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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 Dec 19, 2025
i
Price per unit of the scheme.
14.55970.33%1 Day Change
-0.85%
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 AUM39,265.53 Cr
    • Highest Return In 1 Yr13.61 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 314.37
    -1.15%
    -0.90%
    Very High Risk
    2,354.76Cr
    ₹ 18.38
    0.12%
    -0.27%
    Moderately High risk
    687.09Cr
    ₹ 101.44
    -0.31%
    -0.30%
    Moderately High risk
    205.20Cr
    Franklin India Equity Hybrid Fund Direct Growth
    Very High Risk
    • NAV₹ 314.37
    • Fund Size2,354.76Cr
    Fund Return-1.15%
    Category Return-0.90%
    Franklin India Equity Savings Fund Direct Growth
    Moderately High risk
    • NAV₹ 18.38
    • Fund Size687.09Cr
    Fund Return0.12%
    Category Return-0.27%
    Franklin India Debt Hybrid Fund Direct Growth
    Moderately High risk
    • NAV₹ 101.44
    • Fund Size205.20Cr
    Fund Return-0.31%
    Category Return-0.30%
    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 AUM8,600.37 Cr
    • Highest Return In 1 Yr308.96 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 314.37
    -1.15%
    -0.90%
    Very High Risk
    2,354.76Cr
    ₹ 24.20
    0.27%
    0.04%
    Moderate Risk
    499.09Cr
    Franklin India Equity Hybrid Fund Direct Growth
    Very High Risk
    • NAV₹ 314.37
    • Fund Size2,354.76Cr
    Fund Return-1.15%
    Category Return-0.90%
    Franklin India Banking & PSU Debt Fund Direct Growth
    Moderate Risk
    • NAV₹ 24.20
    • Fund Size499.09Cr
    Fund Return0.27%
    Category Return0.04%
    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 AUM98,805.40 Cr
    • Highest Return In 1 Yr20.52 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 1,844.96
    -1.33%
    -1.76%
    Very High Risk
    19,796.16Cr
    ₹ 215.13
    -0.32%
    -1.95%
    Very High Risk
    3,687.53Cr
    ₹ 124.65
    -1.11%
    -1.35%
    Very High Risk
    12,668.75Cr
    Franklin India Flexi Cap Fund Direct Growth
    Very High Risk
    • NAV₹ 1,844.96
    • Fund Size19,796.16Cr
    Fund Return-1.33%
    Category Return-1.76%
    Franklin India Equity Advantage Fund Direct Growth
    Very High Risk
    • NAV₹ 215.13
    • Fund Size3,687.53Cr
    Fund Return-0.32%
    Category Return-1.95%
    Franklin India Focused Equity Fund Direct Growth
    Very High Risk
    • NAV₹ 124.65
    • Fund Size12,668.75Cr
    Fund Return-1.11%
    Category Return-1.35%
    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 AUM17,013.24 Cr
    • Highest Return In 1 Yr308.96 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 314.37
    -1.15%
    -0.90%
    Very High Risk
    2,354.76Cr
    ₹ 24.20
    0.27%
    0.04%
    Moderate Risk
    499.09Cr
    Franklin India Equity Hybrid Fund Direct Growth
    Very High Risk
    • NAV₹ 314.37
    • Fund Size2,354.76Cr
    Fund Return-1.15%
    Category Return-0.90%
    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₹ 24.20
    • Fund Size499.09Cr
    Fund Return0.27%
    Category Return0.04%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Varun Sharma
    Varun Sharma
    i
    Lead Fund Manager.
    Sep 1, 2023 - Present
    • Schemes managed13
    • Total AUM25,228.90 Cr
    • Highest Return In 1 Yr20.52 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 124.65
    -1.11%
    -1.35%
    Very High Risk
    12,668.75Cr
    --
    ₹ 38.05
    1.51%
    -%
    Very High Risk
    297.12Cr
    --
    ₹ 604.62
    5.19%
    3.98%
    Very High Risk
    1,950.55Cr
    Franklin India Focused Equity Fund Direct Growth
    Very High Risk
    • NAV₹ 124.65
    • Fund Size12,668.75Cr
    Fund Return-1.11%
    Category Return-1.35%
    Franklin Asian Equity Fund Direct Growth
    Very High Risk--
    • NAV₹ 38.05
    • Fund Size297.12Cr
    Fund Return1.51%
    Category Return--
    Franklin India Technology Fund Direct Growth
    Very High Risk--
    • NAV₹ 604.62
    • Fund Size1,950.55Cr
    Fund Return5.19%
    Category Return3.98%
    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 AUM9,035.77 Cr
    • Highest Return In 1 Yr13.61 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 53.45
    0.46%
    0.38%
    Low to Moderate Risk
    4,440.18Cr
    ₹ 65.30
    0.56%
    0.13%
    Low to Moderate Risk
    172.63Cr
    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₹ 53.45
    • Fund Size4,440.18Cr
    Fund Return0.46%
    Category Return0.38%
    Franklin India Government Securities Fund Direct Growth
    Low to Moderate Risk
    • NAV₹ 65.30
    • Fund Size172.63Cr
    Fund Return0.56%
    Category Return0.13%
    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 AUM1,44,181.58 Cr
    • Highest Return In 1 Yr16.43 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 25.71
    -0.01%
    -0.05%
    Moderate Risk
    2,595.72Cr
    ₹ 113.09
    0.60%
    0.13%
    Moderate Risk
    9,146.09Cr
    --
    ₹ 99.05
    0.31%
    0.18%
    Moderate Risk
    1,086.59Cr
    ICICI Prudential Constant Maturity Gilt Direct Growth
    Moderate Risk
    • NAV₹ 25.71
    • Fund Size2,595.72Cr
    Fund Return-0.01%
    Category Return-0.05%
    ICICI Prudential Gilt Fund Direct Plan Growth
    Moderate Risk
    • NAV₹ 113.09
    • Fund Size9,146.09Cr
    Fund Return0.60%
    Category Return0.13%
    ICICI Prudential Long Term Bond Fund Direct Plan Growth
    Moderate Risk--
    • NAV₹ 99.05
    • Fund Size1,086.59Cr
    Fund Return0.31%
    Category Return0.18%
    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 AUM43,518.71 Cr
    • Highest Return In 1 Yr10.49 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    --
    ₹ 12.73
    0.37%
    -%
    Moderate Risk
    1,606.61Cr
    --
    ₹ 12.98
    0.21%
    -%
    Moderate Risk
    893.51Cr
    ₹ 35.16
    0.24%
    0.04%
    Low to Moderate Risk
    9,764.38Cr
    ICICI Prudential Nifty SDL Sep 2027 Index Fund Direct Growth
    Moderate Risk--
    • NAV₹ 12.73
    • Fund Size1,606.61Cr
    Fund Return0.37%
    Category Return--
    ICICI Prudential Nifty G-Sec Dec 2030 Index Fund Direct Growth
    Moderate Risk--
    • NAV₹ 12.98
    • Fund Size893.51Cr
    Fund Return0.21%
    Category Return--
    ICICI Prudential Banking and PSU Debt Fund Direct Plan Growth
    Low to Moderate Risk
    • NAV₹ 35.16
    • Fund Size9,764.38Cr
    Fund Return0.24%
    Category Return0.04%
    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 AUM31,360.74 Cr
    • Highest Return In 1 Yr13.61 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 215.13
    -0.32%
    -1.95%
    Very High Risk
    3,687.53Cr
    ₹ 1,174.65
    0.11%
    -0.83%
    Very High Risk
    7,925.01Cr
    --
    ₹ 15.37
    -0.73%
    -0.66%
    Very High Risk
    2,840.66Cr
    Franklin India Equity Advantage Fund Direct Growth
    Very High Risk
    • NAV₹ 215.13
    • Fund Size3,687.53Cr
    Fund Return-0.32%
    Category Return-1.95%
    Franklin India Bluechip Fund Direct Growth
    Very High Risk
    • NAV₹ 1,174.65
    • Fund Size7,925.01Cr
    Fund Return0.11%
    Category Return-0.83%
    Franklin India Balanced Advantage Fund Direct Growth
    Very High Risk--
    • NAV₹ 15.37
    • Fund Size2,840.66Cr
    Fund Return-0.73%
    Category Return-0.66%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Oct, 2025
    EQUITY (50.92%)
    DEBT (28.92%)
    CASH (20.16%)
    Allocation by Market Cap
    Large Cap(37.94%)
    Mid Cap(4.42%)
    Small Cap(8.56%)
    Industry Holdings
    • Banks Regional24.11%
    • Telecom Services7.40%
    • Information Technology Services6.51%
    • Oil Gas Refining Marketing5.03%
    • Engineering Construction4.81%
    • Utilities Regulated Gas3.40%
    Stock Holdings
    • HDFC Bank Ltd6.76%
    • ICICI Bank Ltd5.40%
    • Bharti Airtel Ltd4.62%
    • Reliance Industries Ltd3.36%
    • Larsen & Toubro Ltd3.21%
    • GAIL (India) Ltd2.27%

    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.
      1.29
      This Fund
      VS
      0.64
      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.
      85.76
      This Fund
      VS
      85.09
      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
      1.03
      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.
      0.83
      This Fund
      VS
      0.73
      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.
      1.35
      This Fund
      VS
      1.23
      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.
      6.46
      This Fund
      VS
      7.69
      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
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    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 ₹ 1,20,502.81 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
    1,20,502.81 Cr (
    As on Oct 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 Dec 19, 2025 is ₹14.56
    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 -0.85%, 3 months is 0.52%, 6 months is 2.10%, and 1 year is 3.87%
    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 12.26% 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 2,840.66 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 50.92% in Equity, 28.92% in Debt and 20.16% in Cash & Money Market Securities