Franklin India Balanced Advantage Fund Regular Growth

AllocationDynamic Asset Allocation
14.54
-0.05(-0.34%)
NAV as on 16 Dec, 2025
CAGR
12.21%

Top Performer

This scheme has consistently delivered the best returns in its Dynamic Asset Allocation category across .

Returns
  • AUM (Crs.)2,840.66
  • Expense Ratio1.93 %
  • Sharpe Ratio / Category Average0.83 / 0.73
  • Standard Deviation / Category Average6.46 / 7.69
  • Beta / Category Average0.88 / 1.03
  • Portfolio Turnover / Category Average317.06 / 184.74
  • Top 5 Stocks Wt.37.07
  • Top 10 Stocks Wt.52.34
  • Top 3 Sectors Wt.36.48
  • Investment StyleLarge Growth
  • Morningstar Rating

Performance

Absolute and Annualised Returns

Yearly Returns

Returns Calculator

Portfolio

Asset Allocation

  • Equity%
  • Debt%
  • Cash%
  • Derivatives%

Weightage by Market Cap

    Concentration

    • No. of Stocks--
    • Avg. Market Cap--
    • Top 10 Stocks--
    • Top 5 Stocks--
    • Top 3 Sectors--
    View Holdings

    Fundamentals

    MeasuresFundCategory Average

    Risk Metrics

    Peers

    1Y3Y5Y10Y
    Mutual FundAUM (cr.)3YReturns

    Holdings

    Stocks
    Sector

    About

    • Fund Manager(s)Check History
      Rajasa Kakulavarapu, Rahul Goswami, Anuj Tagra, Chandni Gupta, Sandeep Manam, Venkatesh Sanjeevi
    • Launch Date06 Sep, 2022
    • BenchmarkS&P BSE 500

    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.

    Riskometer

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