Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
Franklin Balanced Advantage (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Sep
Top holdings
Cash Offset For Derivatives
16.5%
HDFC Bank Ltd
6.7%
ICICI Bank Ltd
5.5%
Jubilant Bevco Limited - NCD & Bonds
4.5%
Call, Cash & Other Assets
4.4%
Bharti Airtel Ltd
4.3%
Larsen & Toubro Ltd
3.2%
Reliance Industries Ltd
3.1%
Jubilant Beverages Limited - NCD & Bonds
2.9%
Infosys Ltd
2.9%
Top industry exposure
Financial Services
20.2%
Consumer Cyclical
8.7%
Industrials
7.4%
Technology
5.0%
Communication Services
4.8%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
333%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund 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.