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

Franklin India Balanced Advantage Fund- Growth- Direct

Franklin India Balanced Advantage · Balanced Advantage
Moderate
₹14.75
Current NAV
30 Oct 2026
-4.4%
1Y Return
9.0%
3Y CAGR
13.8%
5Y CAGR
Watchlist
NAV History (1 Year)
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
The Wealth Company Balanced Advantage Fund - Direct Growth
The Wealth Company Balanced Advantage
₹9.51 19.6%
The Wealth Company Balanced Advantage Fund - Regular Growth
The Wealth Company Balanced Advantage
₹9.38 17.4%
The Wealth Company Balanced Advantage Fund - Regular IDCW
The Wealth Company Balanced Advantage
₹9.38 13.6%
Nippon India Balanced Advantage Fund - Direct Plan Growth Plan - Bonus Option
Nippon India
₹9.68 11.6%