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Franklin India Balanced Advantage Fund(IDCW)
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.45 | 39.78 | 2.21 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.31 | 41.96 | 1.38 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| BenchmarkBenchmark |
|---|
| NIFTY 50 Hybrid Composite Debt 50:50 Index |
About Dynamic Asset Allocation Fund
Dynamic asset allocation funds invest across various sector including stocks, bonds, real estate and other equity funds. It can be most suited fund in case of uncertain market. They are less riskier as compared to other equity funds.
Peers & Comparison
HybridDynamic Asset Allocation Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Franklin India Balanced Advantage Fund(IDCW) | 12.71% | — | 14.86% |
| Edelweiss Balanced Advantage Fund(M-IDCW) | 9.25% | 5.22% | 14.61% |
| DSP Dynamic Asset Allocation Fund(M-IDCW Reinv) | 11.17% | 6.79% | 4.56% |
| UTI Balanced Advantage Fund(IDCW) | 14.34% | — | 15.97% |
Price Comparison
Compare Franklin India Balanced Advantage Fund(IDCW) with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
- HDFC Bank Ltd3M change : 0.92 %
Holdings
6.29 %
0.92 % - ICICI Bank Ltd3M change : 0.04 %
Holdings
4.48 %
0.04 % - Infosys Ltd3M change : -0.28 %
Holdings
3.29 %
-0.28 %
AMC Profile
Franklin Templeton Investments began its operations in India back in 1996 under the name Templeton Asset Management India Pvt. Ltd. The trust, Franklin Templeton Mutual Fund, is registered with SEBI under the registration number MF/026/96/8.
No.of Schemes
36
Total AUM
₹ 1,13,762.82 Cr.
Fund Manager Profile
Rajasa Kakulavarapu
AUM: ₹36,340.30 Cr.
|
Exp: 13yrs
Venkatesh Sanjeevi
AUM: ₹29,833.66 Cr.
|
Exp: 5yrs
Chandni Gupta
AUM: ₹8,150.48 Cr.
|
Exp: —
Rahul Goswami
AUM: ₹6,046.51 Cr.
|
Exp: 17yrs
Manager Performance (0)
Tax Implications
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Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%