Franklin India Balanced Advantage Fund Regular Plan Growth

Risk: Very High
₹ 13.76
NAV (Jul 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 Ratio
    UM_URBAN_MONEY

    45.56
  • P/B Ratio
    UM_URBAN_MONEY

    6.33
  • Alpha
    UM_URBAN_MONEY

    0
  • Beta
    UM_URBAN_MONEY

    0
  • Sharpe
    UM_URBAN_MONEY

    0.18
  • Sortino
    UM_URBAN_MONEY

    0.27

Fund Overview

Expense ratio
UM_URBAN_MONEY

2.00%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 2074.61 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₹ 10,618.65 (6.19%)₹ 11,196.37 (11.96%)₹ 12,487.66 (24.88%)₹ -- (--)₹ -- (--)
₹ 30,000₹ 31,855.95 (6.19%)₹ 33,589.11 (11.96%)₹ 37,462.98 (24.88%)₹ -- (--)₹ -- (--)
₹ 50,000₹ 53,093.25 (6.19%)₹ 55,981.85 (11.96%)₹ 62,438.3 (24.88%)₹ -- (--)₹ -- (--)
₹ 80,000₹ 84,949.2 (6.19%)₹ 89,570.96 (11.96%)₹ 99,901.28 (24.88%)₹ -- (--)₹ -- (--)
₹ 1,00,000₹ 1,06,186.5 (6.19%)₹ 1,11,963.7 (11.96%)₹ 1,24,876.6 (24.88%)₹ -- (--)₹ -- (--)

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

  • Call Cash & Other Assets18.57%
  • HDFC Bank Ltd6.01%
  • ICICI Bank Ltd4.49%
  • Reliance Industries Ltd3.40%
  • Larsen & Toubro Ltd3.17%
  • Margin on Derivatives3.14%
  • Infosys Ltd3.13%
  • ICICI Home Finance Co Ltd Mar2.47%
  • Lic Housing Finance Ltd May2.43%
  • Bharti Airtel Ltd2.37%
  • Axis Bank Ltd2.29%
  • HCL Technologies Ltd2.03%
  • State Bank of India1.99%
  • Zomato Ltd1.75%
  • NTPC Ltd1.65%
  • Tata Motors Ltd1.59%
  • Sun Pharmaceutical Industries Ltd1.57%
  • Crompton Greaves Consumer Electricals Ltd1.54%
  • PB Fintech Ltd1.41%
  • Kirloskar Oil Engines Ltd1.37%
  • Bharat Electronics Ltd1.33%
  • IndusInd Bank Ltd1.29%
  • Bharti Telecom Ltd Nov1.27%
  • Kotak Mahindra Prime Ltd Nov1.27%
  • Hindustan Aeronautics Ltd1.26%
  • Apollo Hospitals Enterprise Ltd1.25%
  • Marico Ltd1.24%
  • GAIL India Ltd1.22%
  • REC Ltd Aug1.21%
  • United Spirits Ltd1.21%
  • ONGC Petro Additions Ltd Jun1.21%
  • Maruti Suzuki India Ltd1.04%
  • Sapphire Foods India Ltd1.02%
  • Jubilant Foodworks Ltd1.01%
  • Tech Mahindra Ltd1.00%
  • GOI Apr0.98%
  • Bajaj Housing Finance Ltd Apr0.97%
  • HDFC Life Insurance Co Ltd0.96%
  • Oil & Natural Gas Corporation Ltd0.87%
  • Teamlease Services Ltd0.83%
  • Amara Raja Energy And Mobility Ltd0.80%
  • Prestige Estates Projects Ltd0.76%
  • Amber Enterprises India Ltd0.76%
  • Indian Railway Finance Corporation Ltd Oct0.73%
  • Bharti Hexacom Ltd0.70%
  • Tube Investments of India Ltd0.70%
  • Ultratech Cement Ltd0.65%
  • Tata Steel Ltd0.62%
  • Metropolis Healthcare Ltd0.61%
  • Dalmia Bharat Ltd0.58%
  • SBI Cards and Payment Services Ltd0.57%
  • Eris Lifesciences Ltd0.56%
  • Affle India Ltd0.53%
  • Lemon Tree Hotels Ltd0.49%
  • SRF Ltd0.47%
  • Voltas Ltd0.46%
  • Apeejay Surrendra Park Hotels Ltd0.43%
  • JK Lakshmi Cement Ltd0.42%
  • GOI Jun0.23%
  • Intellect Design Arena Ltd0.12%

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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Compare with similar Funds

Franklin India Balanced Advantage Fund - Regular Plan - Growth

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DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

Franklin India Balanced Advantage Fund - Regular Plan - Growth

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UTI Unit Linked Insurance Plan

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Mirae Asset Balanced Advantage Fund - Regular Plan - Growth

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Invesco India Balanced Advantage Fund - Growth

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Samco 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 - Regular Plan - Growth?

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

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

The current NAV of the Franklin India Balanced Advantage Fund - Regular Plan - Growth as of Jul 26,2024 is INR 13.76.

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

The Franklin India Balanced Advantage Fund - Regular Plan - Growth has generated impressive returns of 26.68% 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 - Regular Plan - Growth?

The Franklin India Balanced Advantage Fund - Regular Plan - Growth has a 2.02% expense ratio.

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

The Franklin India Balanced Advantage Fund - Regular Plan - Growth requires a minimum investment of INR 5000.

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

SIP is offered for the Franklin India Balanced Advantage Fund - Regular Plan - Growth with a minimum investment of INR 5000 per month.

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