Franklin India Balanced Advantage Fund- IDCW

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Dynamic Asset Allocation NAV 11.3213 0 27 September, 2023

Fund Details

Category Dynamic Asset Allocation
Fund Type Open Ended
Investment Plan Dividend
Launch Date 06 September, 2022
Benchmark NIFTY 50 Hybrid Composite debt 50:50 Index
Asset Size(Cr) 1099.71752
Turn over 160.29%
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Expense Ratio 2.1
Fund Manager Sachin Padwal-Desai, Umesh Sharma, Rajasa Kakulavarapu, Sandeep Manam
Fund House Franklin Templeton Mutual Fund

Investment Returns (As on 27 Sep, 2023)

Duration Returns Benchmark Category
1 W 0.81% 1.58% 1.13%
1 M 1.09% 4.02% 2.56%
3 M 1.38% 1.44% 1.76%
6 M 0.82% 0.35% 1.39%
1 Y - 7.25% 5.92%
2 Y - 12.49% 7.65%
3 Y - 23.79% 13.21%
5 Y - 12.46% 7.76%

Risk Mesasures (As on 27 Sep, 2023)

Std Dev Sharpe Beta Alpha
Fund
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Jun, 2023)

Assets Allocation

Sector Holdings
Others 11.96%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Franklin India Balanced Advantage Fund- IDCW 0% 0% 0%

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