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Franklin India Balanced Advantage Fund- IDCW- Direct

Franklin India Balanced Advantage · Balanced Advantage
Moderate
₹12.34
Current NAV
30 Oct 2026
-10.4%
1Y Return
2.6%
3Y CAGR
8.8%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.43%.
  • 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
0.53
Sharpe Ratio
1.03
Beta
0.03
Alpha
0.60
Sortino
Fund Details
Fund House Franklin India Balanced Advantage
Category Balanced Advantage
AUM ₹9080 Cr
Expense Ratio 0.43%
Min SIP ₹500
Min Lumpsum ₹1000
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