Archive · 16 Sep 2025
Franklin India Fund Celebrates 3 Years, Surpasses ₹2,700 Crore AUM
The Franklin India Balanced Advantage Fund is celebrating its third birthday!
If you put in ₹10,000 every month since it started, your money has grown to ₹4.27 lakh.
If you put in a lump sum of ₹1 lakh, it would have grown to ₹1.42 lakh.
The fund invests in different assets to try and earn money for you.
The fund aims for long-term growth with the help of an experienced team.
Franklin India Balanced Advantage Fund has reached over ₹2,700 crore in assets under management.
The fund launched in September 2022.
The fund's CAGR is 12.54% as of August 29, 2025, outperforming its benchmark.
₹1 lakh invested at launch has grown to ₹1.42 lakh.
₹10,000 monthly SIP since launch has grown to ₹4.27 lakh.
- Who
- Franklin India Balanced Advantage Fund
- What
- Surpassed ₹2,700 crore AUM; ₹10,000 monthly SIP grew to ₹4.27 lakh in 3 years
- When
- Launched in September 2022; Performance as of August 29, 2025
- Where
- Not Specified
- Why
- Fund uses dynamic asset allocation to balance equity and debt based on market valuations, aiming for long-term capital appreciation.
Positive Outlook
Investment Considerations
Market Volatility
Positive Outlook
Fund aims to mitigate downside risk in volatile markets.
Investment Considerations
Fund's long-term performance may be affected by market volatility.
- Fund Name
- Franklin India Balanced Advantage Fund
- AUM
- ₹2,700 crore
- CAGR (as of Aug 29, 2025)
- 12.54%
- Benchmark CAGR
- 10.19%
- Lump Sum Growth (3 years)
- ₹1.42 lakh (₹1 lakh invested)
- SIP Growth (3 years)
- ₹4.27 lakh (₹10,000/month)
- Launch Date
- September 2022
