
Franklin India Balanced Advantage Fund(G)-Direct Plan
+9.30%
3Y annualised
+9.30%
3Y annualised
+0.22% 1D
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Buy, Hold or Sell?
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NAV : 16 Sep 2026
₹15.19
Min. SIP amount
₹500
Fund size (AUM)
2822 Cr
Expense ratio
0.47%
Launched on
06 Sep 2022
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 16 Sep 2026
₹15.19
Min. SIP amount
₹500
Fund size (AUM)
2822 Cr
Expense ratio
0.47%
Launched on
06 Sep 2022
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
41.09%
Mid Cap
10.76%
Small Cap
12.14%
Others
36.01%
Sector Allocation
Corporate Debt
21.44%
Bank
13.84%
Government Securities
7.66%
Automobile & Ancillaries
7.64%
Domestic Equities
5.55%
Healthcare
5.14%
Finance
4.38%
Telecom
3.59%
Others
30.37%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
Nil upto 10% of units and 1% for remaining units on or before 1Y, Nil after 1Y
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Rajasa Kakulavarapu
Present
Venkatesh Sanjeevi
Present
Chandni Gupta
Present
Anuj Tagra
Present
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FAQs
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