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Franklin India Balanced Advantage Fund Direct dividend payout
Hybrid • Dynamic • Direct dividend payout
Average credit rating
AAA (Highest)
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Dynamic
Direct dividend payout
Launched On
06 Sep 2022
3.4 years ago
Lock-in Period
No lock-in
NAV
as of 13 Feb 2026
₹13.71
-0.6841% (0.00)
AUM
₹2,850 Cr
Expense ratio
0.49%
Benchmark
Fund Plan
Annually
Tax info and exit load
Taxes
Units held less than 3Y
As per tax slab
Units held more than 3Y
20%
Exit Load
If units sold before 1Y
1%
If units sold after 1Y
0%
Distribution
Asset split
Market capital
Equity54.65%
Debt30.54%
Cash14.81%
What's in this fund?
Credit Rating
Sectors
Holdings
Financial Services
Industrials
Consumer Cyclical
Technology
Communication Services
Fund House
Franklin Templeton
Inc: 01 Dec 1993 • Total AUM: ₹1,22,708 Cr • Rank #17Franklin Templeton Mutual Fund, started in 2004, has Franklin Templeton India as its sponsor. The fund house is headed by Sanjay Sapre as the CEO. As of 31 March 2024, it has an AUM of ₹95,924 Cr. It functions under the holding company Templeton Asset Management India Pvt. Limited.
Fund Managers
Sandeep Manam
Experience: 32.21 yrs • Total AUM: 6,46,278 Cr
Rajasa Kakulavarapu
Experience: 4.43 yrs • Total AUM: 2,61,189 Cr
Rahul Goswami
Experience: 9.56 yrs • Total AUM: 1,38,172 Cr
Chandni Gupta
Experience: 9.56 yrs • Total AUM: 1,41,535 Cr
Anuj Tagra
Experience: 3.10 yrs • Total AUM: 72,478 Cr
Venkatesh Sanjeevi
Experience: 4.31 yrs • Total AUM: 1,96,135 Cr
Risk
Category risk
High
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.