Franklin India Balanced Advantage Fund Growth Direct Plan

Risk: Very High
₹ 14.23
NAV (Jul 26,2024)

Introducing the Franklin India Balanced Advantage Fund - Growth - Direct Plan, a reliable investment option for Indian investors. With an expense ratio of 0.6%, this fund offers a growth-oriented approach to achieve long-term financial goals. The fund's PE ratio stands at 39.37 and PB ratio at 5.37, indicating potential value in the market. With a minimum investment of ₹5000, investors can benefit from this fund's stability and established track record since September 6, 2022.

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

    42.94
  • P/B Ratio
    UM_URBAN_MONEY

    6.01
  • Alpha
    UM_URBAN_MONEY

    0
  • Beta
    UM_URBAN_MONEY

    0
  • Sharpe
    UM_URBAN_MONEY

    0.21
  • Sortino
    UM_URBAN_MONEY

    0.31

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.43%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 1912.01 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹5000.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Jul 27, 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 %)

₹ 10,000₹ 10,660.57 (6.61%)₹ 11,281.93 (12.82%)₹ 12,693.97 (26.94%)₹ -- (--)₹ -- (--)
₹ 30,000₹ 31,981.71 (6.61%)₹ 33,845.79 (12.82%)₹ 38,081.91 (26.94%)₹ -- (--)₹ -- (--)
₹ 50,000₹ 53,302.85 (6.61%)₹ 56,409.65 (12.82%)₹ 63,469.85 (26.94%)₹ -- (--)₹ -- (--)
₹ 80,000₹ 85,284.56 (6.61%)₹ 90,255.44 (12.82%)₹ 1,01,551.76 (26.94%)₹ -- (--)₹ -- (--)
₹ 1,00,000₹ 1,06,605.7 (6.61%)₹ 1,12,819.3 (12.82%)₹ 1,26,939.7 (26.94%)₹ -- (--)₹ -- (--)

Calculate Your Mutual Fund Returns

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

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • GOI Jun11.02%
  • Call Cash & Other Assets7.55%
  • HDFC Bank Ltd5.94%
  • ICICI Bank Ltd4.56%
  • Margin on Derivatives4.17%
  • Larsen & Toubro Ltd3.18%
  • Infosys Ltd3.05%
  • Reliance Industries Ltd2.95%
  • ICICI Home Finance Co Ltd Mar2.66%
  • Lic Housing Finance Ltd May2.62%
  • Bharti Airtel Ltd2.44%
  • Axis Bank Ltd2.29%
  • Bharat Electronics Ltd2.18%
  • State Bank of India2.11%
  • Tata Motors Ltd1.92%
  • HCL Technologies Ltd1.78%
  • Zomato Ltd1.70%
  • Hindustan Aeronautics Ltd1.69%
  • GAIL India Ltd1.65%
  • Sun Pharmaceutical Industries Ltd1.63%
  • NTPC Ltd1.57%
  • Kirloskar Oil Engines Ltd1.51%
  • PB Fintech Ltd1.41%
  • Bharti Telecom Ltd Nov1.37%
  • IndusInd Bank Ltd1.33%
  • REC Ltd Aug1.31%
  • Marico Ltd1.31%
  • Apollo Hospitals Enterprise Ltd1.28%
  • Crompton Greaves Consumer Electricals Ltd1.20%
  • United Spirits Ltd1.19%
  • GOI Apr1.06%
  • Bajaj Housing Finance Ltd Apr1.05%
  • Sapphire Foods India Ltd1.03%
  • Oil & Natural Gas Corporation Ltd1.01%
  • Jubilant Foodworks Ltd0.96%
  • HDFC Life Insurance Co Ltd0.96%
  • Amber Enterprises India Ltd0.88%
  • Tech Mahindra Ltd0.87%
  • Maruti Suzuki India Ltd0.84%
  • Indian Railway Finance Corporation Ltd Oct0.79%
  • Affle India Ltd0.77%
  • Voltas Ltd0.71%
  • Prestige Estates Projects Ltd0.70%
  • Bharti Hexacom Ltd0.70%
  • Container Corporation Of India Ltd0.65%
  • Tata Steel Ltd0.65%
  • Teamlease Services Ltd0.64%
  • Metropolis Healthcare Ltd0.64%
  • Tube Investments of India Ltd0.64%
  • Dalmia Bharat Ltd0.61%
  • Ultratech Cement Ltd0.60%
  • SBI Cards and Payment Services Ltd0.59%
  • Eris Lifesciences Ltd0.54%
  • Apeejay Surrendra Park Hotels Ltd0.44%
  • Jyothy Labs Ltd0.41%
  • JK Lakshmi Cement Ltd0.41%
  • Lemon Tree Hotels Ltd0.31%

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

High

24.72%

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

HYBRID

Very High

13.02%

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

HYBRID

Very High

11.89%

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%

Samco Dynamic Asset Allocation Fund - Regular Plan - GrowthSamco Dynamic Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

11.01%

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

HYBRID

Very High

9.42%

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

High

8.83%

UTI Unit Linked Insurance PlanUTI Unit Linked Insurance Plan

HYBRID

High

4.50%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

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

HYBRID

High

53.07%

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

HYBRID

Very High

29.87%

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

HYBRID

Very High

25.35%

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

HYBRID

Very High

24.88%

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

High

21.03%

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

HYBRID

Moderately High

19.70%

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

15.86%

UTI Unit Linked Insurance PlanUTI Unit Linked Insurance Plan

HYBRID

High

12.19%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

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

HYBRID

Very High

12.86%

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

12.47%

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%

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

HYBRID

Very High

10.34%

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

HYBRID

Moderately High

9.80%

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

12.37%

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

HYBRID

Very High

12.21%

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

HYBRID

Moderately High

11.14%

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

HYBRID

Very High

10.72%

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%

Show all Funds

Fund Managers

RK

Ms. Rajasa KakulavarapuAVP

She joined FTAMIL in March 2016 and in her tenure with Franklin Templeton has been responsible for covering the research for Indian Consumer Sector including FMCG, Paints, QSR and specialty retail. She is based at Chennai.

VS

Mr. Varun SharmaFund Manager

CG

Ms. Chandni GuptaFund Manager

RG

Mr. Rahul GoswamiCIO-Fixed Income

Mr. Rahul Goswami has an overall work experience of around over 17 years. In his previous role with Standard Chartered Bank, he was a Senior Rates Trader & Head of Primary Dealership Desk. Besides Standard Chartered Bank he has worked with various other organizations like Franklin Templeton, UTI Bank, SMIFS Securities, Khandwala Finance Ltd and RR Financial Consultants.

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Franklin India Balanced Advantage Fund - Growth - Direct Plan

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DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

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FAQ's

What is the risk level associated with the Franklin India Balanced Advantage Fund - Growth - Direct Plan?

The Franklin India Balanced Advantage Fund - Growth - Direct Plan is categorized as a Very High risk mutual fund.

What is the current NAV (Net Asset Value) of the Franklin India Balanced Advantage Fund - Growth - Direct Plan as of Jul 26,2024?

The current NAV of the Franklin India Balanced Advantage Fund - Growth - Direct Plan as of Jul 26,2024 is INR 14.23.

What are the returns generated by the Franklin India Balanced Advantage Fund - Growth - Direct Plan over the past 1, 3, and 5 years?

The Franklin India Balanced Advantage Fund - Growth - Direct Plan has achieved impressive returns of 28.85% over the past 1 year, $3yearret over 3 years, and $5yearret over 5 years.

What is the expense ratio associated with the Franklin India Balanced Advantage Fund - Growth - Direct Plan?

The Franklin India Balanced Advantage Fund - Growth - Direct Plan has a low expense ratio of 0.42%.

What is the minimum investment amount required for the Franklin India Balanced Advantage Fund - Growth - Direct Plan?

The minimum investment amount for the Franklin India Balanced Advantage Fund - Growth - Direct Plan is INR 5000.

Is there a systematic investment plan (SIP) available for the Franklin India Balanced Advantage Fund - Growth - Direct Plan?

Yes, SIP is available for the Franklin India Balanced Advantage Fund - Growth - Direct Plan with a minimum investment of INR 5000 per month.

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