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franklin india balanced advantage fund regular growth
Franklin India Balanced Advantage Fund Regular Growth

Franklin India Balanced Advantage Fund Regular Growth

  • Very High Risk
  • Allocation
  • Dynamic Asset Allocation
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NAV as on Feb 6, 2026
i
Price per unit of the scheme.
14.4809-0.08%1 Day Change
-1.32%
Minimum Investment₹5000
Expense Ratio2.06%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

This Fund
Franklin India Balanced Advantage Fund Regular Growth
VS
Allocation: Dynamic Asset Allocation Average NAV
    Topper in Allocation: Dynamic Asset Allocation
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    Franklin India Balanced Advantage Fund Regular Growth
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      0
    • Return
      0
    • Current Value
      0

    bt_logoFUND MANAGER

    Rajasa Kakulavarapu
    Rajasa Kakulavarapu
    i
    Lead Fund Manager.
    Sep 8, 2022 - Present
    • Schemes managed12
    • Total AUM39,607.95 Cr
    • Highest Return In 1 Yr12.23 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 311.72
    -1.81%
    -1.76%
    Very High Risk
    2,380.44Cr
    ₹ 18.45
    -0.01%
    -0.31%
    Moderately High risk
    694.71Cr
    ₹ 101.44
    -0.51%
    -0.41%
    Moderately High risk
    204.88Cr
    Franklin India Equity Hybrid Fund Direct Growth
    Very High Risk
    • NAV₹ 311.72
    • Fund Size2,380.44Cr
    Fund Return-1.81%
    Category Return-1.76%
    Franklin India Equity Savings Fund Direct Growth
    Moderately High risk
    • NAV₹ 18.45
    • Fund Size694.71Cr
    Fund Return-0.01%
    Category Return-0.31%
    Franklin India Debt Hybrid Fund Direct Growth
    Moderately High risk
    • NAV₹ 101.44
    • Fund Size204.88Cr
    Fund Return-0.51%
    Category Return-0.41%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Sachin Padwal-Desai
    Sachin Padwal-Desai
    i
    Lead Fund Manager.
    Sep 8, 2022 - Present
    • Schemes managed12
    • Total AUM8,689.89 Cr
    • Highest Return In 1 Yr308.96 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 311.72
    -1.81%
    -1.76%
    Very High Risk
    2,380.44Cr
    ₹ 24.35
    0.39%
    0.18%
    Moderate Risk
    485.44Cr
    Franklin India Equity Hybrid Fund Direct Growth
    Very High Risk
    • NAV₹ 311.72
    • Fund Size2,380.44Cr
    Fund Return-1.81%
    Category Return-1.76%
    Franklin India Banking & PSU Debt Fund Direct Growth
    Moderate Risk
    • NAV₹ 24.35
    • Fund Size485.44Cr
    Fund Return0.39%
    Category Return0.18%
    Franklin India Dynamic Accrual Fund Segregated Portfolio 2 Direct Growth
    Low Risk--
    • NAV₹ 3.21
    • Fund Size29.52Cr
    Fund Return258.95%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Sandeep Manam
    Sandeep Manam
    i
    Lead Fund Manager.
    Sep 8, 2022 - Present
    • Schemes managed21
    • Total AUM98,987.20 Cr
    • Highest Return In 1 Yr32.71 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 1,830.89
    -2.44%
    -2.49%
    Very High Risk
    20,021.75Cr
    ₹ 207.98
    -3.87%
    -2.72%
    Very High Risk
    3,674.24Cr
    ₹ 122.99
    -2.39%
    -2.87%
    Very High Risk
    12,815.07Cr
    Franklin India Flexi Cap Fund Direct Growth
    Very High Risk
    • NAV₹ 1,830.89
    • Fund Size20,021.75Cr
    Fund Return-2.44%
    Category Return-2.49%
    Franklin India Equity Advantage Fund Direct Growth
    Very High Risk
    • NAV₹ 207.98
    • Fund Size3,674.24Cr
    Fund Return-3.87%
    Category Return-2.72%
    Franklin India Focused Equity Fund Direct Growth
    Very High Risk
    • NAV₹ 122.99
    • Fund Size12,815.07Cr
    Fund Return-2.39%
    Category Return-2.87%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Umesh Sharma
    Umesh Sharma
    i
    Lead Fund Manager.
    Sep 8, 2022 - Present
    • Schemes managed14
    • Total AUM16,566.85 Cr
    • Highest Return In 1 Yr308.96 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 311.72
    -1.81%
    -1.76%
    Very High Risk
    2,380.44Cr
    ₹ 24.35
    0.39%
    0.18%
    Moderate Risk
    485.44Cr
    Franklin India Equity Hybrid Fund Direct Growth
    Very High Risk
    • NAV₹ 311.72
    • Fund Size2,380.44Cr
    Fund Return-1.81%
    Category Return-1.76%
    Franklin India Dynamic Accrual Fund Segregated Portfolio 2 Direct Growth
    Low Risk--
    • NAV₹ 3.21
    • Fund Size29.52Cr
    Fund Return258.95%
    Category Return--
    Franklin India Banking & PSU Debt Fund Direct Growth
    Moderate Risk
    • NAV₹ 24.35
    • Fund Size485.44Cr
    Fund Return0.39%
    Category Return0.18%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Varun Sharma
    Varun Sharma
    i
    Lead Fund Manager.
    Sep 1, 2023 - Present
    • Schemes managed17
    • Total AUM79,233.12 Cr
    • Highest Return In 1 Yr32.71 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 122.99
    -2.39%
    -2.87%
    Very High Risk
    12,815.07Cr
    --
    ₹ 41.53
    1.75%
    -%
    Very High Risk
    314.58Cr
    --
    ₹ 552.94
    -7.05%
    -6.24%
    Very High Risk
    1,995.80Cr
    Franklin India Focused Equity Fund Direct Growth
    Very High Risk
    • NAV₹ 122.99
    • Fund Size12,815.07Cr
    Fund Return-2.39%
    Category Return-2.87%
    Franklin Asian Equity Fund Direct Growth
    Very High Risk--
    • NAV₹ 41.53
    • Fund Size314.58Cr
    Fund Return1.75%
    Category Return--
    Franklin India Technology Fund Direct Growth
    Very High Risk--
    • NAV₹ 552.94
    • Fund Size1,995.80Cr
    Fund Return-7.05%
    Category Return-6.24%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Rahul Goswami
    Rahul Goswami
    i
    Lead Fund Manager.
    Nov 10, 2023 - Present
    • Schemes managed8
    • Total AUM9,099.51 Cr
    • Highest Return In 1 Yr12.23 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 53.87
    0.46%
    0.36%
    Low to Moderate Risk
    4,421.61Cr
    ₹ 65.33
    0.22%
    -0.16%
    Low to Moderate Risk
    187.22Cr
    ICICI Prudential Fixed Maturity Plan 85 1114 Days V Direct Cumulative
    Moderate Risk--
    • NAV--
    • Fund Size0.00Cr
    Fund Return--
    Category Return--
    Franklin India Money Market Fund Direct Growth
    Low to Moderate Risk
    • NAV₹ 53.87
    • Fund Size4,421.61Cr
    Fund Return0.46%
    Category Return0.36%
    Franklin India Government Securities Fund Direct Growth
    Low to Moderate Risk
    • NAV₹ 65.33
    • Fund Size187.22Cr
    Fund Return0.22%
    Category Return-0.16%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Anuj Tagra
    Anuj Tagra
    i
    Lead Fund Manager.
    Mar 7, 2024 - Present
    • Schemes managed14
    • Total AUM1,49,896.83 Cr
    • Highest Return In 1 Yr18.11 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 25.76
    0.03%
    -0.21%
    Moderate Risk
    2,549.86Cr
    ₹ 112.92
    -0.06%
    -0.16%
    Moderate Risk
    9,215.50Cr
    --
    ₹ 98.66
    -0.33%
    -0.48%
    Moderate Risk
    1,038.80Cr
    ICICI Prudential Constant Maturity Gilt Direct Growth
    Moderate Risk
    • NAV₹ 25.76
    • Fund Size2,549.86Cr
    Fund Return0.03%
    Category Return-0.21%
    ICICI Prudential Gilt Fund Direct Plan Growth
    Moderate Risk
    • NAV₹ 112.92
    • Fund Size9,215.50Cr
    Fund Return-0.06%
    Category Return-0.16%
    ICICI Prudential Long Term Bond Fund Direct Plan Growth
    Moderate Risk--
    • NAV₹ 98.66
    • Fund Size1,038.80Cr
    Fund Return-0.33%
    Category Return-0.48%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Chandni Gupta
    Chandni Gupta
    i
    Lead Fund Manager.
    Mar 7, 2024 - Present
    • Schemes managed19
    • Total AUM43,671.22 Cr
    • Highest Return In 1 Yr15.85 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    --
    ₹ 12.84
    0.48%
    -%
    Moderate Risk
    1,676.82Cr
    --
    ₹ 13.06
    0.38%
    -%
    Moderate Risk
    877.95Cr
    ₹ 35.29
    0.20%
    0.18%
    Low to Moderate Risk
    9,727.95Cr
    ICICI Prudential Nifty SDL Sep 2027 Index Fund Direct Growth
    Moderate Risk--
    • NAV₹ 12.84
    • Fund Size1,676.82Cr
    Fund Return0.48%
    Category Return--
    ICICI Prudential Nifty G-Sec Dec 2030 Index Fund Direct Growth
    Moderate Risk--
    • NAV₹ 13.06
    • Fund Size877.95Cr
    Fund Return0.38%
    Category Return--
    ICICI Prudential Banking and PSU Debt Fund Direct Plan Growth
    Low to Moderate Risk
    • NAV₹ 35.29
    • Fund Size9,727.95Cr
    Fund Return0.20%
    Category Return0.18%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Venkatesh Sanjeevi
    Venkatesh Sanjeevi
    i
    Lead Fund Manager.
    Oct 4, 2024 - Present
    • Schemes managed9
    • Total AUM31,723.32 Cr
    • Highest Return In 1 Yr12.23 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 207.98
    -3.87%
    -2.72%
    Very High Risk
    3,674.24Cr
    ₹ 1,165.02
    -2.35%
    -2.01%
    Very High Risk
    8,061.14Cr
    --
    ₹ 15.31
    -1.20%
    -1.38%
    Very High Risk
    2,876.82Cr
    Franklin India Equity Advantage Fund Direct Growth
    Very High Risk
    • NAV₹ 207.98
    • Fund Size3,674.24Cr
    Fund Return-3.87%
    Category Return-2.72%
    Franklin India Bluechip Fund Direct Growth
    Very High Risk
    • NAV₹ 1,165.02
    • Fund Size8,061.14Cr
    Fund Return-2.35%
    Category Return-2.01%
    Franklin India Balanced Advantage Fund Direct Growth
    Very High Risk--
    • NAV₹ 15.31
    • Fund Size2,876.82Cr
    Fund Return-1.20%
    Category Return-1.38%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Dec, 2025
    EQUITY (53.49%)
    DEBT (30.86%)
    CASH (15.65%)
    Allocation by Market Cap
    Large Cap(51.53%)
    Mid Cap(6.52%)
    Small Cap(7.52%)
    Industry Holdings
    • Banks Regional23.98%
    • Telecom Services7.11%
    • Information Technology Services6.91%
    • Oil Gas Refining Marketing5.58%
    • Engineering Construction4.88%
    • Utilities Regulated Electric3.18%
    Stock Holdings
    • HDFC Bank Ltd6.80%
    • Bharti Airtel Ltd4.66%
    • ICICI Bank Ltd4.34%
    • Reliance Industries Ltd3.66%
    • Larsen & Toubro Ltd3.20%
    • State Bank of India2.47%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
      ----
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
      ----
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
      ----
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
      ----
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
      ----
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
      ----

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      1.20
      This Fund
      VS
      0.26
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      85.08
      This Fund
      VS
      85.33
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      0.88
      This Fund
      VS
      1.05
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      0.90
      This Fund
      VS
      0.77
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      1.49
      This Fund
      VS
      1.30
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      6.37
      This Fund
      VS
      7.68
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    Franklin Templeton Asst Mgmt(IND)Pvt Ltd
    Franklin Templeton Asst Mgmt(IND)Pvt Ltd manages assets worth ₹ 1,20,271.50 crores. It’s current offering of mutual fund schemes includes 17 equity, 19 debt and 7 hybrid schemes.
    phone icon
    Phone
    +91 22 - 67519100
    mail icon
    Email
    services@franklintempleton.com
    aum
    AUM
    1,20,271.50 Cr (
    As on Dec 31, 2025
    )
    location
    Address
    Senapati Bapat Marg, Elphinstone Road (West), Mumbai Mumbai,400 013

    bt_logoFAQ's

    What is the category of Franklin India Balanced Advantage Fund Regular Growth ?
    The category of Franklin India Balanced Advantage Fund Regular Growth is Allocation - Dynamic Asset Allocation
    What is the current NAV of Franklin India Balanced Advantage Fund Regular Growth ?
    The current NAV of Franklin India Balanced Advantage Fund Regular Growth as on Feb 06, 2026 is ₹14.48
    How safe is Franklin India Balanced Advantage Fund Regular Growth ?
    The risk level of Franklin India Balanced Advantage Fund Regular Growth is Very High.
    What are short term returns given by Franklin India Balanced Advantage Fund Regular Growth ?
    The return given by Franklin India Balanced Advantage Fund Regular Growth in 1 month is -1.32%, 3 months is -0.45%, 6 months is 1.61%, and 1 year is 5.23%
    What are the long term returns given by Franklin India Balanced Advantage Fund Regular Growth ?
    The return given by Franklin India Balanced Advantage Fund Regular Growth in 3 years is 12.78% and 5 years is --.
    What is the expense ratio of Franklin India Balanced Advantage Fund Regular Growth ?
    The expense ratio of Franklin India Balanced Advantage Fund Regular Growth is 2.06%
    What is the AUM of Franklin India Balanced Advantage Fund Regular Growth ?
    The assets under Management (AUM) of Franklin India Balanced Advantage Fund Regular Growth is Rs 2,876.82 crores.
    What is the minimum investment in Franklin India Balanced Advantage Fund Regular Growth ?
    The minimum Lumpsum investment in Franklin India Balanced Advantage Fund Regular Growth is ₹5,000.00 and the minimum SIP investment in Franklin India Balanced Advantage Fund Regular Growth is ₹1,000.00
    What is the asset allocation of Franklin India Balanced Advantage Fund Regular Growth?
    Franklin India Balanced Advantage Fund Regular Growth has an exposure of 53.49% in Equity, 30.86% in Debt and 15.65% in Cash & Money Market Securities