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Franklin India Balanced Advantage Fund(G)-Direct Plan

Franklin India Balanced Advantage Fund(G)-Direct Plan

HybridDirect GrowthHigh Risk

+9.30%

3Y annualised

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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

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,33,304

Stock Allocation

Stock nameSectorAllocation
0.00% Jubilant Bevco Ltd (31-May-2028) **Corporate Debt4.71%
Hdfc Bank Ltd # ~~Bank3.78%
Icici Bank Ltd ^ ~~Bank3.64%

Fund Composition

2822 Cr

Large Cap

41.09%

Mid Cap

10.76%

Small Cap

12.14%

Others

36.01%

Sector Allocation

2822 Cr

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

Min. for SIP500
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Balanced)

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

RK

Rajasa Kakulavarapu

Present

VS

Venkatesh Sanjeevi

Present

CG

Chandni Gupta

Present

AT

Anuj Tagra

Present

Similar/Peer Fund Comparison

Fund name
U

Unifi Dynamic Asset Allocation Fund(G)-Direct Plan

+0.00%
A

Aditya Birla SL Balanced Advantage Fund(G)-Direct Plan

+10.96%
B

Baroda BNP Paribas Balanced Advantage Fund(G)-Direct Plan

+11.11%
3

360 ONE Balanced Hybrid Fund(G)-Direct Plan

+0.00%
B

Bank of India Balanced Advantage Fund(G)-Direct Plan

+8.24%
B

Bandhan Balanced Advantage Fund(G)-Direct Plan

+9.41%
M

Mirae Asset Balanced Advantage Fund(G)-Direct Plan

+9.61%
E

Edelweiss Balanced Advantage Fund(G)-Direct Plan

+9.85%

FAQs

Franklin India Balanced Advantage Fund(G)-Direct Plan is a part of Franklin Templeton Asset Management (India) Private Limited, it was incepted on 06 Sep 2022. This fund is managed by Rajasa Kakulavarapu, Venkatesh Sanjeevi, Chandni Gupta and Anuj Tagra. It is a Hybrid type of fund.

The current NAV of Franklin India Balanced Advantage Fund(G)-Direct Plan is ₹15.19 (as of 16 Sep 2026).

Franklin India Balanced Advantage Fund(G)-Direct Plan has delivered -0.14% in 1 year, 9.30% in 3 years, and 0.00% in 5 years (annualised).

The minimum SIP amount for Franklin India Balanced Advantage Fund(G)-Direct Plan is ₹500.

The expense ratio of Franklin India Balanced Advantage Fund(G)-Direct Plan is 0.47%.

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