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(%) | 7.87 | 12.92 | N/A | N/A |
| Average Rolling Returns(%) | 14.87 | 12.36 | N/A | N/A |
The Current NAV of Franklin India Balanced Advantage Fund - Regular Plan - Growth is ₹14.15.
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 likely to be fairly different than its benchmark NIFTY 50 , as Funds portfolio is somewhat different.
Franklin India Balanced Advantage Fund - Regular Plan - Growth fund’s expense ratio is 1.92%
The process for redemption is
The AUM of Franklin India Balanced Advantage Fund - Regular Plan - Growth is currently ₹2,860 Crores.
The Top three stocks are HDFC Bank, ICICI Bank and Bharti Airtel and account for 15% of its portfolio. Top 5 and 10 stocks of fund account for 22% and 35% of fund’s portfolio respectively.
Top three sectors of Franklin India Balanced Advantage Fund - Regular Plan - Growth fund are Others, BFSI and Construction & Infrastructure accounting for 64% 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 Venkatesh Sanjeevi manage the Franklin India Balanced Advantage Fund - Regular Plan - Growth Fund.
Franklin India Balanced Advantage Fund - Regular Plan - Growth current PE ratio is 37.13 and PB ratio is 6.08
The asset allocation of Franklin India Balanced Advantage Fund - Regular Plan - Growth is Stocks : 65.29%, Debt : 34.68% 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
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