FTFranklin Templeton MFGrowth

Franklin India Balanced Fund - Growth

hybridHybrid - Aggressive Hybrid FundBenchmark: CRISIL Hybrid 85+15 - Conservative Index
NAV · 08 Aug 2007₹40.56+1.52%
AUM₹44 Cr
Expense Ratio
CAGR
Exit Load0%
Min SIP
Launched

Investment Objective

to generate long term capital appreciation and current Income by creating a portfolio that is Invested both in equity and equity related securities and in fixed Income and money market securities.

Asset Allocation
Domestic Equity63.4%
Debt31.9%
Cash & Equivalents4.7%
Fund Managers
AR
Anand Radhakrishnan
Fund Manager
Key Information
₹5,000
0%
Nil
Inception
AMCFranklin Templeton MF
Top Holdings As of 30 Jun 2004
1Treasury BillG-Sec11.27%
2Power Grid Corporation of India LtdPower6.03%
3GOIG-Sec5.76%
4Indian Rayon & Industries LtdDiversified4.89%
5Current AssetsOthers4.69%
6State Bank Of IndiaBank4.55%
7Mahindra Satyam Ltd. (Amalgamated)IT4.38%
8Britannia Industries Ltd.FMCG4.19%
9Thermax Ltd.Capital Goods3.66%
10Maruti Suzuki India Ltd.Automobile & Ancillaries3.60%
Sector Allocation
G-Sec17.0%
Automobile & Ancillaries13.6%
Bank8.1%
Crude Oil6.9%
IT6.8%
FMCG6.3%
Power6.0%
Capital Goods5.9%
Diversified4.9%
Others4.7%
Construction Materials3.6%
Non - Ferrous Metals3.5%
Chemicals3.2%
Gas Transmission2.0%
Media & Entertainment2.0%
Other1.5%
Infrastructure1.4%
Finance1.2%
Logistics1.2%
Trailing Returns
PeriodReturns
1 Day+1.52%
Risk Metrics

Risk metrics are not available for this fund.

Fees
0%
Nil
₹5,000
Capital Gains Tax, general rules

This is a debt/other (non-equity-oriented) fund. For units acquired on or after 1 April 2023, gains are taxed at your applicable income-tax slab rate regardless of holding period, the earlier long-term/indexation treatment for debt funds was removed by the Finance Act 2023.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme