Franklin India Balanced Advantage Fund Direct-Growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -1.31%
NAV: ₹15.36 as on Thu Nov 05, 2026
Fund NAV

Fund Overview of Franklin India Balanced Advantage Fund Direct-Growth

  • ₹2,686.8 Cr
    AUM
  • ₹15.36
    NAV
  • 0.80%
    Expense Ratio
  • Hybrid
    Fund Category
As on Thu Nov 05, 2026
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Minimum amount you can invest: ₹500

Maximum amount you can invest: ₹1,00,000

We have used a return rate of 15% for our calculations.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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Franklin India Balanced Advantage Fund Direct-Growth Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -1.31% NA 2.03%
6 Months 1.82% NA 8.29%
1 Year -0.10% -0.10% 2.86%
2 Years 7.42% 3.64% 14.51%
3 Years 33.37% 10.07% 13.46%
View More
As on Thu Nov 05, 2026

Asset Allocation of Franklin India Balanced Advantage Fund Direct-Growth

equities

61.83%

debt instruments

30.72%

other assets or cash equivalents

7.45%
Large Cap: 57.02%
Mid Cap: 18.85%
Small Cap: 24.13%
Other: 0.00%
Top Holdings
Cash Margin
16.85%
Cash Margin
16.49%
Cash Margin
16.49%
Cash Margin
15.85%
Cash Margin
15.85%
 
Top Sectors
Unspecified
170.74%
Financial
40.85%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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About Fund

About Franklin India Balanced Advantage Fund Direct-Growth

Franklin India Balanced Advantage Fund Direct-Growth is one Hybrid mutual fund offered by Franklin Templeton Mutual Fund. Launched on 06 Sep 2022, the fund aims Income generation and capital appreciation over medium to long term. A fund that invests in dynamically managed portfolio of equity & equity related securities, fixed income and money market instruments. It manages assets worth ₹2,686.8 crore as on Wed Sep 30, 2026. The expense ratio stands at 0.8%.
The portfolio allocation consists of 61.83% in equities, 30.72% in debt instruments, 7.45% in other assets or cash equivalents.Managed by Sandeep Manam, it has delivered a return of -0.10% in the last year, a total return since inception of 10.85%.
For those looking to make better financial choices it helps to compare best sip plan that align with financial planning needs.

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  • Venkatesh Sanjeevi

    Fund Manager

  • Mr. Sanjeevi is a PGDM (IIM- Ahmedabad), CA, B.Com

    Manager Education

  • Anuj Tagra

    Fund Manager

  • Mr. Anuj Tagra is a graduate of Guru Gobind Singh Indraprastha University and an MBA from Narsee Monjee Institute of Management Studies

    Manager Education

  • Chandni Gupta

    Fund Manager

  • She holds B.E. degree in IT and CFA degree from CFA Institute, USA.

    Manager Education

  • Rahul Goswami

    Fund Manager

  • Mr. Goswami is a B. Sc (Mathematics and MBA (Finance)

    Manager Education

  • Rajasa Kakulavarapu

    Fund Manager

  • Ms. Kakulavarapu has done B.Tech and MBA.

    Manager Education

  • Sandeep Manam

    Fund Manager

  • Mr. Manam is a PGDM (IIM-Ahmedabad), B.Tech (Electronics & Communication Engg.)- National Institute of Technology Calicut

    Manager Education

Key Metrics of Franklin India Balanced Advantage Fund Direct-Growth

  • Standard Deviation
    8.31%
  • Mean
    8.95%
  • Sharpe Ratio
    0.41%
  • Sortino Ratio
    0.52%

Franklin India Balanced Advantage Fund Direct-Growth Fund Details

Fund Names Franklin India Balanced Advantage Fund Direct-Growth
Inception Date 06 Sep 2022
Lock In No Lock-in
SIP Minimum Investment amount ₹100
SWP Minimum Investment amount ₹500
STP Minimum Investment amount ₹500
 
Risk Principal at very high risk
Category Average Annual Returns 2.86
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

Compare Mutual Funds
Franklin India Balanced Advantage Fund Direct-Growth Fund Returns Comparison

Compare Franklin India Balanced Advantage Fund Direct-Growth with other mutual funds in the same category

Franklin India Balanced Advantage Fund Direct-Growth

HDFC Balanced Advantage Fund Direct-Growth

HDFC Balanced Advantage Fund Direct-IDCW

Compare more funds

Start An Sip Today Watch Your Money Grow

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
HDFC Balanced Advantage Fund Direct-Growth trend ₹102,534 4.37% -0.91% -0.40% 11.85% 13.74%
HDFC Balanced Advantage Fund Direct-IDCW trend ₹102,534 4.37% -0.91% -0.40% 11.85% 13.74%
HDFC Balanced Advantage Fund Regular-Growth trend ₹102,534 4.33% -1.04% -0.96% 11.19% 13.04%
HDFC Balanced Advantage Fund Regular-IDCW trend ₹102,534 4.33% -1.04% -0.96% 11.19% 13.04%
Aditya Birla Sun Life Dynamic Asset Allocation Omni FOF Direct-Growth trend ₹238 2.73% -1.07% 3.22% 13.27% 11.38%
Aditya Birla Sun Life Dynamic Asset Allocation Omni FOF Direct-IDCW Half Yearly trend ₹238 2.73% -1.07% 3.22% 13.27% 11.38%
Baroda Bnp Paribas Balanced Advantage Fund Direct-Growth trend ₹5,162 4.31% -0.73% 3.99% 12.88% 10.92%
Baroda Bnp Paribas Balanced Advantage Fund Direct-IDCW trend ₹5,162 4.31% -0.73% 3.99% 12.88% 10.92%
ICICI Prudential Balanced Advantage Direct-Growth trend ₹71,913 4.96% -0.48% 5.08% 11.91% 10.68%
ICICI Prudential Balanced Advantage Direct-IDCW trend ₹71,913 4.96% -0.48% 5.08% 11.91% 10.68%
View More
increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from Franklin Templeton Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Franklin India Balanced Advantage Fund Regular-Growth increase ₹2,687 2.81% -1.66% 1.10% -1.51% 8.45%
Franklin India Balanced Advantage Fund Regular-IDCW increase ₹2,687 2.81% -1.66% 1.10% -1.51% 8.45%
Franklin India Balanced Advantage Fund Direct-IDCW increase ₹2,687 2.93% -1.31% 1.82% -0.10% 10.07%
Franklin India Dynamic Asset Allocation Active FOF Direct-Growth increase ₹1,192 4.12% -0.62% 2.84% 0.70% 9.18%
Franklin India Dynamic Asset Allocation Active FOF Regular-Growth increase ₹1,192 4.04% -0.84% 2.39% -0.18% 8.20%
Franklin India Dynamic Asset Allocation Active FOF Direct-IDCW increase ₹1,192 4.12% -0.62% 2.84% 0.70% 9.18%
Franklin India Dynamic Asset Allocation Active FOF Regular-IDCW increase ₹1,192 4.04% -0.84% 2.39% -0.18% 8.20%
View More
increase growth is based on 1-month returns of the funds

Franklin India Balanced Advantage Fund Direct-Growth Calculator

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
HDFC Balanced Advantage Fund Direct-Growth trend ₹102,534 ₹572.03 11.85% 13.74% 13.82%
HDFC Balanced Advantage Fund Regular-Growth trend ₹102,534 ₹525.37 11.19% 13.04% 12.99%
HDFC Balanced Advantage Fund Regular-IDCW trend ₹102,534 ₹35.67 11.19% 13.04% 12.99%
HDFC Balanced Advantage Fund Direct-IDCW trend ₹102,534 ₹42.64 11.85% 13.74% 13.82%
ICICI Prudential Balanced Advantage-Growth trend ₹71,913 ₹79.70 11.27% 10.01% 10.79%
ICICI Prudential Balanced Advantage Direct-Growth trend ₹71,913 ₹89.55 11.91% 10.68% 11.62%
ICICI Prudential Balanced Advantage Direct-IDCW trend ₹71,913 ₹28.73 11.91% 10.68% 11.62%
ICICI Prudential Balanced Advantage-IDCW trend ₹71,913 ₹16.93 11.27% 10.01% 10.79%
SBI Balanced Advantage Fund Direct-Growth trend ₹40,545 ₹16.56 10.36% 10.04% -
SBI Balanced Advantage Fund Regular-Growth trend ₹40,545 ₹15.77 9.42% 9.02% -
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Top funds are based on Fund AUM

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Franklin India Balanced Advantage Fund Direct-Growth Detailed Portfolio

Stocks Sector % of Holding Value
Cash MarginUnspecified16.85%₹462.96 Cr
Cash MarginUnspecified16.49%₹458.20 Cr
Cash MarginUnspecified16.49%₹458.20 Cr
Cash MarginUnspecified15.85%₹450.14 Cr
Cash MarginUnspecified15.85%₹450.14 Cr
Cash MarginUnspecified15.22%₹437.94 Cr
Cash MarginUnspecified12.12%₹349.51 Cr
Cash MarginUnspecified11.30%₹322.01 Cr
Cash MarginUnspecified11.20%₹320.25 Cr
Cash MarginUnspecified9.70%₹268.63 Cr
Cash MarginUnspecified7.42%₹209.21 Cr
Cash MarginUnspecified7.42%₹209.21 Cr
Cash MarginUnspecified7.42%₹209.21 Cr
Cash MarginUnspecified7.42%₹209.21 Cr
Hdfc Bank LtdFinancial6.80%₹196.26 Cr
Hdfc Bank LtdFinancial6.81%₹195.98 Cr
Hdfc Bank LtdFinancial7.09%₹194.86 Cr
Hdfc Bank LtdFinancial6.76%₹192.03 Cr
Hdfc Bank LtdFinancial6.76%₹192.03 Cr
Hdfc Bank LtdFinancial6.62%₹188.64 Cr
View More

Top Hybrid Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
HDFC Balanced Advantage Fund Direct-Growth increase ₹572.03 11.85% 13.74% -
HDFC Balanced Advantage Fund Direct-IDCW increase ₹42.64 11.85% 13.74% -
HDFC Balanced Advantage Fund Regular-Growth increase ₹525.37 11.19% 13.04% -
HDFC Balanced Advantage Fund Regular-IDCW increase ₹35.67 11.19% 13.04% -
Aditya Birla Sun Life Dynamic Asset Allocation Omni FOF Direct-Growth increase ₹62.37 13.27% 11.38% -
Aditya Birla Sun Life Dynamic Asset Allocation Omni FOF Direct-IDCW Half Yearly increase ₹57.12 13.27% 11.38% -
Baroda Bnp Paribas Balanced Advantage Fund Direct-Growth increase ₹28.62 12.88% 10.92% -
Baroda Bnp Paribas Balanced Advantage Fund Direct-IDCW increase ₹17.22 12.88% 10.92% -
ICICI Prudential Balanced Advantage Direct-Growth increase ₹89.55 11.91% 10.68% -
ICICI Prudential Balanced Advantage Direct-IDCW increase ₹28.73 11.91% 10.68% -
View More
increase growth is based on 5Y returns of the funds

Frequently Asked Questions

Franklin India Balanced Advantage Fund Direct-Growth

What is the current AUM of Franklin India Balanced Advantage Fund Direct-Growth?

As of Wed Sep 30, 2026, Franklin India Balanced Advantage Fund Direct-Growth manages assets worth ₹2,686.8 crore

How has Franklin India Balanced Advantage Fund Direct-Growth performed recently?

  • 3 Months: -1.31%
  • 6 Months: 1.82%

What is the long-term performance of Franklin India Balanced Advantage Fund Direct-Growth?

  • 3 Years CAGR: 10.07%
  • Since Inception: 10.85%

What is the portfolio composition of Franklin India Balanced Advantage Fund Direct-Growth?

Equity: 61.83%, Debt: 30.72%, Others: 7.45%.

Who manages Franklin India Balanced Advantage Fund Direct-Growth?

Franklin India Balanced Advantage Fund Direct-Growth is managed by Sandeep Manam from Franklin Templeton Mutual Fund.

What is the market-cap allocation of Franklin India Balanced Advantage Fund Direct-Growth?

Large Cap: 57.02%, Mid Cap: 18.85%, Small Cap: 24.13%.

Which are the top companies Franklin India Balanced Advantage Fund Direct-Growth has invested in?

  • Cash Margin – 16.85% of the fund's portfolio
  • Cash Margin – 16.49% of the fund's portfolio
  • Cash Margin – 16.49% of the fund's portfolio
  • Cash Margin – 15.85% of the fund's portfolio
  • Cash Margin – 15.85% of the fund's portfolio

Which are the major sectors Franklin India Balanced Advantage Fund Direct-Growth focuses on?

  • Unspecified – 170.74% of the fund's portfolio
  • Financial – 40.85% of the fund's portfolio
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