Research & DIY Experimentation Only: This site is for educational and informational purposes only. No assurance is provided on data correctness and it is not SEBI-registered investment advice.
MF_150481

Franklin India Balanced Advantage Fund- Growth- Direct

Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage

Back to Home
End Amount
₹14,753.10
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
9.82%
MF_150481 Return
Benchmark CAGR
7.82%
Nifty 50
Inflation Adj. CAGR
5.41%
Real Annualized Return
Alpha
0.03
Excess Return vs Benchmark
Beta
0.54
Volatility vs Benchmark
Sharpe Ratio
0.61
Risk-Adjusted Return
Sortino Ratio
0.92
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 55% 15% 26%
60 days 57% 11% 16%
90 days 58% 9% 11%
180 days 57% 6% 4%
1Yr 71% 3% 3%
3Yr 99% 2% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Franklin India Balanced Advantage Fund- Growth- Direct Nifty 50
30 days -18.6% | -35.6% | 12.6% | 72.4% 26.6% | -53.3% | 10.2% | 143.6%
60 days -26.4% | -25.3% | 11.6% | 50.3% -23.0% | -41.0% | 8.6% | 87.5%
90 days -20.2% | -19.1% | 11.2% | 41.5% -25.0% | -30.7% | 11.2% | 59.4%
1 Year -4.4% | -1.7% | 10.2% | 28.7% -10.0% | -8.2% | 9.7% | 31.1%
3 Years 9.0% | 8.6% | 13.4% | 15.3% 7.7% | 6.0% | 11.8% | 15.0%
5 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
7 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 3 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Dec. 16, 2024 May 10, 2025 145 days 6% Nifty 50: 10% 14713 13777 14792
Jan. 2, 2026 Aug. 1, 2026 211 days 8% Nifty 50: 15% 15509 14253 15597
Aug. 3, 2026 Oct. 30, 2026 88 days 7% Nifty 50: 10% 15597 14538 14753