Stocks
Invest in Stocks
Invest in stocks, ETFs, IPOs with fast orders. Track returns on your stock holdings and view real-time P&L on your positions.
F&O
Mutual Funds
Invest in Mutual Funds
Invest in direct mutual funds at zero charges via lump sump investments or SIPs
Franklin India Balanced Advantage Fund Growth
+7.67%
3Y annualised
+0.21% 1D
NAV: 16 Sep '26
₹14.24
Min. for SIP
₹500
Fund size (AUM)
₹2,822.52 Cr
Expense ratio
2.22%
Rating
3
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹14,801 | -1.33% | |
| 6 months | ₹30,000 | ₹30,035 | +0.12% | |
| 1 year | ₹60,000 | ₹59,605 | -0.66% | |
| 3 years | ₹1,80,000 | ₹1,88,557 | +4.75% |
Holdings (92)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Cash Margin | Unspecified | Cash Margin | 5.31% |
| JUBILANT BEVCO LIMITED NCD 31MY28 FVRS1LAC | Consumer Staples | Debenture | 4.71% |
| HDFC Bank Ltd | Financial | Equity | 3.78% |
| ICICI Bank Ltd | Financial | Equity | 3.64% |
| Bharti Airtel Ltd | Technology | Equity | 3.59% |
| JUBILANT BEVERAGES LIMITED NCD 31MY28 FVRS1LAC | Consumer Staples | Debenture | 2.93% |
| Axis Bank Ltd | Financial | Equity | 2.65% |
| State Bank of India | Financial | Equity | 2.63% |
| Larsen & Toubro Ltd | Industrials | Equity | 2.58% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 2.21% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 2.19% |
| Cash/Net Current Assets | Unspecified | Cash/Net Current Assets | 2.14% |
| Ultratech Cement Ltd | Materials | Equity | 2.03% |
| RJ CORP LIMITED 7.25 NCD 08DC28 FVRS1LAC | Consumer Staples | Debenture | 1.97% |
| Zomato Ltd | Technology | Equity | 1.97% |
| POONAWALLA FINCORP LIMITED SR A1 7.65 NCD 21AP27 FVRS1LAC | Financial | Non Convertible Debenture | 1.81% |
| Bharat Electronics Ltd | Industrials | Equity | 1.81% |
| SUMMIT DIGITEL INFRASTRUCTURE LIMITED 7.87 NCD 15MR30 FVRS1LAC | Technology | Non Convertible Debenture | 1.80% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 1.43% |
| 7.02% Punjab SDL (01-Jul-2030) | Unspecified | State Development Loan | 1.42% |
| STATE DEVELOPMENT LOAN 37162 MH 04MR47 7.66 FV RS 100 | Unspecified | State Development Loan | 1.33% |
| Interglobe Aviation Ltd | Industrials | Equity | 1.32% |
| Kirloskar Oil Engines Ltd | Industrials | Equity | 1.24% |
| Tata Power Company Ltd | Energy & Utilities | Equity | 1.23% |
| Infosys Ltd | Technology | Equity | 1.23% |
| Britannia Industries Ltd | Consumer Staples | Equity | 1.21% |
| Dhoot Transmission Ltd | Consumer Discretionary | Equity | 1.20% |
| Ashok Leyland Ltd | Industrials | Equity | 1.18% |
| RBL Bank Ltd | Financial | Equity | 1.15% |
| BHARTI TELECOM LIMITED SR XIX 8.65 NCD 05NV27 FVRS1LAC | Technology | Debenture | 1.14% |
| Metropolis Healthcare Ltd | Healthcare | Equity | 1.14% |
| Marico Ltd | Consumer Staples | Equity | 1.13% |
| Cipla Ltd | Healthcare | Equity | 1.12% |
| Global Health Ltd | Healthcare | Equity | 1.08% |
| MAHINDRA AND MAHINDRA FINANCIAL SERVICES LIMITED SR AC2026 RR NCD 18MY29 FVRS1LAC | Financial | Debenture | 1.08% |
| POWER FINANCE CORPORATION LTD. SR BS214 6.92 BD 14AP32 FVRS10LAC | Financial | Debenture | 1.08% |
| Phoenix Mills Ltd | Real Estate | Equity | 1.01% |
| PB Fintech Ltd | Financial | Equity | 1.00% |
| Pine Labs Ltd. | Technology | Equity | 0.99% |
| SEDEMAC Mechatronics Ltd. | Industrials | Equity | 0.99% |
| SBI Funds Management Ltd | Financial | Equity | 0.96% |
| BHARTI TELECOM LIMITED SR XXI 8.75 NCD 05NV29 FVRS1LAC | Technology | Non Convertible Debenture | 0.96% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 0.95% |
| Tata Steel Ltd | Materials | Equity | 0.94% |
| TBO Tek Ltd. | Consumer Discretionary | Equity | 0.93% |
| Dr. Reddy's Laboratories Ltd | Healthcare | Equity | 0.92% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR MIF 1B 6.07 LOA 19NV27 FVRS10LAC | Financial | Debenture | 0.91% |
| 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 | 0.90% |
| EMBASSY OFFICE PARKS REIT SR XIII A 7.21 NCD 17MR28 FVRS1LAC | Real Estate | Debenture | 0.89% |
| GOVERNMENT OF INDIA 37629 091 DAYS TBILL 01OT26 FV RS 100 | Financial | Treasury Bills | 0.88% |
| Eris Lifesciences Ltd | Healthcare | Equity | 0.87% |
| Suzlon Energy Ltd | Industrials | Equity | 0.87% |
| Angel One Ltd | Financial | Equity | 0.86% |
| Amber Enterprises India Ltd | Consumer Discretionary | Equity | 0.86% |
| ICICI Lombard General Insurance Company Ltd | Financial | Equity | 0.86% |
| REC LIMITED SR 239 BD 03NV34 FVRS1LAC | Financial | Bonds | 0.86% |
| Timken India Ltd | Industrials | Equity | 0.86% |
| STATE DEVELOPMENT LOAN 36868 UKD 24DC32 7.64 FV RS 100 | Unspecified | State Development Loan | 0.85% |
| Asian Paints Ltd | Materials | Equity | 0.85% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 0.84% |
| Lenskart Solutions Ltd. | Consumer Discretionary | Equity | 0.82% |
| Hyundai Motor India Ltd. | Consumer Discretionary | Equity | 0.78% |
| Exide Industries Ltd | Consumer Discretionary | Equity | 0.78% |
| GOVERNMENT OF INDIA 32829 GOI 10AP28 7.06 FV RS 100 | Entities | GOI Securities | 0.74% |
| Others Mrgn Money | Unspecified | Margin Money | 0.74% |
| STATE DEVELOPMENT LOAN 36950 PJB 14JN31 7.48 FV RS 100 | Unspecified | State Development Loan | 0.72% |
| Hindustan Aeronautics Ltd | Industrials | Equity | 0.68% |
| IIFL Wealth Management Ltd | Financial | Equity | 0.62% |
| Aptus Value Housing Finance India Ltd | Financial | Equity | 0.62% |
| CESC Ltd | Energy & Utilities | Equity | 0.61% |
| Emmvee Photovoltaic Power Ltd. | Energy & Utilities | Equity | 0.59% |
| ZF Commercial Vehicle Control Systems India Ltd | Consumer Discretionary | Equity | 0.59% |
| STATE DEVELOPMENT LOAN 36849 BH 24DC33 7.65 FV RS 100 | Unspecified | State Development Loan | 0.57% |
| STATE DEVELOPMENT LOAN 36569 UKD 01OT32 7.3 FV RS 100 | Unspecified | State Development Loan | 0.54% |
| Astral Ltd | Industrials | Equity | 0.39% |
| INDIA INFRASTRUCTURE FINANCE COMPANY LIMITED SR II 7.47 NCD 07NV27 FVRS1LAC | Industrials | Bonds/NCDs | 0.38% |
| NTPC Ltd | Energy & Utilities | Equity | 0.31% |
| STATE DEVELOPMENT LOAN 37652 KER 08JL39 7.56 FV RS 100 | Unspecified | State Development Loan | 0.23% |
| GOVERNMENT OF INDIA 31719 GOI 20JU27 7.38 FV RS 100 | Entities | GOI Securities | 0.17% |
| STATE DEVELOPMENT LOAN 37648 HP 08JL39 7.56 FV RS 100 | Unspecified | State Development Loan | 0.15% |
| Lemon Tree Hotels Ltd | Consumer Discretionary | Equity | 0.04% |
| 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% |
| STATE DEVELOPMENT LOAN 35793 KER 26MR40 7.08 FV RS 100 | Unspecified | State Development Loan | 0.01% |
| Reliance Industries Ltd Futures | Energy & Utilities | Futures | -0.29% |
| National Thermal Power Corp. Ltd Futures | Energy & Utilities | Futures | -0.31% |
| HDFC Bank Ltd Futures | Financial | Futures | -0.60% |
| Larsen & Toubro Ltd Futures | Industrials | Futures | -0.65% |
| Ultratech Cement Ltd Futures | Materials | Futures | -0.74% |
| ICICI Bank Ltd Futures | Financial | Futures | -0.91% |
| Bharti Airtel Ltd Futures | Technology | Futures | -1.80% |
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 | +3.0% | -1.6% | +7.7% | +9.2% |
| Category average (Hybrid Dynamic Asset Allocation) | +1.0% | +4.6% | +11.9% | -- |
| Rank (Hybrid Dynamic Asset Allocation) | -- | 24 | 18 | -- |
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) | |
|---|---|---|---|---|
 | -1.89% | +10.05% | 1,07,295.79 | |
 | +2.17% | +9.89% | 75,399.17 | |
 | +3.77% | +9.78% | 10,125.45 | |
 | -0.05% | +9.43% | 3,835.99 | |
 | +0.60% | +8.85% | 9,917.50 | |
| Compare | ||||
Fund management
ATAnuj TagraMar 2024 - PresentView details
AT
Anuj Tagra
Mar 2024 - Present
View details
CGChandni GuptaMar 2024 - PresentView details
CG
Chandni Gupta
Mar 2024 - Present
View details
VSVenkatesh SanjeeviOct 2024 - PresentView details
VS
Venkatesh Sanjeevi
Oct 2024 - Present
View details
RGRahul GoswamiNov 2023 - PresentView details
RG
Rahul Goswami
Nov 2023 - Present
View details
SMSandeep ManamAug 2022 - PresentView details
SM
Sandeep Manam
Aug 2022 - Present
View details
RKRajasa KakulavarapuAug 2022 - PresentView details
RK
Rajasa Kakulavarapu
Aug 2022 - Present
View details
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 ₹1,33,800 Cr and the Latest NAV as of 16 Sep 2026 is ₹14.24.
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.
;
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₹1,33,800.03 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,