- Mutual Funds
- Franklin Templeton Mutual Funds
- Franklin India Balanced Advantage Fund (Growth)
Franklin India Balanced Advantage Fund (Growth)
₹ 11.6791
NAV (Dec 01)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 11.6791
NAV (Dec 1)
Fund Returns
Last 1Y | 12.3% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 13.1% |
6 Month CAGR | 11.3% |
Scheme Information
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 | 2.07 |
Launched (1y ago) | Sep 06, 2022 |
AUM in Crores | 1372.630 |
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 | 7.41 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Franklin India Balanced Advantage Fund (Growth) | NaN | NaN | % | |
| 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
nifty index future - 30-november-23
16.7%cash offset for derivatives
16.7%7.06% govt stock 2028
10.9%hdfc bank ltd
5.4%icici bank ltd
5%Allocation by Sector
financial services
19.4%industrials
9.5%consumer cyclical
9.2%technology
6.4%healthcare
4.3%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 26,182 cr | ||
₹ 9,338 cr | ||
₹ 7,605 cr | ||
₹ 1,354 cr | ||
₹ 1,051 cr |
About the AMC
Franklin Templeton Asst Mgmt(IND)Pvt Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
3.7% | 15.4% | ||
3.7% | 15.4% | ||
3.7% | 15.4% | ||
29.9% | 16.4% | ||
26.1% | 14.3% |
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 13.1% over a period of 1 years. The fund is managed by Franklin Templeton Asst Mgmt(IND)Pvt Ltd. The fund managers are Rahul Goswami, Rajasa Kakulavarapu, Sachin Padwal-Desai, Sandeep Manam, Umesh Sharma, Varun Sharma.
Nav of Franklin India Balanced Advantage Fund (G) as of 12/1/2023 is ₹11.68 with the total AUM as of 12/2/2023 is ₹1372.63. 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)?
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 2.07% for regular plan.