Franklin Balanced Advantage Fund Crushes It With 13% CAGR Over 2 Years
Franklin's balanced approach just schooled traditional funds—racking up serious gains while others played it safe.
Consistent Performance Engine
That 13% compound annual growth rate isn't just a number—it's a two-year masterclass in risk-managed returns. The fund's strategy blends equity and debt exposure, dynamically adjusting to market conditions instead of clinging to rigid allocations.
Market-Proof Methodology
While crypto volatility makes headlines, this fund quietly demonstrates that disciplined rebalancing and hedging strategies can deliver stability alongside growth. No wild swings—just steady compounding that would make any HODLer reconsider their portfolio mix.
Traditional finance still has tricks up its sleeve—even if most fund managers would rather collect fees than actually outperform.
Investor returns
A lump sum investment of ₹1 lakh at inception in the fund will be worth ₹14.22 lakh, while a monthly SIP of ₹10,000 since launch WOULD have grown a total investment of ₹3.6 lakh into ₹4.27 lakh as of August-end.
K Rajasa, portfolio manager, Franklin India Balanced Advantage Fund, said the hybrid category has already become fairly large and will grow substantially as the market matures and investors understand their risk-return expectations.
“The Balanced Advantage Fund incorporates market valuations into asset allocation strategy, allocating more to equity when markets are down and less when valuations are high, giving a boost to fund performance, he added.
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.
Published on September 15, 2025
