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Franklin India Balanced Advantage Fund- Growth

Franklin India Balanced Advantage · Balanced Advantage
Moderate
₹13.81
Current NAV
30 Oct 2026
-5.7%
1Y Return
7.3%
3Y CAGR
10.1%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.96%.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Balanced Advantage mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
0.66
Sharpe Ratio
0.56
Beta
-0.84
Alpha
0.83
Sortino
Fund Details
Fund House Franklin India Balanced Advantage
Category Balanced Advantage
AUM ₹3210 Cr
Expense Ratio 0.96%
Min SIP ₹500
Min Lumpsum ₹1000
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