The scheme seeks 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.
Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsNA
Venkatesh Sanjeevi
Mr. Sanjeevi is a PGDM (IIM- Ahmedabad), CA, B.Com
Prior to joining Franklin Templeton Asset Management (India) Pvt. Ltd., he has worked with Pictet Asset Management, London, ICICI Prudential AMC, Edelweiss Asset Mgmt. Ltd., Edelweiss Securities Ltd. and Hindustan Unilever Ltd.
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of Franklin India Balanced Advantage Fund is ₹14.57 as of 2026-08-28.
Franklin India Balanced Advantage Fund is classified as a Dynamic Asset Allocation fund.
The Assets Under Management (AUM) of Franklin India Balanced Advantage Fund is ₹2,834.38 Cr.
The expense ratio of Franklin India Balanced Advantage Fund is 2.17%.
Franklin India Balanced Advantage Fund is managed by Venkatesh Sanjeevi.
The minimum SIP investment for Franklin India Balanced Advantage Fund is ₹500.
The exit load for Franklin India Balanced Advantage Fund is 1%.
As per the SEBI Riskometer, Franklin India Balanced Advantage Fund carries a Very High risk level.
Franklin India Balanced Advantage Fund has delivered 2.3% (1Y), 9.5% (3Y) and 0% (5Y) annualised returns as of 2026-08-28.
Franklin India Balanced Advantage Fund was launched on 1996-02-19.
Open an account with Indiabulls Securities, complete your KYC, and invest via SIP or a one-time lumpsum through our platform.
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals (e.g., monthly) instead of a single lumpsum.
There is no separate brokerage on mutual fund units. The AMC charges an expense ratio, which is already reflected in the NAV. An exit load may apply if you redeem before the specified period.
Mutual fund NAVs are declared once per business day after market close, in line with SEBI norms.
The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
