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HybridDynamic Asset Allocation or Balanced AdvantageDirect · Growth

Franklin India Balanced Advantage Fund- Growth- Direct

Franklin Templeton · Scheme 150481

15.56 0.09%NAV · 2026-09-18
71
Strong FundScore
Start SIP
AUM
₹2,834 cr
Expense ratio
0.76%
3Y CAGR
11.5%
Risk level
Moderate
Min SIP
₹500
Benchmark
CRISIL Hybrid 50+50 - Moderate Index
Fund manager: Sandeep ManamExit load: Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
Strong · 71/100

A high-quality fund that scores well on the factors that matter.

🎯 A middle-ground option — some growth with a cushion, good for moderate risk appetite.

📈 Why it could do well

  • Very consistent — delivers dependably across market cycles, ideal for SIPs.
  • Protects capital well — worst-ever fall was only 8%.
  • Positive 3Y windows: 100% of rolling 3Y windows positive
  • Beat category: beat category in 82% of windows
  • Volatility: 7% annualised

📉 What could drag it down

  • 1Y return: +3.2%
  • 1Y return vs category: -1.8% vs category avg

FundScore breakdown

71/100 · Strong
How it works →
37
Returns
Weak
100
Consistency
Excellent
54
Risk-adjusted
Average
100
Downside protection
Excellent
80
Cost efficiency
Excellent
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.