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 IDCW Payout (DP)
₹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 Dec
Top holdings
Cash Offset For Derivatives
12.1%
Call, Cash & Other Assets
8.1%
HDFC Bank Ltd
6.1%
ICICI Bank Ltd
4.4%
Infosys Ltd
3.3%
Bharti Airtel Ltd
3.1%
Larsen & Toubro Ltd
3.1%
Reliance Industries Ltd
3.0%
Axis Bank Ltd
2.3%
HCL Technologies Ltd
2.2%
Top industry exposure
Financial Services
19.2%
Consumer Cyclical
10.6%
Industrials
7.0%
Technology
6.2%
Basic Materials
4.1%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
39413%
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.