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Franklin India Balanced Advantage Fund- IDCW

Franklin India Balanced Advantage · Balanced Advantage
Moderate
₹12.30
Current NAV
30 Oct 2026
-9.7%
1Y Return
3.3%
3Y CAGR
11.9%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 5.14).
  • Very large asset base (AUM: ₹21,690 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Balanced Advantage mandate.
Cons / Risks
  • 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
1.14
Sharpe Ratio
1.34
Beta
5.14
Alpha
1.30
Sortino
Fund Details
Fund House Franklin India Balanced Advantage
Category Balanced Advantage
AUM ₹21690 Cr
Expense Ratio 1.74%
Min SIP ₹500
Min Lumpsum ₹1000
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