    8.2%

    14.6%

    24.2%

    16.3%

    24.2%

    14.1%

    Franklin India Balanced Advantage Fund (G) Review

    Franklin India Balanced Advantage Fund (G) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid fund and has delivered an annualised return of 3.9% over a period of 0 years. The fund is managed by Franklin Templeton Asst Mgmt(IND)Pvt Ltd. The fund managers are Rajasa Kakulavarapu, Sachin Padwal-Desai, Sandeep Manam, Umesh Sharma.

    Nav of Franklin India Balanced Advantage Fund (G) as of 12/2/2022 is ₹10.39 with the total AUM as of 12/3/2022 is ₹875.324. With Scripbox you can compare and check the latest nav for all mutual funds in India. Franklin India Balanced Advantage Fund (G) was launched on Sep 06, 2022. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Franklin India Balanced Advantage Fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Frequently Asked Questions

    What is Franklin India Balanced Advantage Fund (G)?

    Franklin India Balanced Advantage Fund (G) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid scheme predominantly investing across Hybrid stocks with an investment objective to generate wealth over the long term.

    How to invest in Franklin India Balanced Advantage Fund (G)?

    You can invest in Franklin India Balanced Advantage Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Franklin India Balanced Advantage Fund (G)?

    The minimum sip amount for Franklin India Balanced Advantage Fund (G) is ₹0. You can invest in multiples of ₹5000.

    Is Franklin India Balanced Advantage Fund (G) good to invest in?

    As per Scripbox experts, Franklin India Balanced Advantage Fund (G) is a Not Reviewed Yet fund. You can investFranklin India Balanced Advantage Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Franklin India Balanced Advantage Fund (G)?

    The expense ratio of the Franklin India Balanced Advantage Fund (G) is 2.32% for regular plan.