Franklin India Balanced Advantage Fund- IDCW

Fund House: Franklin Templeton Mutual Fund
Category: Hybrid: Dynamic Asset Allocation
Launch Date: 06-09-2022
Asset Class:
Benchmark: NIFTY 50 Hybrid Composite debt 50:50 Index
TER: 1.97% As on (28-02-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,384.04 Cr As on 28-02-2025(Source:AMFI)
Turn over: 348.78% | Exit Load: Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.

13.2705

13.07%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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vs
AK Hybrid Balanced TRI
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Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme seeks 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.

Current Asset Allocation (%)

Indicators

Standard Deviation
Sharpe Ratio
Alpha
Beta
Yield to Maturity 7.44
Average Maturity 2.88

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Franklin India Balanced Advantage Fund- IDCW 06-09-2022 8.64 17.33 - - -
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth 01-02-2014 12.57 16.91 10.92 13.22 8.7
Axis Balanced Advantage Fund - Regular Plan - Growth 07-08-2017 11.22 20.22 12.96 14.31 -
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth 10-02-2023 10.87 17.85 - - -
UTI - Unit Linked Insurance Plan 01-10-1971 10.58 12.74 7.77 12.38 7.69
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option 25-04-2000 10.24 16.63 11.73 16.95 10.65
Parag Parikh Dynamic Asset Allocation Fund - Regular Plan Growth 27-02-2024 9.97 - - - -
LIC MF Balanced Advantage Fund-Regular Plan-Growth 05-11-2021 9.36 13.82 9.82 - -
UTI Balanced Advantage Fund - Regular Plan - Growth Option 10-08-2023 9.24 - - - -
Franklin India Balanced Advantage Fund- Growth 06-09-2022 8.75 17.39 - - -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

8.76%

Others

21.82%

Large Cap

49.49%

Mid Cap

7.08%

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