Franklin India Balanced Advantage Fund - Direct - Growth
Hybrid Scheme by Franklin Templeton Asset Management (India) Private Limited
3Y Returns (CAGR)
11.34%
Expense Ratio
0.75%
as of 01/07/2026
AUM
₹169.33 Cr
Qtr End: Mar 26
NAV
₹15.42
as of 17/07/2026
3Y Returns (CAGR)
11.34%
Expense Ratio
0.75%
as of 01/07/2026
AUM
₹169.33 Cr
Qtr End: Mar 26
NAV
₹15.42
as of 17/07/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 1.30% | 5.28% | 8.25% |
| 6M | 1.10% | 2.22% | 10.74% |
| 1Y | 1.54% | 1.54% | 8.22% |
| 3Y | 38.03% | 11.34% | 7.23% |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 16/08/2022
- Fund Age
- 3.9 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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