Franklin India Balanced Advantage Fund Direct Growth
3Y Annualised
%
-0.33% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
Annualised
-2.42%
-0.33% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
NA
6 years 4 months
9 years 7 months
Fund info
Fund size
₹2487.49 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹5000
Exit load
0%
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: 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
Risk Profile
High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Balanced Advantage Fund Quarterly Payout of Inc Dist cum Cap Wdrl
2nd
ICICI Prudential Balanced Advantage Fund Quarterly Rnvstmnt of Inc Dist cum Cap Wdrl
3rd
ICICI Prudential Balanced Advantage Fund Direct Plan Quarterly Payout of Inc Dist cum Cap Wdrl
4th
ICICI Prudential Balanced Advantage Fund Direct Plan Quarterly Rnvstmnt of Inc Dist cum Cap Wdrl
5th
Parag Parikh Dynamic Asset Allocation Fund Direct Monthly Reinvestment Inc Dist cum Cap Wdrl
107th
Franklin India Balanced Advantage Fund Direct Growth
Fund Managers
About Franklin India Balanced Advantage Fund Direct Growth
Franklin India Balanced Advantage Fund Direct Growth is a Allocation mutual fund scheme from Franklin Templeton Asst Mgmt(IND)Pvt Ltd. This fund has been in existence for 2 years, having been launched on 2022-09-06. Franklin India Balanced Advantage Fund Direct Growth has ₹2487.49 Cr worth of assets under management (AUM) as of Wed Mar 12 2025. The latest Net Asset Value (NAV) of Franklin India Balanced Advantage Fund Direct Growth as of Tue Mar 11 2025 is ₹13.9219. The fund has an expense ratio of 0.46%, which is medium comparable to most other Allocation funds.
Franklin India Balanced Advantage Fund Direct Growth returns for the last 1 year are 6.72%. Since launch, it has delivered 14.04% average annual returns.
The Franklin India Balanced Advantage Fund Direct Growth has the majority of its money invested in Financial Services, Technology, Industrials, Communication Services, Energy, null sectors.
Top 5 Holdings of Franklin India Balanced Advantage Fund Direct Growth.
- HDFC Bank Ltd: 6.06%
- ICICI Bank Ltd: 4.38%
- Infosys Ltd: 3.44%
- Larsen & Toubro Ltd: 3.20%
- Bharti Airtel Ltd: 3.18%
AMC Information
| Name | Franklin Templeton Asst Mgmt(IND)Pvt Ltd |
|---|---|
| Founding Date | 2022-09-06 |
| services@franklintempleton.com | |
| Phone | +91 22 - 67519100 |
| Website | https://www.franklintempletonindia.com |
| Address | One International Centre, Tower 2, 12th and 13th Floor,Senapati Bapat Marg, Elphinstone Road (West), Mumbai |
Tax Implications of Franklin India Balanced Advantage Fund Direct Growth
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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FAQs
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