Franklin India Balanced Advantage Fund, Launched in September 2022, Has Delivered 13% Cagr Over Two Years, Outperforming Its Benchmark.

Franklin India Balanced Advantage Fund, An Open-Ended Dynamic Asset Allocation Hybrid Scheme, Has Delivered A Compounded Annual Growth of 13 per cent in the last two year against 10 per cent lasts Benchmark, The Nifty 50 Hybrid Composite Debt 50:50 Index.

Launched in September 2022, the fund has an asset under management of ₹ 2,700 Crore.

Investor returns

A lump sum investment of ₹ 1 Lakh at Inception in the fund will be what ₹ 14.22 lakh, while a monthly sip of ₹ 10,000 Since Launch Today A Total Investment of ₹ 3.6 Lakh INTO ₹ 4.27 Lakh. August-end.

K Rajasa, Portfolio Manager, Franklin India Balanced Advantage Fund, Said the Hybrid Category has alredy balance fairly large and will grow subStantily as the Market MARKET MARKET MARKET MATUSST MARKET MARKET MARKET MARKET MARKET MARKET MARKET MARKET MARKET MARKET MARKET MARKET MARKET MARKET Risk-Return Expectations.

“The Balanced Advantage Fund incorporates Market Valuations Into Asset Allocation Strategy, allocating more to equity when markets are down and less were Valuations are High, Giving A Boost to Fund percent, hee added.

The fund employees a proprietary asset allocation model that blends Qualitative Fundamentals with Quantitative Valuation Parameters to Dynamically Adjust Between Equity and Debt.

The fund looks at the nse 500 Trailing price-to-earnings and price-to-book multiples, Taking an average to Arrive at the equity allocation quantitatively.

Within equities, the fund adopts a flexi-cap approach, ENSURING PARTISS LARGE-CAP, MID-CAP, and Small-Cap Oportunities.

Published on September 15, 2025