HYBRID•DYNAMIC ASSET ALLOCATION OR BALANCED ADVANTAGE
Franklin India Balanced Advantage Fund
3 Year return
11.24%
NAV on August 28, 2026
15.5413
1D Returns
-0.04%
Launched on August 2022(4 years)
Investment Details
₹500
Minimum SIP Amount
₹5000
Minimum one time investment
Fund has no lock-in period
Calculate Returns
Based on past performance of this fund
₹
Your Investment₹3,600
Gain
19.39%₹698
Total Value ₹4,298
Risk Involved
Your principal will be at
Very High Risk
Scheme Information
Asset Under Management
₹2,834.38 Cr.
Expense Ratio
0.76% (inclusive of GST)
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.
Ratings
0
Ratings by other agencies
Value Research
0
Crisil
0
Morning Star
0
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Franklin Templeton Mutual Fund Manager
AT
Anuj Tagra
Fund Manager since Nov 2024
CG
Chandni Gupta
Fund Manager since Nov 2024
RG
Rahul Goswami
Fund Manager since Oct 2023
RK
Rajasa Kakulavarapu
Fund Manager since Jul 2025
SM
Sandeep Manam
Fund Manager since Oct 2021
US
Umesh Sharma
Fund Manager since Jul 2010
VS
Venkatesh Sanjeevi
Fund Manager since Oct 2024
Fund House Details
Franklin Templeton Mutual Fund
Asset management company
AUM
₹1,27,381.83 Cr.
No. of Schemes
126
Setup Date
October 1995
Peer Comparison
Comparison with other similar funds
| Funds | 3 Y Returns | ARQ Rating |
|---|---|---|
| HDFC Balanced Advantage Fund | 13.23% | 4 |
| Baroda BNP Paribas Balanced Advantage Fund | 13.8592% | 3 |
| ICICI Prudential Balanced Advantage Fund | 12.8889% | 5 |
Schemes by Franklin Templeton Mutual Fund
List of mutual fund schemes by AMC
Funds
3 Years Returns
The Franklin India Balanced Advantage Fund Growth Direct is an open-ended hybrid mutual fund brought to you by Franklin Templeton Mutual Fund. The fund falls under the category of balanced advantage or hybrid funds and aims to offer investors income creation and long-term capital appreciation by the dynamic allocation of wealth between debt and equity instruments.
Investment Objective of the Scheme
The predominant investment objective of the Franklin India Balanced Advantage Fund Growth Direct plan is to create income and long-term capital appreciation by the dynamic method of asset allocation between debt and equity. A flexible strategy in investment follows the approach of investing in growth stocks which may pose some risk and investment in fixed instruments like money market securities that are low in risk. In this manner, investors can take advantage of market highs, and be sure of safety with debt instruments during market lows.
Key Features of The Fund
5-year return
0%
Expense Ratio
0.76%
Fund Manager
Anuj Tagra
Fund Size
₹2834.38 Cr.
Risk Profile
Very High
Is This Scheme Right for Me?
Before you invest in any scheme, a careful evaluation of your own plans and goals needs to be conducted so that investment mirrors your unique financial goals. You may consider the Franklin India Balanced Advantage Fund Growth Direct fund if you are looking for growth through equity and simultaneously want to play it safe with debt securities. Investors with a moderate to high level of risk may consider this fund.
AMC Contact Details
| Name | Franklin Templeton Mutual Fund |
| Launch Date | October 1995 |
| Address | One International Centre, Tower 2, 12th & 13th Floor, Senapati Bapat Marg, Elphinstone (West) Mumbai-400013. |
| Contact | 1800 258 4255 1800 425 4255 |
| service@franklintempleton.com | |
| Website | https://www.franklintempletonindia.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
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FAQs
What is today's NAV of Franklin India Balanced Advantage Fund?
NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Franklin India Balanced Advantage Fund on August 28, 2026, is ₹15.5413
What is the AUM of Franklin India Balanced Advantage Fund?
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Franklin India Balanced Advantage Fund, is ₹2834.38 crore.
What is the expense ratio of Franklin India Balanced Advantage Fund?
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of Franklin India Balanced Advantage Fund is 0.76%
What are the returns of Franklin India Balanced Advantage Fund since inception?
The Franklin India Balanced Advantage Fund was launched on August 16, 2022. The fund has delivered a CAGR of undefined since inception.
What is the minimum SIP amount to invest in Franklin India Balanced Advantage Fund?
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Franklin India Balanced Advantage Fund is ₹500.
How do I invest in Franklin India Balanced Advantage Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Franklin India Balanced Advantage Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Franklin India Balanced Advantage Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Franklin India Balanced Advantage Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
ENTER AMOUNT
₹
₹4,298 in 3Y at 11.2403% returns
SIP Date1st of every month
Your next SIP Payment will be on 28 September 2026
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