OriginFunds
Franklin Templeton Mutual Fund

Franklin India Balanced Advantage Fund- Growth

Open Ended Schemes(Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage)High Risk★★★★ISIN INF090I01WN2
NAV · 06-Jul-2026
14.5686
1M
+3.65%
6M
-1.30%
1Y (CAGR)
+0.37%
3Y (CAGR)
+10.41%
5Y (CAGR)
Since inception (CAGR)
+10.20%

NAV history

11.6312.7313.8304-07-202303-07-202614.49
 hover for values

Risk & SIP analytics

Q2 · 3Y in category
Volatility (3y)
7.10%
Downside dev (3y)
5.60%
Max drawdown (3y)
-8.5%
Sharpe (3y)
0.55
SIP XIRR (3y)
+5.54%
Calendar-year returns
2023 +19.0%2024 +15.3%2025 +4.2%

Fund facts

AUM₹27,696 Cr
TER · AMFI officialDirect 0.69% · Regular 2.11% (2026-06-30)
Launch date16-Aug-2022
Plan typeOpen Ended · Hybrid
Min lumpsum5000
Lock-inNone
Volatility6.82
AMCFranklin Templeton Asset Management (India) Private Limited

Objective · The Scheme intends to generate long-term capital appreciation and income generation by investing in a dynamically managed portfolio of equity & equity related instruments and fixed income and money market instruments. There can be no assurance that the investment objective of the scheme will be realized.

scheme documents ↗