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Franklin India Balanced Advantage Fund Regular Plan Growth
NAV (Apr 26,2024)
Introducing Franklin India Balanced Advantage Fund - Regular Plan - Growth. This fund offers a unique investment strategy by dynamically managing allocation between equity and debt, making it suitable for long-term wealth creation. With a minimum investment requirement of ₹5,000, it provides an opportunity for all investors. The fund's expense ratio is 2.05% and has a PE ratio of 39.37 and PB ratio of 5.37. It has an established date of September 6, 2022, and currently manages assets worth ₹1,694 crore.
Franklin India Balanced Advantage Fund Regular Plan Growth Latest Trend
- 1M
- 2M
- 3M
Franklin India Balanced Advantage Fund Regular Plan Growth Latest Trend
Risk Ratios
- P/E Ratio41.87
- P/B Ratio5.60
- Alpha0
- Beta0
- Sharpe0.24
- Sortino0.39
Fund Overview
2.05%
0%
No Lock-in
₹ 1745.47 Cr
SIP ₹5000.00
Scheme Riskometer
Investors understand that their principal will be at
Very High
Investment Return Calculator
as on Apr 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 | ₹ 10,544.07 (5.44%) | ₹ 11,557.01 (15.57%) | ₹ 12,729.19 (27.29%) | ₹ -- (--) | ₹ -- (--) |
₹ 30,000 | ₹ 31,632.21 (5.44%) | ₹ 34,671.03 (15.57%) | ₹ 38,187.57 (27.29%) | ₹ -- (--) | ₹ -- (--) |
₹ 50,000 | ₹ 52,720.35 (5.44%) | ₹ 57,785.05 (15.57%) | ₹ 63,645.95 (27.29%) | ₹ -- (--) | ₹ -- (--) |
₹ 80,000 | ₹ 84,352.56 (5.44%) | ₹ 92,456.08 (15.57%) | ₹ 1,01,833.52 (27.29%) | ₹ -- (--) | ₹ -- (--) |
₹ 1,00,000 | ₹ 1,05,440.7 (5.44%) | ₹ 1,15,570.1 (15.57%) | ₹ 1,27,291.9 (27.29%) | ₹ -- (--) | ₹ -- (--) |
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Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- Call Cash & Other Assets17.64%
- ICICI Bank Ltd5.21%
- HDFC Bank Ltd4.79%
- GOI Apr4.72%
- Larsen & Toubro Ltd3.58%
- Margin on Derivatives3.21%
- Infosys Ltd3.06%
- Reliance Industries Ltd2.94%
- Lic Housing Finance Ltd May2.89%
- ICICI Home Finance Co Ltd Mar2.89%
- Tata Motors Ltd2.43%
- Axis Bank Ltd2.26%
- State Bank of India2.09%
- Bharti Airtel Ltd2.08%
- HCL Technologies Ltd2.04%
- Kirloskar Oil Engines Ltd1.97%
- Sun Pharmaceutical Industries Ltd1.96%
- Zomato Ltd1.78%
- IndusInd Bank Ltd1.71%
- GAIL India Ltd1.70%
- Bharat Electronics Ltd1.63%
- NTPC Ltd1.56%
- Apollo Hospitals Enterprise Ltd1.31%
- United Spirits Ltd1.27%
- Hindustan Aeronautics Ltd1.24%
- Bajaj Housing Finance Ltd Apr1.23%
- Sapphire Foods India Ltd1.22%
- Marico Ltd1.20%
- Oil & Natural Gas Corporation Ltd1.12%
- PB Fintech Ltd1.08%
- HDFC Life Insurance Co Ltd1.00%
- Container Corporation Of India Ltd1.00%
- Amber Enterprises India Ltd0.98%
- Tech Mahindra Ltd0.97%
- Jubilant Foodworks Ltd0.96%
- Maruti Suzuki India Ltd0.94%
- HDFC Bank Ltd Jun0.91%
- LIC Housing Finance Ltd Jul0.90%
- Crompton Greaves Consumer Electricals Ltd0.80%
- Affle India Ltd0.77%
- Tata Steel Ltd0.66%
- Teamlease Services Ltd0.66%
- Ultratech Cement Ltd0.65%
- SBI Cards and Payment Services Ltd0.64%
- Voltas Ltd0.63%
- Metropolis Healthcare Ltd0.63%
- Nuvoco Vistas Corporation Ltd0.55%
- Eris Lifesciences Ltd0.55%
- Apeejay Surrendra Park Hotels Ltd0.54%
- JK Lakshmi Cement Ltd0.50%
- Jyothy Labs Ltd0.49%
- Westlife Foodworld Ltd0.39%
- Shankara Building Products Ltd0.07%
- Miscellaneous20.85%
- Bank - Private13.97%
- IT - Software6.07%
- Consumer Food3.37%
- Refineries2.94%
- Bank - Public2.09%
- e-Commerce1.78%
- Air Conditioners1.62%
- Defence1.24%
- Oil Exploration1.12%
- Fintech1.08%
- Insurance1.00%
- Logistics1.00%
- BPO/ITeS0.77%
- Finance - NBFC0.64%
- Restaurants0.39%
Holdings Analysis
Peer Comparison
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- 6M
- 1Y
- 3Y
- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
Quant Dynamic Asset Allocation Fund - Regular Plan - Growth | HYBRID | Very High | 36.54% |
Shriram Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 19.99% |
Invesco India Balanced Advantage Fund - Growth | HYBRID | Very High | 13.97% |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 11.71% |
Motilal Oswal Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 11.51% |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | HYBRID | Moderate | 11.44% |
PGIM India Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 11.44% |
Sundaram Balanced Advantage Fund - Growth | HYBRID | High | 8.86% |
Mirae Asset Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 8.77% |
UTI Unit Linked Insurance Plan | HYBRID | High | 4.50% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Quant Dynamic Asset Allocation Fund - Regular Plan - Growth | HYBRID | Very High | 58.23% |
Motilal Oswal Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 29.87% |
Shriram Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 28.19% |
Invesco India Balanced Advantage Fund - Growth | HYBRID | Very High | 26.75% |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 22.35% |
Mirae Asset Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 20.94% |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | HYBRID | Moderate | 20.56% |
PGIM India Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 18.24% |
Sundaram Balanced Advantage Fund - Growth | HYBRID | High | 17.98% |
UTI Unit Linked Insurance Plan | HYBRID | High | 12.19% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Invesco India Balanced Advantage Fund - Growth | HYBRID | Very High | 12.72% |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 12.62% |
Shriram Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 12.55% |
Motilal Oswal Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 10.58% |
PGIM India Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 10.49% |
Sundaram Balanced Advantage Fund - Growth | HYBRID | High | 10.42% |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | HYBRID | Moderate | 9.28% |
UTI Unit Linked Insurance Plan | HYBRID | High | 7.67% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 14.35% |
Invesco India Balanced Advantage Fund - Growth | HYBRID | Very High | 10.83% |
Motilal Oswal Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 10.72% |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | HYBRID | Moderate | 9.78% |
Sundaram Balanced Advantage Fund - Growth | HYBRID | High | 8.47% |
UTI Unit Linked Insurance Plan | HYBRID | High | 7.51% |
Fund Managers
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.
Mr. Varun SharmaFund Manager
Ms. Chandni GuptaFund Manager
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 - Regular Plan - Growth
Franklin India Balanced Advantage Fund - Regular Plan - Growth
Franklin India Balanced Advantage Fund - Regular Plan - Growth
Franklin India Balanced Advantage Fund - Regular Plan - Growth
Franklin India Balanced Advantage Fund - Regular Plan - Growth
Franklin India Balanced Advantage Fund - Regular Plan - Growth
Franklin India Balanced Advantage Fund - Regular Plan - Growth
Franklin India Balanced Advantage Fund - Regular Plan - Growth
Franklin India Balanced Advantage Fund - Regular Plan - Growth
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