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Franklin India Balanced Advantage Fund
Franklin Templeton·
Dynamic Asset Allocation or Balanced Advantage
1Y
-1.87%
3Y
+11.42%
5Y
-
Since Inception
+10.96%
Sharpe
0.59
Sortino
0.87
Max Drawdown
-8.10%
Volatility
7.68%
Alpha
+4.02%
Beta
1.00
Info Ratio
1.30
Up / Down Capture
116 / 75
NAV (last ~1 year)
Fund details
AMCFranklin Templeton
Fund manager-
Data from2022-09-06
AUM₹2.8K Cr (January - March 2026)
Expense ratio (Direct)0.70%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Dynamic Asset Allocation or Balanced Advantage
1Y
#22 of 37
Top 59%
3Y CAGR
#12 of 30
Top 40%
5Y CAGR
-
Sharpe
#5 of 36
Top 14%