Franklin Templeton Asset Management (India) Private Limited

Franklin India Balanced Advantage Fund- Growth

HybridDynamic Asset Allocation
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return-
  • 3 yr return-
  • 5 yr return-
  • Expense Ratio2.25%
  • Lock-in Period--
  • Exit Load0%
  • Fund Size (Cr)Rupees986.3
  • NAVRupees10

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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Investment 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. However, There Is No Assurance That The Investment Objective Of The Scheme Will Be Realized.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Riskometer

Top Holdings

  • Companies %
  • 7.38% GOI 2027 (20-Jun-2027) 6.9
  • HDFC Bank Ltd 6.1
  • Call, Cash & Other Assets 5.6
  • ICICI Bank Ltd 4.7
  • Infosys Ltd 4.1
  • Larsen & Toubro Ltd 3.3
  • Axis Bank Ltd 3.2
  • Margin on Derivatives 2.7
  • Reliance Industries Ltd 2.5
  • Canara Bank (21-Mar-2023) ** 2.5
  • Axis Bank Ltd (07-Sep-2023) ** 2.4
  • Sectors %
  • Banks27.2
  • Govt-Sec9.5
  • Finance9
  • Cash/Deposits/Margins/Treps/Repo/Swaps8.3
  • Internet and Technology8.2

Fund House