Franklin India Balanced Advantage Fund- Growth- Direct

Open Ended Schemes(Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage)High Risk★★★★★ISIN INF090I01WQ5

NAV · 06-Jul-2026

₹15.4974

+3.77%

-0.60%

1Y (CAGR)

+1.82%

3Y (CAGR)

+12.12%

5Y (CAGR)

—

Since inception (CAGR)

+11.99%

NAV history

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Risk & SIP analytics

Q1 · TOP · 3Y in category

Volatility (3y)

7.10%

Downside dev (3y)

5.60%

Max drawdown (3y)

-8.1%

Sharpe (3y)

0.79

SIP XIRR (3y)

+7.13%

Calendar-year returns

2023 +21.2%2024 +17.1%2025 +5.8%

Fund facts

Fund managerRahul Goswami · Venkatesh Sanjeevi · Anuj Tagra · Chandni Gupta · Sandeep Manam · Rajasa Kakulavarapu

AUM₹27,696 Cr

Expense ratio0.47% · 2026-05-29

TER · AMFI officialDirect 0.69% · Regular 2.11% (2026-06-30)

Launch date16-Aug-2022

Plan typeOpen Ended · Hybrid

Min lumpsum₹5,000

Min SIP₹500

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 ↗