Franklin India Balanced Fund-Growth Plan
| Category: Balanced Funds Equity Oriented |
| Launch Date: 10-12-1999 |
| Asset Class: Mixed Asset |
| Benchmark: Crisil Balanced Fund Aggressive Index |
| Expense Ratio: 2.53% As on (31-03-2018) |
| Status: Open Ended Schemes(Balanced) for subscription |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 2,021.62 Cr As on (31-03-2018) |
| Turn over: 15,359% |
PERFORMANCE of Franklin India Balanced Fund-Growth Plan
Scheme Performance (%)
Data as on - 18-05-2018Yearly 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-Growth Plan
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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.
Riskometer
Key Performance and Risk Statistics of Franklin India Balanced Fund-Growth Plan
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Franklin India Balanced Fund-Growth Plan | 9.38 | 1.27 | -1.55 | 0.98 | 7.87 | 3.47 |
| Balanced Funds Equity Oriented | - | - | - | - | - | - |
PEER COMPARISION of Franklin India Balanced Fund-Growth Plan
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| Franklin India Balanced Fund-Growth Plan | 10-12-1999 | 8.1 | 11.64 | 8.53 | 15.14 | 11.09 |
| BOI AXA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH | 13-07-2016 | 22.09 | 0.0 | 0.0 | 0.0 | 0.0 |
| Principal Balanced Fund-Growth | 14-01-2000 | 14.87 | 21.78 | 14.28 | 16.74 | 10.69 |
| Axis Childrens Gift Fund - Lock in - Growth | 08-12-2015 | 12.66 | 11.27 | 0.0 | 0.0 | 0.0 |
| SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth | 31-12-1995 | 12.35 | 14.27 | 9.56 | 16.49 | 11.5 |
| IDFC DEF_Regular Plan_Growth | 10-10-2014 | 10.94 | 10.11 | 6.68 | 0.0 | 0.0 |
| Reliance Equity Hybrid Fund - Growth Plan | 08-06-2005 | 10.55 | 15.64 | 11.16 | 16.2 | 14.05 |
| MOFDYNAMIC - Regular Plan - Growth Option | 27-09-2016 | 9.63 | 0.0 | 0.0 | 0.0 | 0.0 |
| Sundaram Equity Hybrid Fund Regular Growth | 23-06-2000 | 9.49 | 15.24 | 9.59 | 10.71 | 7.95 |
| Canara Robeco Balance - Regular Plan - Growth | 01-02-1993 | 9.3 | 15.39 | 10.08 | 15.72 | 12.57 |
