Franklin India Balanced Advantage Fund
500
Min SIP
5,000
Min Lumpsum
0.23 %
Expense Ratio
Rating
1,099
Fund Size (in Cr)
9 Months
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
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Invested Amount--
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Wealth Gained--
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Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | - | - | - | 5.3% | ||||
| Category Average | 16.6% | 28.4% | 13.5% | - |
Scheme Allocation
By Holding
By Sector
By Asset
HDFC Bank
ICICI Bank
Larsen & Toubro
Infosys
Reliance Industr
Others
Advance Ratio
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Alpha
-
SD
-
Beta
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Sharpe
Exit Load
| 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. |
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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.
Fund Managers
Rajasa Kakulavarapu - Fund Manager
Mr Rajasa Kakulavarapu, who was born in India and brought up in Singapore, has been in the fund management field for more than 15 years, working extensively with Franklin Templeton’s Singapore office. He is currently the fund manager of the Franklin Templeton Mutual Fund. His previous jobs included working as the head of research in a leading asset management company with two Indian-based companies. He was a stock analyst with an Indian brokerage company before that. He is a CFA charter holder, a Certified Financial Planner, and holds a Bachelor of Commerce degree.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
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- 54,412
-
19.5%Fund Size - 54,412
-
29.3%Fund Size - 54,412
-
13.9%Fund Size - 54,412
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- 8,906
-
11.8%Fund Size - 8,906
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19%Fund Size - 8,906
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12.3%Fund Size - 8,906
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- 45,584
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10.9%Fund Size - 45,584
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18.4%Fund Size - 45,584
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10.8%Fund Size - 45,584
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- 6,357
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12%Fund Size - 6,357
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18.1%Fund Size - 6,357
-
10.6%Fund Size - 6,357
-
- 6,711
-
11.1%Fund Size - 6,711
-
17.9%Fund Size - 6,711
-
10.2%Fund Size - 6,711
AMC Contact Details
Franklin Templeton Mutual Fund
AUM:
60,016 Cr
Address:
Tower 2, 12th and 13h Floor,
Senapati Bapat Marg,
Elphinstone Road(West), Mumbai-400013
Contact:
022-67519100
Email ID:
service@franklintempleton.com
Frequently Asked Questions
How to invest in Franklin India Balanced Advantage Fund ?
You can invest in Franklin India Balanced Advantage Fund 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 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"
What is the NAV of Franklin India Balanced Advantage Fund ?
The NAV of Franklin India Balanced Advantage Fund is ₹10.5 as of 26 May 2023.
How to redeem Franklin India Balanced Advantage Fund holding ?
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”.
What is the minimum sip amount of Franklin India Balanced Advantage Fund?
The minimum SIP amount of Franklin India Balanced Advantage Fund is ₹500
What are the top sectors Franklin India Balanced Advantage Fund has invested in??
The top sectors Franklin India Balanced Advantage Fund has invested in are
- HDFC Bank - 5.81%
- ICICI Bank - 4.77%
- Larsen & Toubro - 3.57%
- Infosys - 3.25%
- Reliance Industr - 2.85%
How much returns have Franklin India Balanced Advantage Fund generated ?
The Franklin India Balanced Advantage Fund has delivered 5.3% since inception
What is the expense ratio of Franklin India Balanced Advantage Fund ?
The expense ratio of Franklin India Balanced Advantage Fund is 0.23 % as of 26 May 2023.
What is the AUM of Franklin India Balanced Advantage Fund?
The AUM of Franklin India Balanced Advantage Fund is ₹60,016 Cr as of 26 May 2023
What are the top stock holdings of Franklin India Balanced Advantage Fund?
The top stock holdings of Franklin India Balanced Advantage Fund are
- HDFC Bank - 5.81%
- ICICI Bank - 4.77%
- Larsen & Toubro - 3.57%
- Infosys - 3.25%
- Reliance Industr - 2.85%