- Mutual Funds
- Franklin Templeton Mutual Fund
- Franklin India Balanced Advantage Fund (G)
Franklin India Balanced Advantage Fund (G)
₹ 14.0103
NAV (Sep 17)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 14.0103
NAV (Sep 17)
Fund Returns
Last 1Y | 22.6% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 18% |
6 Month CAGR | 12.6% |
Scheme Information
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.
Expense Ratio | 1.98 |
Launched (0y ago) | 1.98 |
AUM in Crores | 2261.8 |
ISIN | INF090I01WN2 |
Lock-in | |
Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | |
Beta | NaN |
Sharpe Ratio | NaN |
YTM |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Franklin India Balanced Advantage Fund (G) | 13,08,250 | 5,75,638 | 22.6% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
Others
14.4%Others
14.2%Others
12.5%HDFC Bank Ltd.
5.5%ICICI Bank Ltd.
4.3%Allocation by Sector
Services
6.279262%Technology
6.027123%Energy
5.900844%Healthcare
3.21198%Construction
3.122692%Comparison with Others Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 3,124 cr | ||
₹ 1,977 cr | ||
₹ 26,041 cr | ||
₹ 4,457 cr | ||
₹ 2,294 cr |
About the AMC
Franklin Templeton Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
19.939% | 15.132% | ||
23.706% | 15.837% | ||
21.54% | 18.639% | ||
25.132% | 17.187% | ||
21.889% | 21.842% |
Franklin India Balanced Advantage Fund (G) Review
Franklin India Balanced Advantage Fund (G) is a Others Others fund and has delivered an annualised return of 18.043% over a period of 2 years. The fund is managed by Franklin Templeton Mutual Fund. The fund manager’s name is [object Object],[object Object],[object Object],[object Object],[object Object],[object Object].
Nav of Franklin India Balanced Advantage Fund (G) as of 9/17/2024 is ₹14.01 with the total AUM as of 9/18/2024 is ₹2261.7786. 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 2022-09-06. The category risk of the fund is null.
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)?
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 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 1.98% for regular plan.