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Franklin India Balanced Advantage Fund-Reg(G)

+6.1%
(1Y CAGR)
HybriddotDynamic Asset AllocationdotHigh
Fund Type

Scheme Details

NAV21 Jul 2025
14.4
AUM01 Jun 2025

2,738 Cr.

52 week high (NAV)27 Jun 2025
14.5
52 week low (NAV)28 Feb 2025
13.2
Inception date2022-09-06
Lock-in period

None

Minimum SIP500
Minimum Lumpsum5,000
Exit load info
NIL
Benchmark IndexNIFTY 50 Hybrid Composite Debt 50:50 Index

Debt Quants

Average maturity
4.2 years
Modified duration
2.9 years
Yeild to maturity
7.0%
Potential risk class
N.A
KEY RATIOSinfo
Alpha0.24
Beta0.49
Standard Deviation1.81%
Sharpe Ratio0.34

Asset Allocation

InstrumentsRatingHoldings
Instruments (0)Allocation

Peer Comparison

Name1Y ReturnVR Rating1Y Rank3Y Rank5Y RankAlphaNAV(₹)

Fund Managers

Rajasa Kakulavarapu2022-08-16 - Present
Venkatesh Sanjeevi
Chandni Gupta
Rahul Goswami
Franklin India Balanced Advantage Fund-Reg(G) was launched on 2022-09-06 by Franklin Templeton Mutual Fund. It is a Hybrid - Equity Oriented with an AUM of 2738crore. The latest NAV is 14.44, as of 2025-07-21. The Franklin India Balanced Advantage Fund-Reg(G) is rated as None. The minimum SIP amount for the Franklin India Balanced Advantage Fund-Reg(G) is 500 and the minimum lumpsum amount is 5000.
personal

+91

Frequently Asked Questions

To invest a lumpsum amount in Franklin India Balanced Advantage Fund-Reg(G) with Ventura: Access the Mutual funds section by logging in to Ventura through your browser/mobile app Select Franklin India Balanced Advantage Fund-Reg(G) from the list, the amount to be invested & make the payment.

To start a SIP (Systematic Investment Plan) in Franklin India Balanced Advantage Fund-Reg(G) with Ventura: Access the Mutual funds section by logging in to Ventura through your browser/mobile app Select Franklin India Balanced Advantage Fund-Reg(G) from the list, the amount to be invested & date of deduction. Pay the first instalment towards your SIP. Set the autopay mandate to enable regular investment of future SIP instalments, directly from your bank account. And you're done. Note: Remember to keep your bank account funded with the amount for regular SIPs for your mutual fund investment in Franklin India Balanced Advantage Fund-Reg(G).

It will take up to one trading day for the invested Franklin India Balanced Advantage Fund-Reg(G) units to reflect in your portfolio. For example, If you have made the investment in Franklin India Balanced Advantage Fund-Reg(G) on Monday before the cut-off time, the units will be allotted to you by Tuesday or the next working day if it is followed by a holiday. The NAV (Net Asset Value) for the units allotted will be as of the day you place your trades.

Yes, mutual funds can be bought or redeemed after market hours through the Ventura web platform or mobile application. However, the execution of these orders depends on the mutual fund's cutoff time for processing transactions.