Franklin India Balanced Advantage Fund Direct Growth
Start investing with ₹100
-
NAV
15.40
04 Dec 2025
-
0.06%
1 Day
-
13.81%
3Y CAGR returns
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₹ 500
Min SIP -
₹ 5000
Min Lumpsum -
0.47%
Expense Ratio -
2,262 Cr
Fund Size -
3 Years
Fund Age
Fund Comparison
Investment Period : 3 Years
Returns and Ranks ( as on 04 Dec 2025 )
- 1Y Returns
- 3Y Returns
- 5Y Returns
- MAX Returns
- Trailing Returns
- 5.27%
- 13.81%
- 14.22
- 5.45Alpha
- 1.87SD
- 0.50Beta
- 1.28Sharpe
- Exit Load
- Upto 10% of the units may be redeemed without any exit load within 1 year from the date of allotment. 1.00% - If redeemed on or before limit shall be 1 year from the date of allotment Nil - If redeemed after 1 year from the date of allotment.
- Tax implication
- Returns are taxed as per your Income Tax slab.
Rajasa Kakulavarapu
moderate Moderate Moderately
High High Very
High
- Fund Name
- Fund Size (Cr.) - ₹ 106,494
- Fund Size (Cr.) - ₹ 68,450
- Fund Size (Cr.) - ₹ 2,841
- Fund Size (Cr.) - ₹ 8,617
- Fund Name
-
- Equity
- Sectoral / Thematic
- AUM - ₹ 5,381
-
- Equity
- Sectoral / Thematic
- AUM - ₹ 2,904
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- Other
- FoFs Overseas
- AUM - ₹ 3,520
-
- Equity
- Sectoral / Thematic
- AUM - ₹ 1,892
-
- Equity
- Mid Cap Fund
- AUM - ₹ 12,746
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- Equity
- Small Cap Fund
- AUM - ₹ 14,423
- Address :
- Tower 2, 12th and 13h Floor, Senapati Bapat Marg, Elphinstone Road(West), Mumbai-400013
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- Contact :
- +91022-67519100
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- Email ID :
- service@franklintempleton.com
Large Cap
- Fund Name
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 32,884
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 4,457
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 64,223
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 1,686
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 599
Mid Cap
Multi Cap
ELSS
Focused
Sectoral / Thematic
Small Cap
Dividend Yield
Ultra Short Duration
Liquid Mutual
Gilt Mutual
Long Duration
Overnight Mutual
Floater Mutual
Arbitrage Mutual
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Other Calculators
FAQs
You can invest in Franklin India Balanced Advantage Fund-Dir (G) in a quick and simple process. Follow the below steps
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Franklin India Balanced Advantage Fund-Dir (G) in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on "One-time" if you wish to invest a lumpsum amount then click on "Invest Now"
Franklin India Balanced Advantage Fund-Dir (G) has delivered 20.48% since inception
The NAV of Franklin India Balanced Advantage Fund-Dir (G) is ₹14.0989 as of 04 Dec 2025
The expense ratio of Franklin India Balanced Advantage Fund-Dir (G) is % as of 04 Dec 2025
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on "Redeem all units
The AUM of Franklin India Balanced Advantage Fund-Dir (G) 1912.01 CR as of 04 Dec 2025
The minimum SIP amount of Franklin India Balanced Advantage Fund-Dir (G) is 500
The top stock holdings of Franklin India Balanced Advantage Fund-Dir (G) are
- HDFC Bank - 6.76%
- ICICI Bank - 5.40%
- Bharti Airtel - 4.62%
- Jubilant Bevco - 4.45%
- Net CA & Others - 3.51%
The top sectors Franklin India Balanced Advantage Fund-Dir (G) has invested in are
- Debt - 21.87%
- Banks - 16.22%
- Cash & Others - 7.55%
- IT-Software - 5.7%
- Others - 4.17%
- Step 1: Visit the fund house website
- Step 2: Log in to your account by adding Folio No. and M-Pin
- Step 3: Click on Widhrawal > Redemption
- Step 4: Select Franklin India Balanced Advantage Fund-Dir (G) in Scheme, enter the redemption amount, and click on submit button.
Yes, You can select both SIP or Lumpsum investment of Franklin India Balanced Advantage Fund-Dir (G) based on your investment objective and risk tolerance