Balanced Advantage
Fund Type
Open Ended
Investment Plan
Dividend Payout
Expense Ratio
2%
Asset Size
1308.21 Cr.
(As of 31 Aug, 2023)
Benchmark
Nifty 50 Hybrid Composite Debt 50:50
Riskometer
Investors understand that their principal will be at Risk.
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.
Fund manager
Sachin Padwal-Desai
Exit load
1 %
(If redeemed within 365 days)Minimum sip
₹0
Minimum investment
₹5000
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.
Nifty Index Future - 29-June-23
9.37%
7.38% Govt Stock 2027
6.19%
ICICI Bank Ltd
5.53%
HDFC Bank Ltd
5.48%
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.
This fund is rated 0 stars by Morning Star Ratings.
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