Franklin India Balanced Advantage Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Franklin India Balanced Advantage Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹2,834 Cr

Lock In Period

N/A

Expense Ratio

2.16

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

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.65-0.706.08
6M0.651.7513.26
1Y2.404.1525.12
3Y9.7812.0954.38

Portfolio Analysis

  • Equity: 66.71%
  • Debt: 33.28%
  • Others
As on: 2026-07-31
View allocation % by

1. HDFC Bank Ltd4.80%
2. ICICI Bank Ltd3.85%
3. Axis Bank Ltd !2.80%
4. RBL Bank Ltd0.79%

1. HCL Technologies Ltd !1.69%
2. Infosys Ltd1.63%
3. Pine Labs Ltd0.83%

1. Bharti Airtel Ltd !!3.90%

1. State Bank of India2.98%

1. Reliance Industries Ltd2.93%

1. Mahindra & Mahindra Ltd1.94%
2. Maruti Suzuki India Ltd0.65%

1. Larsen & Toubro Ltd2.51%

1. NTPC Ltd1.65%
2. CESC Ltd0.82%

1. Bharat Electronics Ltd1.20%
2. Hindustan Aeronautics Ltd0.98%
3. Data Patterns India Ltd0.00%

1. Ultratech Cement Ltd2.10%

1. Global Health Ltd1.03%
2. Metropolis Healthcare Ltd1.03%

1. Eternal Ltd2.04%

1. Cipla Ltd1.17%
2. Eris Lifesciences Ltd0.78%

1. Tata Steel Ltd1.93%

1. Cholamandalam Investment and Finance Co Ltd1.42%
2. SBFC Finance Ltd0.01%

1. Interglobe Aviation Ltd1.30%

1. Kirloskar Oil Engines Ltd1.29%

1. Britannia Industries Ltd1.24%

1. Marico Ltd1.20%

1. Ashok Leyland Ltd1.03%

1. 360 One Wam Ltd0.60%
2. Angel One Ltd0.42%
No Data Found
No Data Found

About Fund Franklin India Balanced Advantage Fund Growth

Franklin India Balanced Advantage Fund Growth managed by Franklin Templeton Mutual Fund,is a Balanced Fundsscheme with Assets Under Management of ₹2,834 Crore. The fund benchmarks its performance against the Nifty50 Hybrid Composite Debt 50:50 Index while maintaining an expense ratio of 2.16. 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
Bank of India Balanced Advantage Fund Growth0177 CR2.64
BNP Paribas Dynamic Equity Fund Growth0422 CR2.33
Franklin India Balanced Advantage Fund Growth22,834 CR2.16
HDFC Balanced Advantage Fund - Growth4107,765 CR1.29
Quant Dynamic Asset Allocation Fund Growth0880 CR3.01
Fund Name1Y3Y
This FundBank of India Balanced Advantage Fund Growth7.601731.0414
This FundBNP Paribas Dynamic Equity Fund Growth4.341631.5048
This FundFranklin India Balanced Advantage Fund Growth2.432.2949
This FundHDFC Balanced Advantage Fund - Growth3.363744.5894
This FundQuant Dynamic Asset Allocation Fund Growth0.195847.6885

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 2.16. 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 : 0.65%
  • 6 Months : 0.65%
  • 1 Year : 2.40%
  • 3 Years : 9.78%
Returns of Franklin India Balanced Advantage Fund Growth are updated daily based on NAV of ₹ 14.5903 as on Aug 14,2026. Since inception, the return has been 32.29%.

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 ₹2,834 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.