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Franklin India Balanced Advantage Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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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)

₹2,789 Cr

Lock In Period

N/A

Expense Ratio

2.14

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

Summary

Franklin India Balanced Advantage Fund Growth NAV is ₹13.9970 as of 2 Jun, 2026. Franklin India Balanced Advantage Fund Growth has delivered 35.18% returns since its launch. The minimum SIP investment amount in Franklin India Balanced Advantage Fund Growth is ₹500. The AUM of Franklin India Balanced Advantage Fund Growth is ₹2,789 Cr. The expense ratio of the fund is 2.14%, and its benchmark is Nifty50 Hybrid Composite Debt 50:50 Index. The current exit load of the fund 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 last 1M months, Franklin India Balanced Advantage Fund Growth has delivered -1.18% returns.

Franklin India Balanced Advantage Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-1.18-0.21126.76
6M-3.991.19126.76
1Y-1.434.09126.76
3Y10.5713.59126.76

Portfolio Analysis

  • Equity: 67.51%
  • Debt: 32.51%
  • Others
As on: 2026-04-30
View allocation % by

1. HDFC Bank Ltd5.89%
2. ICICI Bank Ltd4.85%
3. Axis Bank Ltd !3.05%

1. Bharti Airtel Ltd !!4.39%

1. Reliance Industries Ltd4.05%

1. NTPC Ltd2.26%
2. CESC Ltd1.08%

1. Infosys Ltd1.74%
2. HCL Technologies Ltd !1.53%

1. Larsen & Toubro Ltd3.16%

1. State Bank of India3.14%

1. Apollo Hospitals Enterprise Ltd1.78%
2. Metropolis Healthcare Ltd0.96%

1. Tata Steel Ltd2.26%

1. Mahindra & Mahindra Ltd1.61%
2. Maruti Suzuki India Ltd0.62%

1. Bharat Electronics Ltd1.21%
2. Hindustan Aeronautics Ltd0.93%

1. Ultratech Cement Ltd2.08%

1. Eternal Ltd1.69%

1. Cholamandalam Investment and Finance Co Ltd1.33%

1. Kirloskar Oil Engines Ltd1.31%

1. Phoenix Mills Ltd1.27%

1. Interglobe Aviation Ltd1.23%

1. Britannia Industries Ltd1.23%

1. Marico Ltd1.20%

1. HDFC Life Insurance Co Ltd0.63%
2. Canara HSBC Life Insurance Co Ltd0.53%

1. Eris Lifesciences Ltd0.71%
2. Sun Pharmaceutical Industries Ltd0.45%

1. PB Fintech Ltd1.08%

1. Tata Capital Ltd0.60%
2. Angel One Ltd0.44%

1. Ashok Leyland Ltd1.02%

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 ₹2,789 Crore. The fund benchmarks its performance against the Nifty50 Hybrid Composite Debt 50:50 Index while maintaining an expense ratio of 2.14. 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 Hybrid Plan Growth01581.78 CR2.07
ICICI Prudential Blended Plan B - Option I Growth0773.84 CR0.42
Mirae Asset Balanced Advantage Fund Growth32067.51 CR2.06
Franklin India Balanced Advantage Fund Growth22788.55 CR2.14
Fund Name1Y3Y
This FundSBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth1.029732.8116
This FundICICI Prudential Blended Plan B - Option I Growth10.63533.278
This FundMirae Asset Balanced Advantage Fund Growth2.397534.4486
This FundFranklin India Balanced Advantage Fund Growth-1.429135.1834

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 2.14. 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 : -1.18%
  • 6 Months : -3.99%
  • 1 Year : -1.43%
  • 3 Years : 10.57%
Returns of Franklin India Balanced Advantage Fund Growth are updated daily based on NAV of ₹ 13.9970 as on Jun 01,2026. Since inception, the return has been 35.18%.

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 ₹2,789 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.