Franklin India Balanced Advantage Fund-Dir (G) logo

Franklin India Balanced Advantage Fund Direct Growth

Hybrid |

Dynamic Asset Allocation or Balanced Advantage

NAV ₹15.47 as on 17 Nov 2025

RiskVery High

Fund Size₹2,840.66Cr

NAV₹15.47 as on 17 Nov 2025
RiskVery High
Fund Size₹2,840.66Cr

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Investment Details
Top Rated Funds

Lock-in

No Lock-in

Min One Time Amount

₹5,000

Min Withdrawal Amount

₹-

Min SIP Amount

₹500

Min Additional Amount

₹1,000

Exit Load

Upto 10% of the units may be redeemed without any exit load within 1 year from the date of allotment. 1.00% - If redeemed on or before limit shall be 1 year from the date of allotment Nil - If redeemed after 1 year from the date of allotment.

Basic Details

Age

3 years 2 months (Since Sep 06, 2022)

Return since Launch

14.62%

Expense ratio

0.47%

Type

OPEN

AUM (Fund Size)

₹2,840.66

Risk Grade

Very High

Benchmark

Nifty 50 Hybrid Composite Debt 50:50 Index

Calculate Your Returns
Select Duration
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Returns
Total investment of ₹2,40,000
Would have become ₹61,949 (+209.74%)
Fund Manager

Name:

Rajasa Kakulavarapu

Experience:

She is responsible for equity research support and fund management. (Based at Chennai) Prior Assignments:  Franklin Templeton Asset Management (India) Pvt. Ltd. (Since 2016 till date): AVP/Senior Research Analyst.  Jefferies India Pvt. Ltd. (June 2011 to March 2016)  Credit Suisse Securities (India) Pvt. Ltd. (May 2008 to June 2011)

Asset Allocation

Jubilant Bevco 4.45%

Net CA & Others 3.51%

Jubilant Beverag 2.92%

Bharti Telecom 2.17%

Poonawalla Fin 1.83%

Summit Digitel. 1.82%

Uttarakhand 2032 7.30 1.61%

Embassy Off.REIT 1.60%

REC Ltd 1.38%

Power Fin.Corpn. 1.12%

JAMMU & KASHMIR 2042 7.82 1.12%

Kotak Mahindra P 0.96%

N A B A R D 0.95%

Credila Fin 0.94%

LIC Housing Fin. 0.93%

GSEC2065 0.91%

Karnataka 2032 0.90%

GSEC2026 0.88%

Margin on Derivatives 0.80%

Andhra Pradesh 2038 0.74%

GSEC2028 0.73%

India Infra Fin 0.38%

S I D B I 0.36%

GSEC2027 0.18%

RAJASTHAN 2043 0.03%

Chhattisgarh 2037 0.02%

West Bengal 2038 0.02%

Kerala 2040 0.01%

See All
Scheme Holding Summary

Banks

Telecom-Service

Debt Others

Jubilant Bevco Ltd

4.45%

Jubilant Beverages Ltd

2.92%

Bharti Telecom Ltd

2.17%

Summit Digitel Infrastructure Ltd

1.82%

REC Ltd

1.38%

Kotak Mahindra Prime Ltd

0.96%

National Bank for Agriculture & Rural Development

0.95%

Credila Financial Services Ltd

0.94%

India Infrastructure Finance Company Ltd

0.38%

Small Industries Development Bank of India Ltd

0.36%

Refineries

Infrastructure Developers & Operators

Gas Distribution

IT - Software

Cement

E-Commerce/App based Aggregator

Healthcare

Govt. Securities

Steel

Pharmaceuticals

Power Generation & Distribution

NTPC Ltd

1.40%

CESC Ltd

0.81%

Insurance

Alcoholic Beverages

Aerospace & Defence

Automobile

Quick Service Restaurant

Consumer Durables

FMCG

Air Transport Service

Derivatives - Index

Finance

Agro Chemicals

Auto Ancillaries

Capital Goods-Non Electrical Equipment

Retail

Hotels & Restaurants

Miscellaneous

Chemicals

Telecom Equipment & Infra Services

Realty

Readymade Garments/ Apparells

Stock/ Commodity Brokers

See All
RiskometerLevel of risk in the scheme
Moderate
High
Low
Very
High

Your investment will be at Very High Risk

Fund house & investment objective
Rank (total assets)#18 in India
Total AUM₹1,23,581.15Cr
Date of Incorporation06 Oct 1995
Franklin India Balanced Advantage Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Franklin Templeton Mutual Fund. This scheme was made available to investors on 06 Sep 2022. The fund currently has an Asset Under Management(AUM) of ₹1,23,581.15 Cr and the Latest NAV as of 17 Nov 2025 is ₹15.47.
The Franklin India Balanced Advantage Fund Direct Growth is rated Very High. Minimum SIP Investment is set to ₹500 . Minimum Lumpsum Investment is ₹5,000. Exit load of Upto 10% of the units may be redeemed without any exit load within 1 year from the date of allotment. 1.00% - If redeemed on or before limit shall be 1 year from the date of allotment Nil - If redeemed after 1 year from the date of allotment..
...Read more
Returns and Rankings

Category: Hybrid Dynamic Asset Allocation or Balanced Advantage

1Y3Y5YAll
Fund returns8.95%4.67%-4.65%
Category average7.19%4.03%2.38%-
Rank within category19520-

FAQ’s

What kind of returns does Franklin India Balanced Advantage Fund Direct Growth provide?

Franklin India Balanced Advantage Fund Direct Growth has given a return of 14.66% in the past 3 years.

What is the expense ratio charged by Franklin India Balanced Advantage Fund Direct Growth?

The Expense Ratio charged by Franklin India Balanced Advantage Fund Direct Growth is 0.47%.

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

The AUM size of Franklin India Balanced Advantage Fund Direct Growth is ₹2,840.66Cr.

What is the minimum SIP amount that you can invest in Franklin India Balanced Advantage Fund Direct Growth?

₹500 is the minimum SIP amount that you can invest in Franklin India Balanced Advantage Fund Direct Growth .

What are the top stock holdings of Franklin India Balanced Advantage Fund Direct Growth?

The top stock holdings of Franklin India Balanced Advantage Fund Direct Growth include , HDFC Bank Ltd , ICICI Bank Ltd , Axis Bank Ltd and State Bank of India.

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Get started with us today and
start building your wealth journey

*By clicking, I agree to the T&C and Whatsapp updates.