HybridDynamic Asset Allocation or Balanced AdvantageDirect · Growth
Franklin India Balanced Advantage Fund- Growth- Direct
Franklin Templeton · Scheme 150481
₹15.53▼ 0.43%NAV · 2026-08-05
Strong FundScore
AUM
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Expense ratio
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3Y CAGR
11.4%
Risk (SEBI)
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Min SIP
—
Benchmark
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NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +0.73% |
| 3 Months | +2.92% |
| 6 Months | +1.45% |
| 1 Year | +3.31% |
| 3 Years (CAGR) | +11.37% |
| 5 Years (CAGR) | — |
| 10 Years (CAGR) | — |
| Since Launch | +11.92% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns37
Consistency100
Risk-adjusted54
Downside protection100
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Beat category: beat category in 81% of windows
- ✓ Volatility: 7% annualised
- ✓ Max drawdown: -8%
- ✓ Direct plan: no distributor commission
What to watch
- • 1Y return: +3.3%
- • 1Y return vs category: -1.0% vs category avg
Risk metrics
Sharpe ratio
0.77
Sortino ratio
1.01
Volatility
6.87%
Max drawdown
-8.10%
Downside capture
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SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.