Franklin India Balanced Advantage Fund Growth Direct Plan

13.00
NAV (Mar 1,2024)

Franklin India Balanced Advantage Fund Growth Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Franklin India Balanced Advantage Fund Growth Direct Plan Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    38.58
  • P/B Ratio
    UM_URBAN_MONEY

    5.33
  • Alpha
    UM_URBAN_MONEY

    0
  • Beta
    UM_URBAN_MONEY

    0
  • Sharpe
    UM_URBAN_MONEY

    0.26
  • Sortino
    UM_URBAN_MONEY

    0.45

Fund Overview

0.55%

Expense ratio
UM_URBAN_MONEY

0%

Exit Load
UM_URBAN_MONEY

No Lock-in

Lock-in
UM_URBAN_MONEY

1621.38 Cr

AUM (Fund Size)
UM_URBAN_MONEY

Index
UM_URBAN_MONEY

SIP ₹5000.00

Min. Investment
UM_URBAN_MONEY

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Mar 03, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,907.54 (9.08%)11,409.42 (14.09%)12,819.99 (28.20%)-- (--)-- (--)
32,722.62 (9.08%)34,228.26 (14.09%)38,459.97 (28.20%)-- (--)-- (--)
54,537.7 (9.08%)57,047.1 (14.09%)64,099.95 (28.20%)-- (--)-- (--)
87,260.32 (9.08%)91,275.36 (14.09%)1,02,559.92 (28.20%)-- (--)-- (--)
1,09,075.4 (9.08%)1,14,094.2 (14.09%)1,28,199.9 (28.20%)-- (--)-- (--)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • GOI Apr9.46%
  • Call Cash & Other Assets7.66%
  • HDFC Bank Ltd5.21%
  • ICICI Bank Ltd4.89%
  • Larsen & Toubro Ltd3.56%
  • Infosys Ltd3.37%
  • Margin on Derivatives2.73%
  • Axis Bank Ltd2.48%
  • Axis Bank Ltd Mar2.45%
  • Reliance Industries Ltd2.41%
  • Tata Motors Ltd2.33%
  • HCL Technologies Ltd2.24%
  • Sun Pharmaceutical Industries Ltd2.15%
  • Bharti Airtel Ltd1.93%
  • State Bank of India1.92%
  • Kirloskar Oil Engines Ltd1.86%
  • GAIL India Ltd1.75%
  • NTPC Ltd1.58%
  • Canara Bank Feb1.54%
  • Union Bank of India Feb1.54%
  • Punjab National Bank Feb1.54%
  • ICICI Securities Ltd Mar1.53%
  • HDFC Bank Ltd Mar1.53%
  • IndusInd Bank Ltd1.50%
  • Zomato Ltd1.47%
  • Bharat Electronics Ltd1.47%
  • Bajaj Housing Finance Ltd Apr1.30%
  • Amber Enterprises India Ltd1.29%
  • Tata Steel Ltd1.27%
  • Hindustan Aeronautics Ltd1.20%
  • United Spirits Ltd1.20%
  • Alkem Laboratories Ltd1.14%
  • Oil & Natural Gas Corporation Ltd1.14%
  • Container Corporation Of India Ltd1.08%
  • Jubilant Foodworks Ltd1.07%
  • Sapphire Foods India Ltd1.05%
  • Marico Ltd1.04%
  • PB Fintech Ltd1.04%
  • Tech Mahindra Ltd1.00%
  • Affle India Ltd0.99%
  • Jyothy Labs Ltd0.99%
  • HDFC Bank Ltd Jun0.96%
  • LIC Housing Finance Ltd Jul0.96%
  • JK Lakshmi Cement Ltd0.88%
  • ICICI Prudential Life Insurance Co Ltd0.84%
  • Maruti Suzuki India Ltd0.82%
  • Teamlease Services Ltd0.74%
  • Crompton Greaves Consumer Electricals Ltd0.73%
  • Nuvoco Vistas Corporation Ltd0.70%
  • SBI Cards and Payment Services Ltd0.67%
  • Ultratech Cement Ltd0.66%
  • Metropolis Healthcare Ltd0.64%
  • Eris Lifesciences Ltd0.64%
  • Voltas Ltd0.54%
  • Westlife Foodworld Ltd0.51%
  • Axis Bank Ltd Feb0.31%
  • GOI Jun0.30%
  • Shankara Building Products Ltd0.24%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Quant Dynamic Asset Allocation Fund - Regular Plan - GrowthQuant Dynamic Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

33.99%

Shriram Balanced Advantage Fund - Regular Plan - GrowthShriram Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

19.37%

Invesco India Balanced Advantage Fund - GrowthInvesco India Balanced Advantage Fund - Growth

HYBRID

Very High

12.63%

Edelweiss Balanced Advantage Fund - Regular Plan - GrowthEdelweiss Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

11.71%

Motilal Oswal Balanced Advantage Fund - Regular Plan - GrowthMotilal Oswal Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

11.51%

Sundaram Balanced Advantage Fund - GrowthSundaram Balanced Advantage Fund - Growth

HYBRID

High

8.86%

Mirae Asset Balanced Advantage Fund - Regular Plan - GrowthMirae Asset Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

8.77%

DSP Dynamic Asset Allocation Fund - Regular Plan - GrowthDSP Dynamic Asset Allocation Fund - Regular Plan - Growth

HYBRID

Moderate

8.31%

PGIM India Balanced Advantage Fund - Regular Plan - GrowthPGIM India Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

5.47%

UTI Unit Linked Insurance PlanUTI Unit Linked Insurance Plan

HYBRID

High

4.50%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Motilal Oswal Balanced Advantage Fund - Regular Plan - GrowthMotilal Oswal Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

29.87%

Shriram Balanced Advantage Fund - Regular Plan - GrowthShriram Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

27.13%

Invesco India Balanced Advantage Fund - GrowthInvesco India Balanced Advantage Fund - Growth

HYBRID

Very High

22.74%

Edelweiss Balanced Advantage Fund - Regular Plan - GrowthEdelweiss Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

22.35%

Mirae Asset Balanced Advantage Fund - Regular Plan - GrowthMirae Asset Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

20.94%

DSP Dynamic Asset Allocation Fund - Regular Plan - GrowthDSP Dynamic Asset Allocation Fund - Regular Plan - Growth

HYBRID

Moderate

18.64%

Sundaram Balanced Advantage Fund - GrowthSundaram Balanced Advantage Fund - Growth

HYBRID

High

17.98%

PGIM India Balanced Advantage Fund - Regular Plan - GrowthPGIM India Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

16.06%

UTI Unit Linked Insurance PlanUTI Unit Linked Insurance Plan

HYBRID

High

12.19%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Edelweiss Balanced Advantage Fund - Regular Plan - GrowthEdelweiss Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

12.62%

Shriram Balanced Advantage Fund - Regular Plan - GrowthShriram Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

11.92%

Invesco India Balanced Advantage Fund - GrowthInvesco India Balanced Advantage Fund - Growth

HYBRID

Very High

11.52%

Motilal Oswal Balanced Advantage Fund - Regular Plan - GrowthMotilal Oswal Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

10.58%

Sundaram Balanced Advantage Fund - GrowthSundaram Balanced Advantage Fund - Growth

HYBRID

High

10.42%

DSP Dynamic Asset Allocation Fund - Regular Plan - GrowthDSP Dynamic Asset Allocation Fund - Regular Plan - Growth

HYBRID

Moderate

8.41%

UTI Unit Linked Insurance PlanUTI Unit Linked Insurance Plan

HYBRID

High

7.67%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Edelweiss Balanced Advantage Fund - Regular Plan - GrowthEdelweiss Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

14.35%

Invesco India Balanced Advantage Fund - GrowthInvesco India Balanced Advantage Fund - Growth

HYBRID

Very High

10.79%

Motilal Oswal Balanced Advantage Fund - Regular Plan - GrowthMotilal Oswal Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

10.72%

DSP Dynamic Asset Allocation Fund - Regular Plan - GrowthDSP Dynamic Asset Allocation Fund - Regular Plan - Growth

HYBRID

Moderate

9.67%

Sundaram Balanced Advantage Fund - GrowthSundaram Balanced Advantage Fund - Growth

HYBRID

High

8.47%

UTI Unit Linked Insurance PlanUTI Unit Linked Insurance Plan

HYBRID

High

7.51%

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