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 30th Apr
Top holdings
HDFC Bank Ltd
7.0%
ICICI Bank Ltd
5.1%
Call, Cash & Other Assets
4.0%
Nifty Index Future - 29-May-2025
3.5%
Cash Offset For Derivatives
3.5%
Bharti Airtel Ltd
3.5%
Reliance Industries Ltd
3.4%
Larsen & Toubro Ltd
2.9%
Infosys Ltd
2.9%
Axis Bank Ltd
2.8%
Top industry exposure
Financial Services
19.9%
Consumer Cyclical
9.8%
Technology
6.6%
Industrials
6.3%
Healthcare
4.1%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
375%
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.