Franklin India Balanced Advantage Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 26.76 | N/A | N/A | N/A |
Average Rolling Returns(%) | 20.61 | N/A | N/A | N/A |
The Current NAV of Franklin India Balanced Advantage Fund - Regular Plan - Growth is ₹13.06.
It is better to invest in a fund with a longer track record as Franklin India Balanced Advantage Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 50 returns, as Funds portfolio is significantly different.
Franklin India Balanced Advantage Fund - Regular Plan - Growth fund’s expense ratio is 2.02%
The process for redemption is
The AUM of Franklin India Balanced Advantage Fund - Regular Plan - Growth is currently ₹1,841 Crores.
The Top three stocks are ICICI Bank, HDFC Bank and Larsen & Toubro and account for 13% of its portfolio. Top 5 and 10 stocks of fund account for 19% and 30% of fund’s portfolio respectively.
Top three sectors of Franklin India Balanced Advantage Fund - Regular Plan - Growth fund are Others, BFSI and Miscellaneous accounting for 52% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Hybrid - Dynamic Asset Allocation it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Franklin India Balanced Advantage Fund - Regular Plan - Growth Fund is Hybrid - Dynamic Asset Allocation.
Rajasa Kakulavarapu and Varun Sharma manage the Franklin India Balanced Advantage Fund - Regular Plan - Growth Fund.
Franklin India Balanced Advantage Fund - Regular Plan - Growth current PE ratio is 42.43 and PB ratio is 5.58
The asset allocation of Franklin India Balanced Advantage Fund - Regular Plan - Growth is Stocks : 66.04%, Debt : 33.95% and Gold : 0%
The minimum SIP amount for Franklin India Balanced Advantage Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹5000.00
The exit load for Franklin India Balanced Advantage Fund - Regular Plan - Growth is Nil upto 10% of units and 1% for remaining units on or before 1 year, Nil after 1 year