Rating : N/A

Franklin India Balanced Advantage Fund Regular Growth

Hybrid

  

Balanced Advantage

NAV

10.0801-0.0143

(as on 07 Feb, 2023)

RETURNS

NA

Fund Type

Open Ended

Investment Plan

Growth

Expense Ratio

2%

Asset Size

986.38 Cr.

(As of 31 Dec, 2022)

Benchmark

Nifty 50 Hybrid Composite Debt 50:50

Riskometer

Investors understand that their principal will be at Risk.

Objective

The Scheme intends to generate long-term capital appreciation and income generation by investing in a dynamically managed portfolio of equity & equity related instruments and fixed income and money market instruments. There can be no assurance that the investment objective of the scheme will be realized.

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Fund manager

Sachin Padwal-Desai

Exit load

1 %

(If redeemed within 365 days)

Minimum sip

₹1000

Minimum investment

₹5000

Top Holdings

This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.

Company

Assets

Nifty Index Future - 25-Jan-23

16.45%

7.38% Govt Stock 2027

6.90%

HDFC Bank Ltd

6.12%

ICICI Bank Ltd

4.77%

Sector Allocation

About the Scheme Type

Balanced Advantage Funds are open ended dynamic asset allocation funds which dynamically invest in the debt and equity part of the corpus as per the market conditions. The waythis works is if the market is very high or overvalued, they’ll have lower equity exposure and if the market is undervalued or rightly-priced, they’ll increase their equity exposure. The fund aims to benefit from the market fluctuations and give attractivereturns to the investors.

Ratings

This fund is rated 0 stars by Morning Star Ratings.

N/A

Overview of Franklin Templeton Asst Mgmt(IND)Pvt Ltd

Since 1947, our firm has been dedicated to delivering exceptional asset management for institutional, retail, and high-net-worth clients. Franklin Templeton's association with India dates back to over 2 decades as an investor. As part of the group's major thrust on investing in markets around the world, the India office was set up in 1996 as Templeton Asset Management India Pvt. Limited. It flagged off the mutual fund business with the launch of Templeton India Growth Fund in September 1996, and since then the business has grown at a steady pace.

At Franklin Templeton Mutual Fund, we understand that the strength of our business relationships is a key point of differentiation for us as a company, along with the trust that our business partners and clients have in us. Throughout the Franklin Templeton Mutual Fund’s history, a strong commitment to corporate values has guided our decision making and has been a roadmap for our success.

These values, and our unique perspective, help us achieve our mission by offering high quality investment solutions, providing outstanding service, and attracting, motivating and retaining talented people. They also help to create a “culture of compliance.” Franklin Templeton Mutual Fund’s core values include

  • Putting clients first
  • Building relationships
  • Working with integrity
  • Seeking to achieve quality results