Franklin India Balanced Advantage Fund Regular Plan Growth

12.90
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 Ratio
    UM_URBAN_MONEY

    41.87
  • P/B Ratio
    UM_URBAN_MONEY

    5.60
  • Alpha
    UM_URBAN_MONEY

    0
  • Beta
    UM_URBAN_MONEY

    0
  • Sharpe
    UM_URBAN_MONEY

    0.24
  • Sortino
    UM_URBAN_MONEY

    0.39

Fund Overview

Expense ratio
UM_URBAN_MONEY

2.05%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

1745.47 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 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 %)

10,544.07 (5.44%)11,557.01 (15.57%)12,729.19 (27.29%)-- (--)-- (--)
31,632.21 (5.44%)34,671.03 (15.57%)38,187.57 (27.29%)-- (--)-- (--)
52,720.35 (5.44%)57,785.05 (15.57%)63,645.95 (27.29%)-- (--)-- (--)
84,352.56 (5.44%)92,456.08 (15.57%)1,01,833.52 (27.29%)-- (--)-- (--)
1,05,440.7 (5.44%)1,15,570.1 (15.57%)1,27,291.9 (27.29%)-- (--)-- (--)

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 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%

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

36.54%

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

HYBRID

Very High

19.99%

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

HYBRID

Very High

13.97%

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%

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

HYBRID

Moderate

11.44%

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

HYBRID

Very High

11.44%

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%

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

Very High

58.23%

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

28.19%

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

HYBRID

Very High

26.75%

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

20.56%

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

HYBRID

Very High

18.24%

Sundaram Balanced Advantage Fund - GrowthSundaram Balanced Advantage Fund - Growth

HYBRID

High

17.98%

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

12.72%

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

12.55%

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

HYBRID

Very High

10.58%

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

HYBRID

Very High

10.49%

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

9.28%

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

10.83%

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

9.78%

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%

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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