hybridModerate risk

Franklin India Balanced Advantage Fund - Direct Plan - Growth

Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds. From Franklin Templeton Mutual Fund. It's been running since 6 Sep 2022.

Latest price per unit

₹15.4765

▲ 0.08% today

As of 4 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.03 L

▲ ₹2.9k gain · 2.9% / year

Invested 3 years ago

₹1.35 L

▲ ₹34.8k gain · 10.5% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

7.2%

The value swings roughly 7% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-8.10%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year2.95%

CAGR — 3 years10.47%

CAGR — 5 years—

CAGR — since launch11.55%

Volatility — 1 year (annualised)8.09%

Volatility — 3 years (annualised)7.20%

Max drawdown — 1 year-8.10%

Max drawdown — 3 years-8.10%

Sharpe ratio — 1 year (rf=6%)-0.37

Sharpe ratio — 3 years (rf=6%)0.58

Fund info

Fund house: Franklin Templeton Mutual Fund
Category: Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage
Plan: Direct
Option: Growth
ISIN (Growth): INF090I01WQ5
ISIN (Div re-invest): —
Fund code: 150481
First price on record: 6 Sep 2022 · 984 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.