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Franklin India Balanced Advantage Fund Growth
+9.66%
3Y annualised
-0.14% 1D
NAV: 26 Aug '26
₹14.61
Min. for SIP
₹500
Fund size (AUM)
₹2,834.38 Cr
Expense ratio
2.16%
Rating
4
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,018 | +0.12% | |
| 6 months | ₹30,000 | ₹29,605 | -1.32% | |
| 1 year | ₹60,000 | ₹58,947 | -1.75% | |
| 3 years | ₹1,80,000 | ₹1,92,302 | +6.83% |
Holdings (96)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Cash Margin | Unspecified | Cash Margin | 7.28% |
| HDFC Bank Ltd | Financial | Equity | 4.80% |
| JUBILANT BEVCO LIMITED NCD 31MY28 FVRS1LAC | Consumer Staples | Debenture | 4.67% |
| Bharti Airtel Ltd | Technology | Equity | 3.90% |
| ICICI Bank Ltd | Financial | Equity | 3.85% |
| State Bank of India | Financial | Equity | 2.98% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 2.93% |
| JUBILANT BEVERAGES LIMITED NCD 31MY28 FVRS1LAC | Consumer Staples | Debenture | 2.91% |
| Axis Bank Ltd | Financial | Equity | 2.80% |
| Larsen & Toubro Ltd | Industrials | Equity | 2.51% |
| Cash/Net Current Assets | Unspecified | Cash/Net Current Assets | 2.17% |
| Ultratech Cement Ltd | Materials | Equity | 2.10% |
| Zomato Ltd | Technology | Equity | 2.04% |
| RJ CORP LIMITED 7.25 NCD 08DC28 FVRS1LAC | Consumer Staples | Debenture | 1.96% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 1.94% |
| Tata Steel Ltd | Materials | Equity | 1.93% |
| POONAWALLA FINCORP LIMITED SR A1 7.65 NCD 21AP27 FVRS1LAC | Financial | Non Convertible Debenture | 1.80% |
| SUMMIT DIGITEL INFRASTRUCTURE LIMITED 7.87 NCD 15MR30 FVRS1LAC | Technology | Non Convertible Debenture | 1.79% |
| HCL Technologies Ltd | Technology | Equity | 1.69% |
| NTPC Ltd | Energy & Utilities | Equity | 1.65% |
| Infosys Ltd | Technology | Equity | 1.63% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 1.42% |
| 7.02% Punjab SDL (01-Jul-2030) | Unspecified | State Development Loan | 1.42% |
| Interglobe Aviation Ltd | Industrials | Equity | 1.30% |
| Kirloskar Oil Engines Ltd | Industrials | Equity | 1.29% |
| STATE DEVELOPMENT LOAN 36569 UKD 01OT32 7.3 FV RS 100 | Unspecified | State Development Loan | 1.27% |
| Britannia Industries Ltd | Consumer Staples | Equity | 1.24% |
| Bharat Electronics Ltd | Industrials | Equity | 1.20% |
| Marico Ltd | Consumer Staples | Equity | 1.20% |
| Cipla Ltd | Healthcare | Equity | 1.17% |
| STATE DEVELOPMENT LOAN 37162 MH 04MR47 7.66 FV RS 100 | Unspecified | State Development Loan | 1.14% |
| BHARTI TELECOM LIMITED SR XIX 8.65 NCD 05NV27 FVRS1LAC | Technology | Debenture | 1.13% |
| POWER FINANCE CORPORATION LTD. SR BS214 6.92 BD 14AP32 FVRS10LAC | Financial | Debenture | 1.08% |
| MAHINDRA AND MAHINDRA FINANCIAL SERVICES LIMITED SR AC2026 RR NCD 18MY29 FVRS1LAC | Financial | Debenture | 1.08% |
| Metropolis Healthcare Ltd | Healthcare | Equity | 1.03% |
| Ashok Leyland Ltd | Industrials | Equity | 1.03% |
| Global Health Ltd | Healthcare | Equity | 1.03% |
| Hindustan Aeronautics Ltd | Industrials | Equity | 0.98% |
| SBI Funds Management Ltd | Financial | Equity | 0.98% |
| BHARTI TELECOM LIMITED SR XXI 8.75 NCD 05NV29 FVRS1LAC | Technology | Non Convertible Debenture | 0.95% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR MIF 1B 6.07 LOA 19NV27 FVRS10LAC | Financial | Debenture | 0.90% |
| BAJAJ FINANCE LIMITED 7.77 NCD 17AP29 FVRS1LAC | Financial | Non Convertible Debenture | 0.90% |
| STATE DEVELOPMENT LOAN 36998 PJB 28JN33 7.62 FV RS 100 | Unspecified | State Development Loan | 0.89% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 0.89% |
| ICICI Lombard General Insurance Company Ltd | Financial | Equity | 0.89% |
| EMBASSY OFFICE PARKS REIT SR XIII A 7.21 NCD 17MR28 FVRS1LAC | Real Estate | Debenture | 0.88% |
| GOVERNMENT OF INDIA 37629 091 DAYS TBILL 01OT26 FV RS 100 | Financial | Treasury Bills | 0.87% |
| Asian Paints Ltd | Materials | Equity | 0.87% |
| STATE DEVELOPMENT LOAN 36868 UKD 24DC32 7.64 FV RS 100 | Unspecified | State Development Loan | 0.85% |
| PB Fintech Ltd | Financial | Equity | 0.85% |
| REC LIMITED SR 239 BD 03NV34 FVRS1LAC | Financial | Bonds | 0.85% |
| Amber Enterprises India Ltd | Consumer Discretionary | Equity | 0.84% |
| Phoenix Mills Ltd | Real Estate | Equity | 0.83% |
| Pine Labs Ltd. | Technology | Equity | 0.83% |
| Suzlon Energy Ltd | Industrials | Equity | 0.83% |
| CESC Ltd | Energy & Utilities | Equity | 0.82% |
| RBL Bank Ltd | Financial | Equity | 0.79% |
| Exide Industries Ltd | Consumer Discretionary | Equity | 0.79% |
| Eris Lifesciences Ltd | Healthcare | Equity | 0.78% |
| GOVERNMENT OF INDIA 32829 GOI 10AP28 7.06 FV RS 100 | Entities | GOI Securities | 0.73% |
| STATE DEVELOPMENT LOAN 36950 PJB 14JN31 7.48 FV RS 100 | Unspecified | State Development Loan | 0.72% |
| Others Mrgn Money | Unspecified | Margin Money | 0.69% |
| Hindustan Unilever Ltd | Consumer Staples | Equity | 0.67% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 0.65% |
| Motherson Sumi Wiring India Ltd | Industrials | Equity | 0.62% |
| IIFL Wealth Management Ltd | Financial | Equity | 0.60% |
| Lenskart Solutions Ltd. | Consumer Discretionary | Equity | 0.59% |
| STATE DEVELOPMENT LOAN 36849 BH 24DC33 7.65 FV RS 100 | Unspecified | State Development Loan | 0.57% |
| ZF Commercial Vehicle Control Systems India Ltd | Consumer Discretionary | Equity | 0.56% |
| Aptus Value Housing Finance India Ltd | Financial | Equity | 0.55% |
| Lemon Tree Hotels Ltd | Consumer Discretionary | Equity | 0.54% |
| ASK Automotive Ltd. | Consumer Discretionary | Equity | 0.45% |
| Angel One Ltd | Financial | Equity | 0.42% |
| INDIA INFRASTRUCTURE FINANCE COMPANY LIMITED SR II 7.47 NCD 07NV27 FVRS1LAC | Industrials | Bonds/NCDs | 0.37% |
| Emmvee Photovoltaic Power Ltd. | Energy & Utilities | Equity | 0.34% |
| STATE DEVELOPMENT LOAN 37648 HP 08JL39 7.56 FV RS 100 | Unspecified | State Development Loan | 0.24% |
| STATE DEVELOPMENT LOAN 37652 KER 08JL39 7.56 FV RS 100 | Unspecified | State Development Loan | 0.22% |
| GOVERNMENT OF INDIA 31719 GOI 20JU27 7.38 FV RS 100 | Entities | GOI Securities | 0.17% |
| JSW Infrastructure Ltd | Industrials | Equity | 0.08% |
| STATE DEVELOPMENT LOAN 35647 CHT 05MR37 7.32 FV RS 100 | Unspecified | State Development Loan | 0.02% |
| STATE DEVELOPMENT LOAN 35669 WB 05MR38 7.32 FV RS 100 | Unspecified | State Development Loan | 0.02% |
| SBFC Finance Ltd | Financial | Equity | 0.01% |
| GOVERNMENT OF INDIA 35840 GOI 15AP65 6.9 FV RS 100 | Entities | GOI Securities | 0.01% |
| STATE DEVELOPMENT LOAN 35793 KER 26MR40 7.08 FV RS 100 | Unspecified | State Development Loan | 0.01% |
| Data Patterns (India) Ltd | Industrials | Equity | 0.00% |
| Axis Bank Ltd Futures | Financial | Futures | -0.14% |
| Interglobe Aviation Ltd Futures | Industrials | Futures | -0.16% |
| Zomato Ltd | Technology | Futures | -0.23% |
| National Thermal Power Corp. Ltd Futures | Energy & Utilities | Futures | -0.33% |
| Reliance Industries Ltd Futures | Energy & Utilities | Futures | -0.46% |
| HDFC Bank Ltd Futures | Financial | Futures | -0.49% |
| Larsen & Toubro Ltd Futures | Industrials | Futures | -0.74% |
| Ultratech Cement Ltd Futures | Materials | Futures | -0.81% |
| ICICI Bank Ltd Futures | Financial | Futures | -0.88% |
| Tata Steel Ltd Futures | Materials | Futures | -0.97% |
| Bharti Airtel Ltd Futures | Technology | Futures | -2.05% |
See All
Minimum investments
Min. for 1st investment
₹5,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹500
Returns and rankings
Annualised returns
Absolute returns
| Name | 6M | 1Y | 3Y | All |
|---|---|---|---|---|
| Fund returns | +0.8% | +2.1% | +9.7% | +10.0% |
| Category average (Hybrid Dynamic Asset Allocation) | +1.0% | +4.6% | +11.9% | -- |
| Rank (Hybrid Dynamic Asset Allocation) | -- | 27 | 16 | -- |
Exit load, stamp duty and tax
Exit load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +2.89% | +12.56% | 1,07,765.65 | |
 | +7.56% | +12.23% | 74,555.42 | |
 | +8.27% | +11.74% | 9,804.08 | |
 | +5.51% | +10.84% | 9,898.19 | |
 | +5.58% | +10.21% | 3,780.28 | |
| Compare | ||||
Fund management
ATAnuj TagraMar 2024 - PresentView details
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Anuj Tagra
Mar 2024 - Present
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Chandni Gupta
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VSVenkatesh SanjeeviOct 2024 - PresentView details
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Venkatesh Sanjeevi
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RGRahul GoswamiNov 2023 - PresentView details
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Rahul Goswami
Nov 2023 - Present
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SMSandeep ManamAug 2022 - PresentView details
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Sandeep Manam
Aug 2022 - Present
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RKRajasa KakulavarapuAug 2022 - PresentView details
RK
Rajasa Kakulavarapu
Aug 2022 - Present
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About Franklin India Balanced Advantage Fund Growth
Franklin India Balanced Advantage Fund Growth is a Hybrid Mutual Fund Scheme launched by Franklin Templeton Mutual Fund. This scheme was made available to investors on 19 Feb 1996. Anuj Tagra is the Current Fund Manager of Franklin India Balanced Advantage Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,32,233 Cr and the Latest NAV as of 26 Aug 2026 is ₹14.61.
The Franklin India Balanced Advantage Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹5,000. Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
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Investment Objective
The scheme seeks 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.
Fund benchmarkNIFTY 50 Hybrid Composite Debt 50:50 Index
Fund house
Rank (total assets)#11 in India
Total AUM₹1,32,233.12 Cr
Date of Incorporation19 Feb 1996
Launch Date19 Feb 1996
AddressUnit No.202/203/204, 2nd Floor Dalamal Tower, Plot No. 211Free Press Journal Marg, Nariman Point Mumbai 400013
CustodianHongkong & Shanghai Banking Corporation
Registrar & Transfer AgentCams
Email[email protected]
Websitewww.camsonline.com
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,