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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹2,860 Cr

Lock In Period

N/A

Expense Ratio

1.93

Benchmark

Nifty50 Hybrid Composite Debt 50:50 Index

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.

Summary

Latest details for Franklin India Balanced Advantage Fund Growth include a ₹13.5088 NAV as of Mar 23,2026 and returns since inception of 37.74%. Minimum investments start at SIP ₹500. The Franklin India Balanced Advantage Fund Growth AUM is ₹2,860 Cr, with a lock-in of N/A years, expense ratio of 1.93%, and benchmark Nifty50 Hybrid Composite Debt 50:50 Index. Exit load is - 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.. In the growth review for 1M Month/Year, the fund recorded -5.34% returns, against a category average of -1.31% and a category best of 126.76%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-5.34-1.31126.76
6M-5.161.08126.76
1Y0.984.70126.76
3Y11.2612.21126.76

Portfolio Analysis

  • Equity: 65.29%
  • Debt: 34.68%
  • Others
As on: 2026-02-28
View allocation % by

1. HDFC Bank Ltd6.52%
2. ICICI Bank Ltd4.70%
3. Axis Bank Ltd2.90%

1. Bharti Airtel Ltd4.10%

1. Reliance Industries Ltd3.54%

1. Larsen & Toubro Ltd3.49%

1. Infosys Ltd1.78%
2. HCL Technologies Ltd1.60%

1. State Bank of India3.34%

1. NTPC Ltd1.92%
2. CESC Ltd0.83%

1. Apollo Hospitals Enterprise Ltd1.78%
2. Metropolis Healthcare Ltd0.77%

1. Ultratech Cement Ltd2.04%

1. Tata Steel Ltd2.01%

1. Mahindra & Mahindra Ltd1.35%
2. Maruti Suzuki India Ltd0.58%

1. Bharat Electronics Ltd1.21%
2. Hindustan Aeronautics Ltd0.68%

1. Sun Pharmaceutical Industries Ltd1.18%
2. Eris Lifesciences Ltd0.54%

1. Eternal Ltd1.40%

1. HDFC Life Insurance Co Ltd0.75%
2. Canara HSBC Life Insurance Co Ltd0.46%

1. Marico Ltd1.19%

1. Britannia Industries Ltd1.15%

1. Ashok Leyland Ltd1.03%

1. GAIL (India) Ltd1.03%

1. Cholamandalam Investment and Finance Co Ltd1.03%

About Fund

Franklin India Balanced Advantage Fund Growth managed by Franklin Templeton Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹2,860 Crore. The fund benchmarks its performance against the Nifty50 Hybrid Composite Debt 50:50 Index while maintaining an expense ratio of 1.93. 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.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundICICI Prudential Blended Plan B - Option I Growth0773.84 CR0.42
This FundSBI Retirement Benefit Fund - Aggressive Plan Growth03077.97 CR1.92
This FundSBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth01640.13 CR2.06
This FundFranklin India Balanced Advantage Fund Growth22859.98 CR1.93
Fund Name1Y3Y
This FundICICI Prudential Blended Plan B - Option I Growth10.63533.278
This FundSBI Retirement Benefit Fund - Aggressive Plan Growth-1.465535.5708
This FundSBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth1.837936.3036
This FundFranklin India Balanced Advantage Fund Growth0.981537.7423

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 1.93. 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 : -5.34%
  • 6 Months : -5.16%
  • 1 Year : 0.98%
  • 3 Years : 11.26%
Returns of Franklin India Balanced Advantage Fund Growth are updated daily based on NAV of ₹ 13.5088 as on Mar 23,2026. Since inception, the return has been 37.74%.

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 ₹2,860 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.
Min Inv Amount: ₹500