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Franklin India Balanced Advantage Fund Growth Return

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  • 1Y
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  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Franklin India Balanced Advantage Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹2,819 Cr

Lock In Period

N/A

Expense Ratio

2.11

Exit Load

In respect of each purchase of Units Upto 10% of the Units may be redeemed without any exit load within 1 year from the date of allotment.Any redemption in excess of the above limit shall be subject to the following exit load: o 1.00% - if redeemed on or before 1 year from the date of allotment.Nil - if redeemed after 1 year from the date of allotment.

Benchmark

Nifty50 Hybrid Composite Debt 50:50 Index

Franklin India Balanced Advantage Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.82-0.20126.76
6M0.452.51126.76
1Y-1.103.97126.76
3Y9.3612.79126.76

Portfolio Analysis

  • Equity: 66.19%
  • Debt: 33.82%
  • Others
As on: 2026-06-30
View allocation % by

1. HDFC Bank Ltd5.15%
2. ICICI Bank Ltd4.82%
3. Axis Bank Ltd !3.08%

1. Bharti Airtel Ltd !!3.84%

1. Infosys Ltd1.45%
2. HCL Technologies Ltd !1.35%
3. Pine Labs Ltd0.63%

1. Larsen & Toubro Ltd3.17%

1. State Bank of India2.99%

1. Reliance Industries Ltd2.98%

1. NTPC Ltd1.75%
2. CESC Ltd0.84%

1. Mahindra & Mahindra Ltd1.76%
2. Maruti Suzuki India Ltd0.65%

1. Bharat Electronics Ltd1.14%
2. Hindustan Aeronautics Ltd0.93%

1. Cipla Ltd1.17%
2. Eris Lifesciences Ltd0.84%

1. Ultratech Cement Ltd2.00%

1. Metropolis Healthcare Ltd1.08%
2. Global Health Ltd0.90%

1. Tata Steel Ltd1.96%

1. Eternal Ltd1.79%

1. Kirloskar Oil Engines Ltd1.64%

1. Cholamandalam Investment and Finance Co Ltd1.51%

1. Interglobe Aviation Ltd1.43%

1. Marico Ltd1.23%

1. Phoenix Mills Ltd1.23%

1. Britannia Industries Ltd1.19%

About Fund Franklin India Balanced Advantage Fund Growth

Franklin India Balanced Advantage Fund Growth managed by Franklin Templeton Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹2,819 Crore. The fund benchmarks its performance against the Nifty50 Hybrid Composite Debt 50:50 Index while maintaining an expense ratio of 2.11. Under the expert guidance of Rajasa Kakulavarapu ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Rajasa Kakulavarapu

Ms. Rajasa Kakulavarapu has done B.Tech and MBA. Prior to joining Franklin Templeton Mutual Fund, she has worked with Jefferies India Pvt. Ltd. and Credit Suisse Securities (India) Pvt. Ltd.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
SBI Retirement Benefit Fund - Aggressive Plan Growth03,113 CR2.02
NJ Balanced Advantage Fund Growth13,393 CR2.56
SBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth01,615 CR2.13
Mirae Asset Balanced Advantage Fund Growth32,128 CR2.26
Franklin India Balanced Advantage Fund Growth22,819 CR2.11
Fund Name1Y3Y
This FundSBI Retirement Benefit Fund - Aggressive Plan Growth-2.42927.1382
This FundNJ Balanced Advantage Fund Growth-0.872728.1015
This FundSBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth0.520229.6447
This FundMirae Asset Balanced Advantage Fund Growth2.025230.3594
This FundFranklin India Balanced Advantage Fund Growth-1.144930.9844

Franklin India Balanced Advantage Fund Growth FAQs

Franklin India Balanced Advantage Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Franklin India Balanced Advantage Fund Growth is 2.11. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Franklin India Balanced Advantage Fund Growth’s fund performance is as follows:
  • 1 Month : -0.82%
  • 6 Months : 0.45%
  • 1 Year : -1.10%
  • 3 Years : 9.36%
Returns of Franklin India Balanced Advantage Fund Growth are updated daily based on NAV of ₹ 14.2959 as on Jul 24,2026. Since inception, the return has been 30.78%.

You can invest in Franklin India Balanced Advantage Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Franklin India Balanced Advantage Fund Growth is ₹2,819 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Franklin India Balanced Advantage Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.