Franklin India Balanced Advantage Fund- Growth

Buy

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 (31-10-2025)

Status: Open Ended Schemes for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 284.07 Cr As on (31-10-2025)
Turn over: 348.78

NAV as on 05-12-2025

14.6334

0.04 (0.261%)

CAGR Since Inception

12.43%

NIFTY 50 Hybrid Composite debt 50:50 Index 11.51%

PERFORMANCE of Franklin India Balanced Advantage Fund- Growth

Scheme Performance (%) Data as on - 05-12-2025

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
Franklin India Balanced Advantage Fund- Growth	3.62	12.09	-	-	12.43
Benchmark	-	-	-	-	-
Hybrid: Dynamic Asset Allocation	3.56	11.43	11.24	10.12	10.19

Yearly Performance (%)

Nav Movement

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)

Amount :

Period :

Start :

End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :

Start :

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.

Select Start Date

Select Rolling Return Time Period

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	0.96	1.99	0.86	7.44	2.88
Hybrid: Dynamic Asset Allocation	-	-	-	-	-	-

PEER COMPARISION of Franklin India Balanced Advantage Fund- Growth

Compare SIP Compare Lumpsum

Period

Data as on - 05-12-2025

Scheme Name	Launch Date	1-Year Ret (%)	2-Yrs Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)
Franklin India Balanced Advantage Fund- Growth	06-09-2022	3.62	11.42	12.09	0.0	0.0
ICICI Prudential Balanced Advantage Fund - Growth	01-12-2006	10.42	13.39	13.43	13.22	11.54
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	25-04-2000	7.84	12.86	12.47	11.86	11.51
SBI Balanced Advantage Fund - Regular Plan - Growth	01-08-2021	7.45	12.65	13.8	0.0	0.0
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth	01-02-2014	6.96	11.81	12.11	9.66	9.22
UTI Balanced Advantage Fund - Regular Plan - Growth Option	10-08-2023	6.48	11.27	0.0	0.0	0.0
Mirae Asset Balanced Advantage Fund Regular Plan- Growth	18-08-2022	6.29	10.72	11.87	0.0	0.0
Bajaj Finserv Balanced Advantage Fund-Regular Plan-Growth	05-12-2023	5.84	0.0	0.0	0.0	0.0
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	10-02-2023	5.66	13.26	0.0	0.0	0.0
Parag Parikh Dynamic Asset Allocation Fund - Regular Plan Growth	27-02-2024	5.3	0.0	0.0	0.0	0.0

PORTFOLIO ANALYSIS of Franklin India Balanced Advantage Fund- Growth

Asset Allocation (%)