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 28th Feb
Top holdings
Cash Offset For Derivatives
16.0%
HDFC Bank Ltd
6.7%
ICICI Bank Ltd
4.7%
Call, Cash & Other Assets
3.8%
Margin On Derivatives
3.6%
Infosys Ltd
3.6%
Bharti Airtel Ltd
3.2%
Nifty Index Future - 27-Mar-2025
3.2%
Larsen & Toubro Ltd
3.0%
Reliance Industries Ltd
3.0%
Top industry exposure
Financial Services
20.2%
Consumer Cyclical
9.2%
Technology
6.8%
Industrials
6.1%
Communication Services
4.2%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
381%
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.