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₹13.71
(-0.45%)
Current NAV 20-05-2025
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5.51%
Returns
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Min. SIP ₹500
Min. Investment ₹5000
Fund Suitability Test
Returns (NAV as on 19-May-2025)
Track investment returns to meet financial goals.
| This Fund | Category Avg. | Benchmark | |
|---|---|---|---|
| 1W | 0.64% | 3.08% | 0.48% |
| 1M | 2.61% | 4.1% | -0.89% |
| 3M | 5.53% | 6.44% | -3.19% |
| 6M | 3.92% | 3.22% | -3.77% |
| 1Y | 5.51% | 8.47% | 5.5% |
| 2Y | 15.54% | 15.75% | 12.28% |
| 3Y | 0% | 13.84% | 9.65% |
| 5Y | 0% | 15.1% | 12.81% |
| ALL | 12.59% | 9.73% | 11.41% |
Check out what are trailling and rolling returns of this fund ?
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Risk Analysis
| Standard Dev | Sharpe | Beta | Alpha | |
|---|---|---|---|---|
| Fund | 0% | 0% | 0% | 0% |
| Category | 8.02% | 0.61% | 0.61% | 0.61% |
Riskometer
Comparison Of Franklin India Balanced Advantage Fund- IDCW
Compare your fund with the top category schemes.
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3Y Returns19.3% (p.a.)
SBI Long Term Equity Fund - Regular Plan- Growth
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3Y Returns26.57% (p.a.)
Mirae Asset Dynamic Bond Fund-Regular Plan Growth
3Y Returns6.77% (p.a.)
Nippon India Dynamic Bond Fund-Growth Plan-Growth Option
3Y Returns8.55% (p.a.)
SIP Returns Calculator
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Start SIPPortfolio Summary (as on 31-Jan-2025)
An insight into your portfolio composition.
Equity53.60% Debt22.94% Others23.46%
Equity Market Cap
Top 5 Sectors of Equity
Financial Services 19%
Consumer Cyclical 10%
Industrials 8%
Technology 7%
Communication Services 4%
Top 5 Companies of Equity
HDFC Bank Ltd 6%
ICICI Bank Ltd 4%
Infosys Ltd 3%
Larsen & Toubro Ltd 3%
Bharti Airtel Ltd 3%
Debt Market Cap
Top 5 Sectors of Debt
23%
Top 5 Companies of Debt
ICICI Home Finance Company Limited 2%
Bharti Telecom Limited 8.65% 2%
Mankind Pharma Ltd 2%
Summit Digitel Infrastructure Ltd 2%
Rural Electrification Corporation Limited 2%
Others Market Cap
Top 5 Sectors of Others
23%
Top 5 Companies of Others
Cash Offset For Derivatives 13%
Call, Cash & Other Assets 8%
Margin On Derivatives 3%
Check out the favourite sectors and companies of this fund
Detail Portfolio AnalysisAlternative Fund Category Peer View
Check out the other Mutual Funds in this category
More Funds From Franklin Mutual Fund
| Scheme Name | 1M | 3M | 6M | 1Y | 5Y | |
|---|---|---|---|---|---|---|
| Franklin India Multi - Asset Solution Fund of Funds- Growth Plan | 3.02% | 7.43% | 11.23% | 15.41% | 16.36% | |
| Franklin India Prima Fund-Growth | 6.41% | 11.61% | 2.26% | 13.52% | 30.81% | |
| Franklin India Equity Advantage Fund - Growth Plan | 6.89% | 9.85% | 3.25% | 13.48% | 27.87% | |
| Franklin India Bluechip Fund-Growth | 5.01% | 8.32% | 3.84% | 12.78% | 23.44% | |
| Franklin India Flexi Cap Fund - Growth | 4.69% | 9.44% | 3.79% | 11.67% | 30.08% | |
| Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth | 15.72% | -7% | -1.45% | 11.6% | 13.52% | |
| Franklin India ELSS Tax Saver Fund-Growth | 4.77% | 9.03% | 3.23% | 11.47% | 29.54% | |
| Franklin India Corporate Debt Fund - Growth | 2.39% | 4.61% | 6.12% | 10.54% | 6.69% | |
| Franklin India Government Securities Fund - Growth | 1.16% | 3.99% | 5.88% | 10.28% | 4.92% | |
| Franklin India Equity Hybrid Fund - Growth Plan | 3.4% | 6.85% | 3.88% | 10.19% | 21.75% | |
| Franklin India Dynamic Asset Allocation Fund of Funds-Growth | 3.66% | 6.68% | 4.49% | 10.11% | 21.55% | |
| Franklin Asian Equity Fund - Growth Plan | 9.36% | 3.46% | 5.27% | 9.83% | 6.28% |
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Chat with usFrequently Asked Questions
What is the current NAV of Franklin India Balanced Advantage Fund- IDCW?
Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of Franklin India Balanced Advantage Fund- IDCW as of 20-05-2025 is 13.7133.
What is the benchmark of Franklin India Balanced Advantage Fund- IDCW?
Franklin performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.
Is Franklin India Balanced Advantage Fund- IDCW a safe fund to invest?
Every fund has different types of risk which are mentioned in the risko-meter. The investors are advised to understand their risk tolerance and decide which type of fund they can invest in.
What are the top 5 holdings of Franklin India Balanced Advantage Fund- IDCW?
The fund's top 5 sectors holdings are Financial Services, Consumer Cyclical, Industrials, Technology, Communication Services, ,
How can I redeem my investments in Franklin India Balanced Advantage Fund- IDCW?
Redeeming your investments in Franklin India Balanced Advantage Fund- IDCW is super easy.
• If you have invested this fund via MySIPonline, just log into the app, go to the investment section, and place your redemption request.
• If you have invested this fund from elsewhere, go to the fund house website and place your redemption request from there.
Who manages this fund, and what is their expertise?
Rahul Goswami, Anuj Tagra, Chandni Gupta, Varun Sharma, Rajasa Kakulavarapu, Sandeep Manam, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.
What is the expense ratio of Franklin India Balanced Advantage Fund- IDCW?
The expense ratio of a mutual fund means the charges that you pay to the mutual fund company for managing your investments in the fund. This fund has an expense ratio of 1.37%.
What is the AUM or size of Franklin India Balanced Advantage Fund- IDCW?
AUM or asset under management is the total value of the assets held by a mutual fund scheme. A fund with a high AUM means a lot of money has been invested in it. The AUM of Franklin India Balanced Advantage Fund- IDCW is Rs 2487.49 Crs. Crs.
Should I invest in Franklin India Balanced Advantage Fund- IDCW?
This fund has a consistency rating of which indicates that the fund has generated average returns. However, whatever returns that the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for.
How to start online SIP in Franklin India Balanced Advantage Fund- IDCWs?
MySIPonline is a dedicated platform to start online SIP or mutual funds in any scheme of mutual funds. Firstly, the investor needs to complete KYC details, choose the best fund, add it to the cart, and make the payment through UPI, net banking, or debit card available on our site.
Is there any brokerage/advisory fees on Mutual Fund SIP transactions?
At MySIPonline, we do not charge any fees related to brokerage & advisory part. That makes us more accessible and cost-effective for a broader range of investors.
