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3 Best Balanced Funds by Franklin Templeton Mutual Fund 2019

Updated on June 17, 2019 , 140 views

Franklin India Balanced Fund invests in both equities and debt instruments. About 65% of the portfolio consists of equities and balanced is invested in fixed income securities. It gives an opportunity for investors to balance between growth and stability.

The fund house maintains a diversified portfolio of equities to achieve long-term growth combined with a money market instrument to act as a cushion to the volatility in equities. Thus, investors who wish to add balanced funds in their portfolio can invest in schemes offered by Franklin Templeton Mutual Fund.

You can select schemes from the below-listed top 3 best balanced funds by Franklin Templeton Mutual Fund. These funds have been shortlisted by undertaking certain important criteria like AUM, NAV, past performances, etc.

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Why Invest in Franklin Mutual Fund?

Assurance

Franklin Templeton Mutual Fund has a glowing history of over two decades. Over the years, it has always looked after the best interests of the investors.

Tax Benefits

The company schemes offer the option to reduce taxable income thus, saving tax. Franklin India Tax Shield is one such scheme.

Expert Market Eye

The company has a keen eye for spotting high potential shares which are hidden in the market. It is also an expert in finding funds with low volatility.

Risk Management

Franklin Templeton Mutual Fund aims at cutting down the risk factor by seeking discounted undervalued stocks.

Best Franklin Templeton Balanced Mutual Funds

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	Sub Cat.
Franklin India Equity Hybrid Fund Growth	₹119.974 ↓ -0.09	₹1,978	0.2	3.6	3.9	8.4	11.3	Hybrid Equity
Franklin India Debt Hybrid Fund Growth	₹56.136 ↓ -0.02	₹333	1.9	3.6	6.4	6.7	8.2	Hybrid Debt
Franklin India Multi - Asset Solution Fund Growth	₹12.4674 ↓ -0.02	₹30	0.5	2.9	3.1	5.1		Dynamic Allocation
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Jun 19

1. Franklin India Equity Hybrid Fund

(Erstwhile Franklin India Balanced Fund)

The fund aims to provide long term capital appreciation and current income by investing in equity and equity related securities and high quality fixed income instruments.

Franklin India Equity Hybrid Fund is a Hybrid - Hybrid Equity fund was launched on 10 Dec 99. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.6% since its launch. Ranked 16 in Hybrid Equity category. .

Below is the key information for Franklin India Equity Hybrid Fund

Franklin India Equity Hybrid Fund Growth
Launch Date	10 Dec 99
NAV (19 Jun 19)	₹119.974 ↓ -0.09 (-0.07 %)
Net Assets (Cr)	₹1,978 on 30 Apr 19
Category	Hybrid - Hybrid Equity
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.48
Sharpe Ratio	0.12
Information Ratio	-1.26
Alpha Ratio	-1.98
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 May 14	₹10,000
31 May 15	₹13,535
31 May 16	₹13,945
31 May 17	₹15,971
31 May 18	₹17,339
31 May 19	₹18,128

Franklin India Equity Hybrid Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518 Invest Now

Returns for Franklin India Equity Hybrid Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Jun 19

Duration	Returns
1 Month	1.9%
3 Month	0.2%
6 Month	3.6%
1 Year	3.9%
3 Year	8.4%
5 Year	11.3%
10 Year
15 Year
Since launch	13.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009

Fund Manager information for Franklin India Equity Hybrid Fund

Name	Since	Tenure
Sachin Padwal-Desai	8 Aug 06	12.57 Yr.
Umesh Sharma	2 Jul 10	8.67 Yr.
Srikesh Nair	4 Jun 18	0.74 Yr.
Lakshmikanth Reddy	2 May 16	2.83 Yr.
Krishna Natarajan	1 Jan 19	0.16 Yr.

Data below for Franklin India Equity Hybrid Fund as on 30 Apr 19

Asset Allocation

Asset Class	Value
Cash	1.98%
Equity	69.88%
Debt	26.86%
Other	1.27%

Equity Sector Allocation

Sector	Value
Financial Services	22.56%
Consumer Cyclical	10.75%
Basic Materials	7.42%
Energy	6.05%
Utility	5.6%
Technology	4.72%
Consumer Defensive	4.56%
Health Care	2.91%
Real Estate	2.01%
Communication Services	1.6%
Industrials	1.57%

Debt Sector Allocation

Sector	Value
Corporate	15.86%
Government	11.01%
Cash Equivalent	1.98%

Credit Quality

Rating	Value
AA	71.58%
AAA	28.42%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Axis Bank Ltd (Financial Services) Equity, Since 30 Jun 14 \| 532215	8%	₹153 Cr	2,000,862
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 07 \| HDFCBANK	6%	₹115 Cr	494,434
Hinduja Leyland Finance Limited Debentures \| -	5%	₹91 Cr	900
Export-Import Bank Of India Debentures \| -	4%	₹88 Cr	900
Coastal Gujarat Power Limited Debentures \| -	4%	₹70 Cr	700
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 May 04 \| KOTAKBANK	3%	₹64 Cr	459,760
Hindalco Industries Ltd (Basic Materials) Equity, Since 31 May 17 \| HINDALCO	3%	₹63 Cr	3,044,188
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| ICICIBANK	3%	₹61 Cr	1,506,302
Infosys Ltd (Technology) Equity, Since 29 Feb 12 \| INFY	3%	₹57 Cr	763,784
Grasim Industries Ltd (Basic Materials) Equity, Since 31 May 16 \| GRASIM	3%	₹54 Cr	600,350

2. Franklin India Debt Hybrid Fund

(Erstwhile Franklin India Monthly Income Plan - Plan A)

The investment objective of the scheme is to provide regular income through a portfolio of predominantly high quality fixed income securities with a maximum exposure of 20% to equities.

Franklin India Debt Hybrid Fund is a Hybrid - Hybrid Debt fund was launched on 28 Sep 00. It is a fund with Moderate risk and has given a CAGR/Annualized return of 9.7% since its launch. Ranked 35 in Hybrid Debt category. .

Below is the key information for Franklin India Debt Hybrid Fund

Franklin India Debt Hybrid Fund Growth
Launch Date	28 Sep 00
NAV (19 Jun 19)	₹56.136 ↓ -0.02 (-0.03 %)
Net Assets (Cr)	₹333 on 30 Apr 19
Category	Hybrid - Hybrid Debt
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderate
Expense Ratio	2.28
Sharpe Ratio	0.41
Information Ratio	-1.15
Alpha Ratio	-2.29
Min Investment	20,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 May 14	₹10,000
31 May 15	₹11,797
31 May 16	₹12,453
31 May 17	₹13,720
31 May 18	₹14,251
31 May 19	₹15,180

Franklin India Debt Hybrid Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357 Invest Now

Returns for Franklin India Debt Hybrid Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Jun 19

Duration	Returns
1 Month	1.6%
3 Month	1.9%
6 Month	3.6%
1 Year	6.4%
3 Year	6.7%
5 Year	8.2%
10 Year
15 Year
Since launch	9.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009

Fund Manager information for Franklin India Debt Hybrid Fund

Name	Since	Tenure
Sachin Padwal-Desai	2 Jul 10	8.67 Yr.
Umesh Sharma	2 Jul 10	8.67 Yr.
Srikesh Nair	1 Dec 15	3.25 Yr.
Lakshmikanth Reddy	2 May 16	2.83 Yr.
Krishna Natarajan	1 Jan 19	0.16 Yr.

Data below for Franklin India Debt Hybrid Fund as on 30 Apr 19

Asset Allocation

Asset Class	Value
Cash	7.75%
Equity	20.22%
Debt	68.42%
Other	3.61%

Equity Sector Allocation

Sector	Value
Financial Services	6.38%
Consumer Cyclical	2.83%
Basic Materials	2.44%
Utility	1.8%
Industrials	1.5%
Technology	1.43%
Health Care	1.35%
Communication Services	0.96%
Consumer Defensive	0.77%
Energy	0.68%

Debt Sector Allocation

Sector	Value
Corporate	39.9%
Government	28.52%
Cash Equivalent	7.75%

Credit Quality

Rating	Value
AA	55.26%
AAA	44.74%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Power Finance Corporation Ltd. Debentures \| -	8%	₹25 Cr	250
7.26% Govt Stock 2029 Sovereign Bonds \| -	7%	₹25 Cr	2,500,000 ↑ 2,500,000
Export-Import Bank Of India Debentures \| -	7%	₹24 Cr	250
Rural Electrification Corporation Limited Debentures \| -	6%	₹20 Cr	200
State Bank Of India Debentures \| -	6%	₹20 Cr	200
Edelweiss Commodities Services Limited Debentures \| -	6%	₹20 Cr	200
The Tata Power Company Limited Debentures \| -	5%	₹16 Cr	160
JM Financial Products Limited Debentures \| -	4%	₹15 Cr	150
Call, Cash & Other Assets Receivables \| -	4%	₹12 Cr
Larsen And Toubro Limited Commercial Paper \| -	3%	₹11 Cr	220 ↑ 220

3. Franklin India Multi - Asset Solution Fund

The Fund seeks to achieve capital appreciation and diversification through a mix of strategic and tactical allocation to various asset classes such as equity, debt, gold and cash by investing in funds investing in these asset classes. However, there is no assurance or guarantee that the objective of the scheme will be achieved.

Franklin India Multi - Asset Solution Fund is a Hybrid - Dynamic Allocation fund was launched on 28 Nov 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 5% since its launch. .

Below is the key information for Franklin India Multi - Asset Solution Fund

Franklin India Multi - Asset Solution Fund Growth
Launch Date	28 Nov 14
NAV (19 Jun 19)	₹12.4674 ↓ -0.02 (-0.13 %)
Net Assets (Cr)	₹30 on 30 Apr 19
Category	Hybrid - Dynamic Allocation
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	Not Rated
Risk	Moderately High
Expense Ratio	1.82
Sharpe Ratio	-0.21
Information Ratio	-1.39
Alpha Ratio	-2.32
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-3 Years (1%),3 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 May 15	₹10,347
31 May 16	₹10,678
31 May 17	₹11,585
31 May 18	₹12,113
31 May 19	₹12,556

Franklin India Multi - Asset Solution Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹349,120.
Net Profit of ₹49,120 Invest Now

Returns for Franklin India Multi - Asset Solution Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Jun 19

Duration	Returns
1 Month	1.5%
3 Month	0.5%
6 Month	2.9%
1 Year	3.1%
3 Year	5.1%
5 Year
10 Year
15 Year
Since launch	5%

Historical performance (Yearly) on absolute basis

Year	Returns
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009

Fund Manager information for Franklin India Multi - Asset Solution Fund

Name	Since	Tenure
Paul Parampreet	1 May 19	0 Yr.

Data below for Franklin India Multi - Asset Solution Fund as on 30 Apr 19

Asset Allocation

Asset Class	Value
Cash	6.14%
Equity	24.29%
Debt	41.53%
Other	28.04%

Equity Sector Allocation

Sector	Value
Financial Services	7.71%
Technology	3.29%
Basic Materials	2.61%
Consumer Cyclical	1.94%
Consumer Defensive	1.8%
Industrials	1.75%
Health Care	1.4%
Communication Services	1.3%
Energy	1.26%
Utility	1.11%

Debt Sector Allocation

Sector	Value
Corporate	40.43%
Cash Equivalent	6.14%
Government	1.1%

Credit Quality

Rating	Value
A	48.45%
AA	45.06%
AAA	6.49%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Franklin India S/T Income Dir Gr Investment Fund \| -	44%	₹13 Cr	31,676 ↑ 6,147
Franklin India Bluechip Dir Gr Investment Fund \| -	26%	₹8 Cr	155,651 ↓ -73,119
Reliance ETF Gold BeES - \| GOLDBEES	25%	₹7 Cr	26,277 ↓ -167
Franklin India Liquid Sup Inst Dir Gr Investment Fund \| -	4%	₹1 Cr	3,947 ↓ -118
Call, Cash & Other Assets Receivables \| -	2%	₹1 Cr

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Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.