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.