Home› Funds› Franklin India Balanced Advantage Fund- Growth- Di

Franklin India Balanced Advantage Fund- Growth- Direct

Franklin India Balanced Advantage · Balanced Advantage
Moderate
₹15.34
Current NAV
25 Jun 2026
19.3%
1Y Return
14.8%
3Y CAGR
13.8%
5Y CAGR
Add to Watchlist
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.33%.
  • Very large asset base (AUM: ₹24,280 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Balanced Advantage mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
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
0.73
Sharpe Ratio
1.53
Beta
-0.27
Alpha
0.97
Sortino
Fund Details
Fund House Franklin India Balanced Advantage
Category Balanced Advantage
AUM ₹24280 Cr
Expense Ratio 0.33%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Balanced Advantage
Canara Robeco Balanced Advantage Fund - Direct Plan - IDCW Option
Canara Robeco
₹10.34 19.9%
Samco Dynamic Asset Allocation Fund - Direct Plan - IDCW Option
Samco
₹10.73 19.9%
Aditya Birla Sun Life Balanced Advantage Fund - Direct Plan - Growth Option
Aditya Birla Sun Life
₹126.93 19.8%
Helios Balanced Advantage Fund- Regular Plan-IDCW Option
Helios Balanced Advantage
₹11.35 19.8%