Franklin India Balanced Advantage Fund · Direct · Growth
NAV
₹15.2056
as of 17 Jun 2026
Expense Ratio
—
see scheme documents
Lumpsum returns (CAGR)
- 1Y
- +1.37%
- 3Y
- +12.11%
- 5Y
- —
- Since Inception
- +11.73%
SIP returns (XIRR)
- 1Y
- +1.55%
- 3Y
- +7.13%
- 5Y
- —
- Since Inception
- +9.16%
Performance Comparison
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Fund Details
Available transactions
Portfolio holdings
portfolio shared with Franklin India Balanced Advantage Fund- Growth
- 1Hdfc Bank Ltd # ~~5.89%
- 2Icici Bank Ltd ^ ~~4.85%
- 30.00% Jubilant Bevco Ltd (31-May-2028) **4.65%
- 4Bharti Airtel Ltd !!~~4.39%
- 5Reliance Industries Ltd $ ~~4.05%
- 6Larsen & Toubro Ltd3.16%
- 7State Bank Of India3.14%
- 8Axis Bank Ltd ! ~~3.05%
- 90.00% Jubilant Beverages Ltd (31-May-2028) **2.88%
- 10Ntpc Ltd2.26%
Investment Objective
Franklin India Balanced Advantage Fund · Direct · Growth by Franklin Templeton Mutual Fund is a Dynamic Asset Allocation fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Dynamic Asset Allocation category.
About This Fund
Franklin India Balanced Advantage Fund · Direct · Growth is a Dynamic Asset Allocation mutual fund offered by Franklin Templeton Mutual Fund. The fund has been operational for over 3 years.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations