Franklin India Balanced Advantage Fund Direct Growth

Scheme code: INF090I01WQ5 NAV value: ₹ 14.5351 NAV date: 19 March, 2026 TER: 0.51%

Fund option: Direct Fund type: Growth

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	2.81	29.72	14.46	16.03	11.09
3 year	13.04	15.58	14.67	14.58	13.61

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	16.03
3 year	6.28	30.95	15.04	14.58
5 year	8.38	26.02	14.22
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	16.03
3 year	6.56	19.64	13.57	14.58
5 year	9.22	12.29	10.75

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	16.03
3 year	7.68	21.49	15.06	14.58
5 year	10.37	13.5	11.93

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	16.03
3 year	8.04	32.03	17.81	14.58
5 year	8.18	28.64	15.34
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,82,364 - Absolute Returns: ₹82,364 - CAGR: %

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹43,06,946 - Absolute Returns: ₹7,06,946 - CAGR: %

Max Drawdown

-6.36 %

Drawdown Duration

2 months

Recovery Time

2 months

Avg Drawdown

-1.04 %

1 Y

2.5208

3 Y

2.2927

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	0.09	0.51	53.5	49.3	5.32 %	4.00 %
3 years	4.57	0.47	52.2	41.6	13.32 %	11.28 %
5 years	1.76	0.47	51.7	41.9	7.85 %	5.63 %
7 years	0.23	0.47	51.7	41.9	5.55 %	3.99 %
10 years	-0.90	0.47	51.7	41.9	3.85 %	2.78 %
12 years	-1.33	0.47	51.7	41.9	3.20 %	2.31 %
15 years	-1.76	0.47	51.7	41.9	2.55 %	1.84 %