Franklin India Balanced Advantage Fund - Direct - Growth
Hybrid Scheme by Franklin Templeton Asset Management (India) Private Limited
3Y Returns (CAGR)
9.24%
Expense Ratio
0.76%
as of 01/08/2026
AUM
₹169.23 Cr
Qtr End: Jun 26
NAV
₹14.926
as of 16/10/2026
3Y Returns (CAGR)
9.24%
Expense Ratio
0.76%
as of 01/08/2026
AUM
₹169.23 Cr
Qtr End: Jun 26
NAV
₹14.926
as of 16/10/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -3.02% | -11.53% | 7.81% |
| 6M | -1.95% | -3.86% | 8.03% |
| 1Y | -3.02% | -3.02% | 8.82% |
| 3Y | 30.36% | 9.24% | 7.42% |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 16/08/2022
- Fund Age
- 4.1 years
- Minimum Investment
- ₹5,000
- Fund House
- Franklin Templeton Mutual Fund
- Category
- Hybrid Scheme
- Sub-category
- Dynamic Asset Allocation or Balanced Advantage (Hybrid Scheme)
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