What is the NAV of Franklin India Balanced Advantage Fund?
The Current NAV of Franklin India Balanced Advantage Fund is ₹14.95, as of 13th June 2025What are the returns of Franklin India Balanced Advantage Fund?
The Franklin India Balanced Advantage Fund has been there since 1st January 1970- 1 Year Returns: 8.57
What are the top 5 sectors holdings of Franklin India Balanced Advantage Fund?
The top sectors Franklin India Balanced Advantage Fund has invested in are as for 1st 01 1970 are as follows -- Others | 17.83%
- Private Banks | 14.61%
- IT Services & Consulting | 6.81%
- Specialized Finance | 6.71%
- Construction & Engineering | 5.71%
What are the top 5 holdings Franklin India Balanced Advantage Fund?
The top 5 holdings for Franklin India Balanced Advantage Fund are- HDFC Bank Ltd | 6.84%
- Call, Cash & Other Assets | 5.20%
- ICICI Bank Ltd | 5.02%
- Bharti Airtel Ltd | 3.38%
- Reliance Industries Ltd | 3.34%
What is the asset allocation of Franklin India Balanced Advantage Fund?
The Franklin India Balanced Advantage Fund is a plan that invests- Equity | 65.35%
- Corporate Debt | 26.00%
- Cash & Equivalents | 6.15%
- Government Securities | 2.50%
How to invest in Franklin India Balanced Advantage Fund?
If you wish to invest in Franklin India Balanced Advantage Fund Plan via smallcase, you can follow these quick and easy steps -- Log in to smallcase
- Search and select the Franklin India Balanced Advantage Fund
- Complete filling your details and KYC
- Enter the Amount and type of investment (SIP or Lumpsum)
- And Voila! your SIP or Lumpsump investment in Franklin India Balanced Advantage Fund is completed
You can also calculate the returns on your investment based on our smallcase Lumpsum & SIP Calculator.
What is the AUM of Franklin India Balanced Advantage Fund?
The AUM of Franklin India Balanced Advantage Fund is 2671.06 Cr as of 13th June 2025What is the expense ratio of Franklin India Balanced Advantage Fund Plan?
The expense ratio of Franklin India Balanced Advantage Fund Plan is 0.44How to exit Franklin India Balanced Advantage Fund?
If you have invested in Franklin India Balanced Advantage Fund, then simply visit your investment and you will find an option to exit the funds or invest more. Please click on 'exit' and add the amount or units. In case you want to exit from all units, you can simply click on the checkbox option shown.What is the alpha of Franklin India Balanced Advantage Fund?
The alpha ratio for the Franklin India Balanced Advantage Fund is N/A
Alpha is the excess return of a fund compared to its expected return based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.
What is the Volatility or Standard Deviation of Franklin India Balanced Advantage Fund?
The volatility or standard deviation for the Franklin India Balanced Advantage Fund is 6.83
Standard Deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of Franklin India Balanced Advantage Fund?
The sharpe ratio for the Franklin India Balanced Advantage Fund is 0.63
The Sharpe Ratio is a measure of risk-adjusted return that evaluates the performance of an investment, such as a mutual fund, by adjusting for its risk. Higher Sharpe Ratio, indicates a better risk-adjusted performance. A positive Sharpe Ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe Ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of Franklin India Balanced Advantage Fund?
The Sortino ratio for the Franklin India Balanced Advantage Fund is 0.07
The Sortino ratio is a measure of risk-adjusted return for an investment, such as a mutual fund.
What is the Price to Earnings (PE) of Franklin India Balanced Advantage Fund?
The PE ratio (price-to-earnings) of the Franklin India Balanced Advantage Fund is 40.43 while category PE ratio is 40.661. Test MF FAQ for Mutual Fund Franklin India Balanced Advantage Fund Shares?
The Current NAV of Franklin India Balanced Advantage Fund is ₹14.95, as of 13th June 20255. Test MF FAQ Is there any lock-in period for Franklin India Balanced Advantage Fund Plan?
There is a lock in period of N/A for Franklin India Balanced Advantage Fund
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Franklin India Balanced Advantage Fund Direct Growth
Growth
14.950.28% (-0.04)
High
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—
Low
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Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
1M
6M
1Y
3Y
5Y
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SIP
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Franklin India Balanced Advantage Fund Performance & Key Metrics
Franklin India Balanced Advantage Fund Performance & Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.44 | 40.43 | 0.63 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.31 | 40.66 | 0.29 |
Franklin India Balanced Advantage Fund Scheme InfoFranklin India Balanced Advantage Fund Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | — |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| BenchmarkBenchmark |
|---|
| NIFTY 50 Hybrid Composite Debt 50:50 Index |
About Dynamic Asset Allocation Fund
About Dynamic Asset Allocation Fund
Dynamic asset allocation funds invest across various sector including stocks, bonds, real estate and other equity funds. It can be most suited fund in case of uncertain market. They are less riskier as compared to other equity funds.
Franklin India Balanced Advantage Fund Peers
What are peers and why compare against them?
What are peers and why compare against them?
A mutual fund’s peers are schemes which belong to the same category. Comparing various metrics against peers can give valuable insights on how the scheme is performing as compared to the scheme category as a whole.
Franklin India Balanced Advantage Fund Peers & Comparison
Comparing 3 mutual funds from
HybridDynamic Asset Allocation Fund
HybridDynamic Asset Allocation Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Franklin India Balanced Advantage Fund | 8.57% | — | 15.63% |
| Edelweiss Balanced Advantage Fund | 5.39% | 15.66% | 12.81% |
| UTI ULIP 10Y | -96.42% | — | -78.23% |
| DSP Dynamic Asset Allocation Fund | 9.93% | 15.06% | 10.57% |
Franklin India Balanced Advantage Fund Returns Comparison
Compare Franklin India Balanced Advantage Fund with any MF, ETF, stock or indexCompare Franklin India Balanced Advantage Fund with any MF, ETF, stock or index
Franklin India Balanced Advantage Fund
Hmm, looks like data is unavailable here. Please come back after some timeFranklin India Balanced Advantage Fund Portfolio
What are constituents?
What are constituents?
Mutual fund constituents are the various stocks, bonds, and other securities held within a fund. The size and mix of holdings depend on the category or type of fund. The holding analysis can give valuable understanding regarding the diversification of the fund.
Franklin India Balanced Advantage Fund Asset Allocation
Franklin India Balanced Advantage Fund Asset Allocation
Actual
Target
Sep 2024
Nov 2024
Mar 2025
May 2025
Sep 2024
Nov 2024
Mar 2025
May 2025
Franklin India Balanced Advantage Fund Sector Distribution
Franklin India Balanced Advantage Fund Sector Distribution
Sep 2024
Nov 2024
Mar 2025
May 2025
Franklin India Balanced Advantage Fund Sector Weightage
Franklin India Balanced Advantage Fund Sector Weightage
Others
Others as a % of total holdings for last six quarters
Franklin India Balanced Advantage Fund Current Holdings
Franklin India Balanced Advantage Fund Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
Holdings
6.84 %
0.16 %Holdings
5.02 %
0.34 %Holdings
3.38 %
0.18 %
AMC Profile of Franklin India Balanced Advantage Fund
AMC Profile of Franklin India Balanced Advantage Fund
Franklin Templeton Investments began its operations in India back in 1996 under the name Templeton Asset Management India Pvt. Ltd. The trust, Franklin Templeton Mutual Fund, is registered with SEBI under the registration number MF/026/96/8.
Franklin Templeton Investments began its operations in India back in 1996 under the name Templeton Asset Management India Pvt. Ltd. The trust, Franklin Templeton Mutual Fund, is registered with SEBI under the registration number MF/026/96/8.
No.of Schemes
34
Total AUM
₹ 1,12,404.90 Cr.
Franklin India Balanced Advantage Fund Manager Details
Franklin India Balanced Advantage Fund Manager Details
Franklin India Balanced Advantage Fund Manager Profile
Franklin India Balanced Advantage Fund Manager Profile
Rajasa Kakulavarapu
AUM: ₹37,638.10 Cr.
|
Exp: 13yrs
Venkatesh Sanjeevi
AUM: ₹28,540.99 Cr.
|
Exp: 5yrs
Chandni Gupta
AUM: ₹10,009.76 Cr.
|
Exp: —
Rahul Goswami
AUM: ₹7,600.31 Cr.
|
Exp: 17yrs
Franklin India Balanced Advantage Fund Manager Performance (0)
Franklin India Balanced Advantage Fund Manager Performance (0)
Hybrid: Dynamic Asset Allocation Fund
Franklin India Balanced Advantage Fund Tax Implications
Franklin India Balanced Advantage Fund Tax Implications
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Franklin India Balanced Advantage Fund Review & Opinions
Franklin India Balanced Advantage Fund Review & Opinions
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Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%