Franklin India Balanced Advantage Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

Franklin India Balanced Advantage Growth Direct Plan

NAV
₹13.1648
+0.12%
(23 Apr)
AUM
1,745 Cr
TER
0.59%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
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Compare with other fund
1Y
+40.5%
+29.3%
+28.9%
+27.8%
+27.4%
+25.2%
3Y
+26.6%
+16.0%
NA
+15.1%
+15.8%
+12.9%
5Y
+19.2%
+16.9%
NA
+16.0%
+10.2%
+11.9%
ALL
+16.3%
+16.7%
+18.4%
+13.2%
+9.6%
+14.1%
VOL
14.0%
10.8%
5.7%
8.8%
8.4%
-
TER
0.7%
0.7%
0.6%
0.5%
1.5%
-
AUM
₹79,875 Cr
₹3,784 Cr
₹1,745 Cr
₹10,738 Cr
₹122 Cr
-
INFO
1.17
1.54
3.25
1.50
1.13
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Franklin Balanced Advantage (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Mar
Top holdings
Nifty Index Future - 25-April-24
19.4%
Cash Offset For Derivatives
19.4%
Call, Cash & Other Assets
17.6%
ICICI Bank Ltd
5.2%
HDFC Bank Ltd
4.8%
7.06% Govt Stock 2028
4.4%
Larsen & Toubro Ltd
3.6%
Margin On Derivatives
3.2%
Infosys Ltd
3.1%
Reliance Industries Ltd
2.9%
Top industry exposure
Financial Services
18.8%
Industrials
10.7%
Consumer Cyclical
10.1%
Technology
6.1%
Healthcare
4.4%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
314%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
The Scheme intends to generate long-term capital appreciation and income generation by investing in a dynamically managed portfolio of equity & equity related instruments and fixed income and money market instruments. There can be no assurance that the investment objective of the scheme will be realized.
Fund manager(s)
Rahul Goswami
Anuj Tagra
Chandni Gupta
Varun Sharma
Sandeep Manam
Rajasa Kakulavarapu

FAQs