Return
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- 6M
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹5000
AUM (Fund size)
₹2,850 Cr
Lock In Period
N/A
Expense Ratio
1.94
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 ₹14.1674 NAV as of Mar 06,2026 and returns since inception of 41.63%. Minimum investments start at SIP ₹500. The Franklin India Balanced Advantage Fund Growth AUM is ₹2,850 Cr, with a lock-in of N/A years, expense ratio of 1.94%, 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 -1.60% returns, against a category average of -0.97% and a category best of 126.76%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -1.60 | -0.97 | 126.76 |
| 6M | -0.26 | 1.25 | 126.76 |
| 1Y | 7.10 | 4.04 | 126.76 |
| 3Y | 12.30 | 10.72 | 126.76 |
Portfolio Analysis
- Equity: 65.98%
- Debt: 34.06%
- Others
As on: 2026-01-31
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About Fund
Franklin India Balanced Advantage Fund Growth managed by Franklin Templeton Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹2,850 Crore. The fund benchmarks its performance against the Nifty50 Hybrid Composite Debt 50:50 Index while maintaining an expense ratio of 1.94. 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundNJ Balanced Advantage Fund Growth | 1 | 3609.87 CR | 1.9 |
| This FundSBI Retirement Benefit Fund - Aggressive Plan Growth | 0 | 3057.44 CR | 1.93 |
| This FundSBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth | 0 | 1657.62 CR | 2.05 |
| This FundFranklin India Balanced Advantage Fund Growth | 2 | 2849.51 CR | 1.94 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundNJ Balanced Advantage Fund Growth | 4.9167 | 34.588 |
| This FundSBI Retirement Benefit Fund - Aggressive Plan Growth | 9.2499 | 41.0377 |
| This FundSBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth | 11.2063 | 41.5538 |
| This FundFranklin India Balanced Advantage Fund Growth | 7.1044 | 41.6276 |
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 1.94. 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 : -1.60%
- 6 Months : -0.26%
- 1 Year : 7.10%
- 3 Years : 12.30%
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 ₹2,850 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