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Franklin India Balanced Fund-Dividend Plan

Category: Balanced Funds Equity Oriented
Launch Date: 10-12-1999
Asset Class: Mixed Asset
Benchmark: Crisil Balanced Fund Aggressive Index
Expense Ratio: 2.5% As on (30-06-2017)
Status: Open Ended Schemes(Balanced) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,100.22 Cr As on (31-07-2017)
Turn over: 57.83
NAV as on


CAGR Since Inception


PERFORMANCE of Franklin India Balanced Fund-Dividend Plan

Scheme Performance (%)

Data as on - 18-04-2018

Yearly Performance (%)

Fund Managers

Mr. Sachin Padwal-Desai, Mr. Umesh Sharma, Mr. Lakshmikanth Reddy

Mr. Desai is a B.E and PGDM from IIM Bangalore. Prior to joining Sundaram Mutual Fund he has worked with ICICI Bank, Infosys Technologies and Thermax.

Investment Objective

The scheme seeks to achieve long-term capital appreciation with stability of investment and current income from a balanced portfolio of high quality equity and fixed-income securities.

RETURNS CALCULATOR for Franklin India Balanced Fund-Dividend Plan

Growth of 10000 In SIP (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.



Key Performance and Risk Statistics of Franklin India Balanced Fund-Dividend Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Franklin India Balanced Fund-Dividend Plan 9.38 1.27 -1.55 0.98 7.39 2.39
Balanced Funds Equity Oriented

PEER COMPARISION of Franklin India Balanced Fund-Dividend Plan

Data as on - 18-04-2018
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PORTFOLIO ANALYSIS of Franklin India Balanced Fund-Dividend Plan

Asset Allocation (%)

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