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Franklin India Balanced Fund (100550.BO)

YHD - YHD Delayed price. Currency in INR
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114.95-0.75 (-0.65%)
At close: 06:07PM EDT

Franklin India Balanced Fund

Franklin Templeton Asset Management (India) Privat

Indiabulls Finance Centre; Tower 2, 12th and 13th

Senapati Bapat Marg;

800-621-1675
Management information
Anand Radhakrishnan,Lead manager since 11 December 2006
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryModerate Allocation
Fund familyFranklin Templeton Asst Mgmt(IND)Pvt Ltd
Net assets3.99B
YTD return2.11%
Yield0.00%
Morningstar rating★★★★
Inception date9 Dec 1999

Fund operations

Last dividendN/A
Last cap gainN/A
Holdings turnover230.92%
Average for categoryN/A

Fees and expenses

Expense100550.BOCategory average
Annual report expense ratio (net)3.00%0.00%
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales load0.00%N/A
Max deferred sales load1.00%N/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A