Franklin India Balanced Advantage Fund Regular Growth
3Y Annualised
N/A
0.56% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
1.57%
0.56% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
7 years 8 months
6 years 2 months
9 years 7 months
Fund info
Fund size
₹2384.04 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
Quant Dynamic Asset Allocation Fund Direct Growth
4th
Quant Dynamic Asset Allocation Fund Direct Payout Inc Dist cum Cap Wdrl
5th
Quant Dynamic Asset Allocation Fund Direct Reinvestment Inc Dist cum Cap Wdrl
140th
Franklin India Balanced Advantage Fund Regular Growth
Fund Managers
About Franklin India Balanced Advantage Fund Regular Growth
Franklin India Balanced Advantage Fund Regular 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 Regular Growth has ₹2384.04 Cr worth of assets under management (AUM) as of Sun Mar 23 2025. The latest Net Asset Value (NAV) of Franklin India Balanced Advantage Fund Regular Growth as of Fri Mar 21 2025 is ₹13.6782. The fund has an expense ratio of 1.97%, which is medium comparable to most other Allocation funds.
Franklin India Balanced Advantage Fund Regular Growth returns for the last 1 year are 9.45%. Since launch, it has delivered 13.14% average annual returns.
The Franklin India Balanced Advantage Fund Regular Growth has the majority of its money invested in Financial Services, Technology, Communication Services, null, Industrials, Energy sectors.
Top 5 Holdings of Franklin India Balanced Advantage Fund Regular Growth.
- HDFC Bank Ltd: 6.69%
- ICICI Bank Ltd: 4.68%
- Infosys Ltd: 3.55%
- Bharti Airtel Ltd: 3.20%
- Nifty Index Future - 27-Mar-2025: 3.15%
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 Regular 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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