Franklin India Balanced Advantage Fund
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4–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation7.2%
Sharpe Ratio0.06
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Cash Offset For DerivativesUtilities18.93%
HDFC Bank LtdFinancial Services6.84%
Call, Cash & Other AssetsUtilities5.20%
ICICI Bank LtdFinancial Services5.02%
Bharti Airtel LtdServices3.38%
Reliance Industries LtdEnergy & Infra3.34%
Larsen & Toubro LtdCapital Goods3.18%
Infosys LtdTechnology2.94%
Axis Bank LtdFinancial Services2.75%
Small Industries Development Bank Of IndiaUtilities2.55%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.94%
Exit Load1
Regulatory & Tax Information
INF090I01WN2
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)