Franklin India Balanced Advantage Fund- Growth Franklin India Balanced Advantage Fund- Growth

Franklin India Balanced Advantage Fund- Growth

  • Current NAV

    ₹12.91 0.0235%

    03-05-2024
  • Annual Returns

    26.37%

  • Min. SIP ₹500

    Min. Investment ₹5000

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Calculate SIP Returns of Franklin India Balanced Advantage Fund- Growth

Monthly SIP Target Amount

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Net Profit ₹ 5,000

+

Invested Amt. ₹ 10,000

=

Total Wealth ₹ 15,000

If you start a SIP of Rs 1000 per month from now, your net wealth at retirement will be

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Investment Returns

This Fund Category Avg. Benchmark
1W 0.07% 0.4% 0.34%
1M 1.41% 1.16% 0.87%
3M 4.49% 3.76% 3.77%
6M 14.59% 14.81% 18.62%
1Y 26.37% 24.64% 26.18%
2Y 0% 14.32% 16.52%
3Y 0% 12.57% 17.01%
5Y 0% 11.86% 15.41%
ALL 16.64% 12.02% 14.1%

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Risk scale

Very High

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Fund Managers

Sandeep Manam
Sandeep Manam

Fund Manage - 19

Total AUM. - 63399Cr.

Sachin Padwal-Desai
Sachin Padwal-Desai

Fund Manage - 7

Total AUM. - 5149Cr.

Umesh Sharma
Umesh Sharma

Fund Manage - 8

Total AUM. - 9447Cr.

Varun Sharma
Varun Sharma

Fund Manage - 10

Total AUM. - 16149Cr.

Rajasa Kakulavarapu
Rajasa Kakulavarapu

Fund Manage - 8

Total AUM. - 7801Cr.

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Portfolio Analysis

Equity46.16% Debt13.54% Others40.3%

Market Cap

Top 5 Sectors

Services

Energy

Technology

Capital Goods

Healthcare

Top 5 Companies

ICICI Bank Ltd.

HDFC Bank Ltd.

Larsen & Toubro Ltd.

Infosys Ltd.

Reliance Industries Ltd.

Market Cap

Top 5 Sectors

Financial

Sovereign

Top 5 Companies

7.06% GOI 10/04/2028

7.835% LIC Housing Finance Ltd. 11/05/2027

8.1% ICICI Home Finance Company Ltd. 05/03/2027

7.9% Bajaj Housing Finance Ltd. 28/04/2028

7.4% HDFC Bank Ltd. 02/06/2025

Market Cap

Top 5 Sectors

Others

Top 5 Companies

Others

Others

Others

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Alternative Fund Category Peer View

3M 6M 1Yr 3Yr 5Yr

Fund Name Returns

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More Funds From

Franklin Templeton Mutual Fund

Scheme Name 1M 3M 6M 1Y 5Y
Franklin Build India Fund Growth Plan 5.67% 11.87% 41.94% 78.2% 25.18%
Franklin India Opportunities Fund - Growth 7.17% 12.58% 41.07% 76% 23.96%
Franklin India Technology Fund-Growth 0.41% 3.85% 25.06% 59.98% 22.84%
Franklin India Smaller Companies Fund-Growth 5.21% 7.1% 25.84% 59.02% 24.58%
Franklin India Prima Fund-Growth 3.35% 7.67% 26.67% 50.18% 19.67%
Templeton India Value Fund - Growth Plan 2.38% 7.24% 26.38% 45.56% 21.41%
Franklin India ELSS Tax Saver Fund-Growth 1.94% 6.47% 24.17% 44.65% 18.04%
Templeton India Equity Income Fund-Growth Plan 2.12% 5.08% 32.11% 44.33% 22.57%
See More About Franklin Templeton Mutual Fund

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Nippon India Small Cap Fund - Growth Plan - Growth Option

3Y Returns34.5%

AUM 43816Cr.

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Quant Small Cap Fund-Growth

Returns37.17%

AUM 13002Cr.

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Franklin India Smaller Companies Fund-Growth

3Y Returns32.54%

AUM 11398Cr.

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DSP Small Cap Fund - Regular - Growth

Returns26.34%

AUM 13095Cr.

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HDFC Small Cap Fund - Growth Option

3Y Returns30.69%

AUM 26837Cr.

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HSBC Small Cap Fund - Regular Growth

Returns32.14%

AUM 13231Cr.

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ITI Small Cap Fund Regular - Growth

3Y Returns23.92%

AUM 1840Cr.

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Bandhan Small Cap Fund - Regular Plan - Growth

Returns30.19%

AUM 3880Cr.

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Suitability

This fund is suitable for those investors
  • Suitability Purpose of this fundPurpose
  • Ideal for a wide range of investors seeking investment opportunities from short to long periods, offering a versatile approach to wealth accumulation
  • Suitability Strategy of this fundStrategy
  • Utilizes a combination of equity and debt investments, dynamically adjusting the mix to respond to market conditions, aiming to optimize returns while minimizing risk.
  • Suitability Duration of this fundDuration
  • A recommended minimum investment period of 1-3 years allows investors to benefit from both the growth potential of equities and the stability of fixed-income securities through various market phases.
  • Suitability Risk Tolerance of this fundRisk Tolerance
  • Anticipates low volatility due to the diversified blend of equities and fixed-income securities, with the fund
  • Suitability Returns Expectation of this fundReturns Expectation
  • Targets a balanced compounded annual growth rate (CAGR) of 10-15%, offering a harmonious blend of stability and growth potential.

Frequently Asked Questions

What is the current NAV of Franklin India Balanced Advantage Fund- Growth?

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- Growth as of 03-05-2024 is 12.9065.

What is the expense ratio of Franklin India Balanced Advantage Fund- Growth?

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 benchmark of Franklin India Balanced Advantage Fund- Growth?

Franklin performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.

What is the AUM or size of Franklin India Balanced Advantage Fund- Growth?

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- Growth is Rs 1554.12 Crs.

Is Franklin India Balanced Advantage Fund- Growth 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.

Should I invest in Franklin India Balanced Advantage Fund- Growth?

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.

What are the top 5 holdings of Franklin India Balanced Advantage Fund- Growth?

The fund's top 5 holdings are in Bajaj holdings and investment Services, Energy, Technology, Capital Goods, Healthcare.

How to start online SIP in Franklin India Balanced Advantage Fund- Growths?

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.

How can I redeem my investments in Franklin India Balanced Advantage Fund- Growth?

Redeeming your investments in Franklin India Balanced Advantage Fund- Growth 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.

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.

Who manages this fund, and what is their expertise?

Rahul Goswami, Umesh Sharma, 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.

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