Scheme Overview
Franklin India Balanced Advantage Fund- Growth
| Category: Hybrid: Dynamic Asset Allocation |
| Launch Date: 06-09-2022 |
| Asset Class: |
| Benchmark: NIFTY 50 Hybrid Composite debt 50:50 Index |
| Expense Ratio: 1.93% As on ( 31-08-2025) |
| Status: Open Ended |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 2,738.36 Cr As on ( 29-08-2025) |
| Turn over: 348.78 |
14.3752
0.05 ( 0.3478% )
12.52%
NIFTY 50 Hybrid Composite debt 50:50 Index11.48%
PERFORMANCE of Franklin India Balanced Advantage Fund- Growth
Scheme Performance (%) Data as on - 03-10-2025
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Franklin India Balanced Advantage Fund- Growth | 3.44 | 13.44 | - | - | 12.52 |
| Benchmark | - | - | - | - | - |
| Hybrid: Dynamic Asset Allocation | 0.71 | 12.32 | 12.36 | 9.77 | 9.97 |
Yearly Performance (%)
Fund Managers
Equity: Rajasa Kakulavarapu & Venkatesh Sanjeevi Debt: Chandni Gupta, Anuj Tagra, Rahul Goswami; Sandeep Manam (Dedicated Fund Manager for overseas investments)
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.
RETURNS CALCULATOR for Franklin India Balanced Advantage Fund- Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Riskometer
Key Performance and Risk Statistics of Franklin India Balanced Advantage Fund- Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Franklin India Balanced Advantage Fund- Growth | 5.84 | 0.98 | 5.89 | 0.1 | 7.44 | 2.88 |
| Hybrid: Dynamic Asset Allocation | - | - | - | - | - | - |
