Site Logo

Download QR

Open Free Demat Account!

Join Our 9 Lakh Customers

+91
Headphone

Home

Mutual Funds

Franklin India Balanced Advantage Fund

Fr

Franklin India Balanced Advantage Fund

Dynamic Asset AllocationRank #20
4/5

NAV (2026-07-14)

14.42

AUM

₹2,819 Cr

Exp. Ratio: 2.17%

RISK LEVEL

Very High

Returns & Performance

1 Year0.08%1.02% vs cat avgRank #25
3 Year9.87%0.53% vs cat avgRank #13
5 Year----
Since Launch9.97%--

Fund vs Category Average

1Y
0.08%-1.02%
3Y
9.87%+0.53%

Pros & Cons

Pros

Strong 3Y track record vs category
No lock-in period

Cons

1Y returns trail category average
Higher expense ratio (2.17%)
1Y category rank outside top 15 (#25)
Overall rank #20 in category
ISININF090I01WN2
NAV₹14.42
NAV Date2026-07-14
AUM₹2,819 Cr
Expense Ratio2.17%
RiskVery High
Rating4 / 5
Min SIP Amount₹500
Max SIP Amount₹999999999
Min Additional Inv.₹1000
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1996-02-19

INVESTMENT OBJECTIVE

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.

Top Holdings

Holdings data not available for this scheme