Franklin India Balanced Advantage Fund marks 3rd anniversary with AUM crossing the Rs 2700 crore mark
by Prashant Kapadia/NHN
Mumbai, September 15, 2025 – Franklin India Balanced Advantage Fund, an open-ended dynamic asset allocation hybrid scheme from Franklin Templeton, is celebrating its third anniversary with a double milestone — crossing the Rs 2,700 crore assets under management (AUM) mark
Launched in September 2022, the fund has generated a return of 12.54% CAGR as on August 29, 2025 compared to 10.19% CAGR delivered by its benchmark, the NIFTY 50 Hybrid Composite Debt 50:50 Index. For investors, this means a lump sum investment of Rs 1 lakh at inception in the fund is now worth Rs 14.22 lakh, while a monthly SIP of Rs 10,000 since launch would have grown a total investment of Rs 3.6 lakh into Rs 4.27 lakh at the end of August 2025.
The fund is managed by an experienced team —Rajasa Kakulavarapu, Venkatesh Sanjeevi, Chandni Gupta, Anuj Tagra, Rahul Goswami, and Sandeep Manam.
Focused on long-term wealth creation
Highlighting the growth of hybrid funds, K. Rajasa, portfolio manager for Franklin India Balanced Advantage Fund mentioned, “the hybrid category has already become fairly large. As the market matures and investors understand their risk-return expectations based on life goals, I think this category will grow manifold from here.”
Franklin India Balanced Advantage Fund is suitable for investors seeking the long-term appreciation of capital with relatively lower volatility. “The Balanced Advantage Fund incorporates market valuations into our asset allocation strategy, allocating more to equity when markets are down and less when valuations are high, giving a boost to fund performance”, added K. Rajasa. The investment philosophy of the fund is to find companies with reasonable growth visibility over the medium to long term, available at palatable valuations.
The fund employs 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 participation across large-cap, mid-cap, and small-cap opportunities.
Easy access and strong management expertise
The scheme is accessible to investors with a minimum SIP of just Rs 500 per month and in multiples of Rs 1 thereafter.
In the current volatile environment driven by global trade uncertainties, Franklin India Balanced Advantage Fund could be suitable for investors seeking an avenue with long term growth potential with lower downside risk.
With its robust asset allocation framework, experienced fund management team and proven track record, Franklin India Balanced Advantage Fund continues to position itself as a preferred choice for investors seeking wealth creation with lower volatility.
About Franklin TempletonFranklin Templeton (India) is one of the largest foreign fund houses in the country. It manages mutual funds schemes catering to varied investor requirements and offering different investment styles to choose from. It has offices in 39 cities and Collection Centers in over 100 locations across the country.
Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in over 150 countries. Franklin Templeton’s mission is to help clients achieve better outcomes through investment management expertise, wealth management and technology solutions. Through its specialist investment managers, the company offers specialization on a global scale, bringing extensive capabilities in equity, fixed income, alternatives and multi-asset solutions. With more than 1,600 investment professionals, and offices in major financial markets around the world, the California-based company has over 77 years of investment experience and US$1.64 trillion in assets under management as of August 31, 2025.