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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

13.4063

NAV (Jun 18)

17.9%
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

13.4063

NAV (Jun 18)

Fund Returns

Last 1Y
25.8%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
17.9%
6 Month CAGR
11.5%

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
2.01
Launched (2y ago)
Sep 06, 2022
AUM in Crores
1912.010
ISIN
INF090I01WN2
Lock-in
No Lock-in
Benchmark
Nifty 50 Hybrid Composite Debt 50:50
SIP Minimum
1000
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
7.15
Fund Managers

Chandni Gupta

Fund Manager

Rahul Goswami

Fund Manager

Rajasa Kakulavarapu

Fund Manager

Sandeep Manam

Fund Manager

Varun Sharma

Fund Manager

Anuj Tagra

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Franklin India Balanced Advantage Fund (Growth)70%14,36,739 7,04,12726%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-06-18

Top Stock Holdings

cash offset for derivatives

23.9%
23.9%

nifty index future

20%
20%

6.69% govt stock 2024

10.8%
10.8%

call,cash & other assets

7.6%
7.6%

hdfc bank ltd

5.9%
5.9%
See all holdings

Allocation by Sector

financial services

19.2%
19.2%

industrials

11.2%
11.2%

consumer cyclical

9.3%
9.3%

technology

5.7%
5.7%

healthcare

4.1%
4.1%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
Edelweiss Balanced Advantage Fund (G)
Edelweiss Balanced Advantage Fund (G)

₹ 11,281 cr

₹ 35,122 cr

₹ 3,337 cr

₹ 9,275 cr

₹ 2,114 cr

amc-img

About the AMC

Franklin Templeton Asst Mgmt(IND)Pvt Ltd

Franklin Templeton Asst Mgmt(IND)Pvt Ltd manages assets worth 99,604 crores and was set up on 6 October 1995. It's current offering of mutual fund schemes includes 39 equity,207 debt and 30 hybrid funds.amc-img
phone-img022-67519100
Fund NameScripbox Opinion
Till Date CAGR

27.1%

17.1%

22.5%

18.4%

20.7%

14.8%

21.7%

21.6%

23.7%

15.5%

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 17.9% over a period of 1 years. The fund is managed by Franklin Templeton Asst Mgmt(IND)Pvt Ltd. The fund managers are Anuj Tagra, Chandni Gupta, Rahul Goswami, Rajasa Kakulavarapu, Sandeep Manam, Varun Sharma.

Nav of Franklin India Balanced Advantage Fund (G) as of 6/18/2024 is ₹13.41 with the total AUM as of 6/19/2024 is ₹1912.01. 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 ₹1000 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 instruments 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 ₹1000. 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 2.01% for regular plan.