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3 Best Balanced Funds by Franklin Templeton Mutual Fund 2025

Updated on May 16, 2025 , 3372 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 (%)	2024 (%)	Sub Cat.
Franklin India Equity Hybrid Fund Growth	₹268.815 ↑ 0.52	₹2,055	7.5	4.2	11.2	18.4	21.5	17.7	Hybrid Equity
Franklin India Debt Hybrid Fund Growth	₹90.2749 ↑ 0.13	₹198	5	5	10.1	10.8	10.2	10.7	Hybrid Debt
Franklin India Multi - Asset Solution Fund Growth	₹20.7501 ↑ 0.05	₹64	7.2	10.9	15.6	14	16.3	11.7	Dynamic Allocation
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 May 25

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 13.8% since its launch. Ranked 16 in Hybrid Equity category. Return for 2024 was 17.7% , 2023 was 22.5% and 2022 was 4.7% .

Below is the key information for Franklin India Equity Hybrid Fund

Franklin India Equity Hybrid Fund Growth
Launch Date	10 Dec 99
NAV (16 May 25)	₹268.815 ↑ 0.52 (0.19 %)
Net Assets (Cr)	₹2,055 on 31 Mar 25
Category	Hybrid - Hybrid Equity
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.15
Sharpe Ratio	0.2
Information Ratio	0.98
Alpha Ratio	1.23
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
30 Apr 20	₹10,000
30 Apr 21	₹14,399
30 Apr 22	₹16,143
30 Apr 23	₹17,129
30 Apr 24	₹22,749
30 Apr 25	₹24,723

Franklin India Equity Hybrid Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033 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 16 May 25

Duration	Returns
1 Month	4.6%
3 Month	7.5%
6 Month	4.2%
1 Year	11.2%
3 Year	18.4%
5 Year	21.5%
10 Year
15 Year
Since launch	13.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	17.7%
2023	22.5%
2022	4.7%
2021	23.8%
2020	13.7%
2019	7.9%
2018	-1.6%
2017	21%
2016	7.6%
2015	4.8%

Fund Manager information for Franklin India Equity Hybrid Fund

Name	Since	Tenure
Ajay Argal	4 Oct 24	0.57 Yr.
Anuj Tagra	7 Mar 24	1.15 Yr.
Chandni Gupta	7 Mar 24	1.15 Yr.
Sandeep Manam	18 Oct 21	3.54 Yr.
Rajasa Kakulavarapu	6 Sep 21	3.65 Yr.

Data below for Franklin India Equity Hybrid Fund as on 31 Mar 25

Asset Allocation

Asset Class	Value
Cash	1.48%
Equity	67.21%
Debt	31.31%

Equity Sector Allocation

Sector	Value
Financial Services	21.86%
Consumer Cyclical	9.82%
Industrials	7.03%
Technology	6.4%
Health Care	4.4%
Communication Services	3.65%
Basic Materials	3.38%
Consumer Defensive	3.28%
Utility	3.15%
Energy	3.02%
Real Estate	0.63%

Debt Sector Allocation

Sector	Value
Corporate	26.05%
Government	5.26%
Cash Equivalent	1.48%

Credit Quality

Rating	Value
AA	33.09%
AAA	66.91%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 07 \| HDFCBANK	7%	₹151 Cr	827,500
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| ICICIBANK	6%	₹121 Cr	900,000
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Dec 19 \| LT	4%	₹73 Cr	210,000
Infosys Ltd (Technology) Equity, Since 29 Feb 12 \| INFY	3%	₹66 Cr	422,900 ↑ 30,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 05 \| BHARTIARTL	3%	₹61 Cr	353,000
Axis Bank Ltd (Financial Services) Equity, Since 30 Jun 14 \| 532215	3%	₹61 Cr	550,000
Mankind Pharma Ltd Debentures \| -	3%	₹52 Cr	5,000
Bharti Telecom Limited 8.65% Debentures \| -	3%	₹52 Cr	5,000
Bajaj Finance Limited Debentures \| -	2%	₹51 Cr	5,000
ICICI Home Finance Company Limited Debentures \| -	2%	₹51 Cr	5,000

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 9.3% since its launch. Ranked 35 in Hybrid Debt category. Return for 2024 was 10.7% , 2023 was 11.4% and 2022 was 4% .

Below is the key information for Franklin India Debt Hybrid Fund

Franklin India Debt Hybrid Fund Growth
Launch Date	28 Sep 00
NAV (16 May 25)	₹90.2749 ↑ 0.13 (0.14 %)
Net Assets (Cr)	₹198 on 31 Mar 25
Category	Hybrid - Hybrid Debt
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderate
Expense Ratio	1.39
Sharpe Ratio	0.34
Information Ratio	0.51
Alpha Ratio	-0.37
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
30 Apr 20	₹10,000
30 Apr 21	₹11,516
30 Apr 22	₹12,057
30 Apr 23	₹12,730
30 Apr 24	₹14,557
30 Apr 25	₹15,887

Franklin India Debt Hybrid Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578 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 16 May 25

Duration	Returns
1 Month	2.1%
3 Month	5%
6 Month	5%
1 Year	10.1%
3 Year	10.8%
5 Year	10.2%
10 Year
15 Year
Since launch	9.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	10.7%
2023	11.4%
2022	4%
2021	8.1%
2020	7.1%
2019	8.4%
2018	2.1%
2017	9.2%
2016	9.5%
2015	5.8%

Fund Manager information for Franklin India Debt Hybrid Fund

Name	Since	Tenure
Rahul Goswami	10 Nov 23	1.47 Yr.
Pallab Roy	7 Mar 24	1.15 Yr.
Venkatesh Sanjeevi	4 Oct 24	0.57 Yr.
Rohan Maru	10 Oct 24	0.55 Yr.
Sandeep Manam	18 Oct 21	3.54 Yr.
Rajasa Kakulavarapu	6 Sep 21	3.65 Yr.

Data below for Franklin India Debt Hybrid Fund as on 31 Mar 25

Asset Allocation

Asset Class	Value
Cash	3.28%
Equity	23.99%
Debt	72.38%
Other	0.35%

Equity Sector Allocation

Sector	Value
Financial Services	8.24%
Consumer Cyclical	3.62%
Industrials	2.51%
Technology	2.04%
Health Care	1.39%
Utility	1.3%
Consumer Defensive	1.29%
Communication Services	1.27%
Basic Materials	0.97%
Energy	0.89%
Real Estate	0.21%

Debt Sector Allocation

Sector	Value
Corporate	42.28%
Government	30.1%
Cash Equivalent	3.28%

Credit Quality

Rating	Value
AA	10.84%
AAA	89.16%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Bajaj Finance Limited Debentures \| -	8%	₹15 Cr	1,500
Rural Electrification Corporation Limited Debentures \| -	6%	₹11 Cr	2,000
Bajaj Housing Finance Limited Debentures \| -	5%	₹11 Cr	100
Mankind Pharma Ltd Debentures \| -	5%	₹11 Cr	1,000
Mahindra Rural Housing Finance Limited Debentures \| -	5%	₹10 Cr	1,000
7.48% National Bank For Agriculture And Rural Development Debentures \| -	5%	₹10 Cr	1,000
Small Industries Development Bank Of India Debentures \| -	5%	₹10 Cr	1,000
Kotak Mahindra Investments Ltd. 8.3774% Debentures \| -	3%	₹5 Cr	500
Mahindra & Mahindra Financial Services Ltd Debentures \| -	3%	₹5 Cr	500
HDFC Bank Ltd (Financial Services) Equity, Since 31 Aug 09 \| HDFCBANK	3%	₹5 Cr	28,000

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 7.2% since its launch. Return for 2024 was 11.7% , 2023 was 14.9% and 2022 was 3.9% .

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 (16 May 25)	₹20.7501 ↑ 0.05 (0.26 %)
Net Assets (Cr)	₹64 on 31 Mar 25
Category	Hybrid - Dynamic Allocation
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	Not Rated
Risk	Moderately High
Expense Ratio	1.3
Sharpe Ratio	0.98
Information Ratio	0
Alpha Ratio	0
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
30 Apr 20	₹10,000
30 Apr 21	₹12,299
30 Apr 22	₹14,570
30 Apr 23	₹15,312
30 Apr 24	₹18,103
30 Apr 25	₹20,744

Franklin India Multi - Asset Solution Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689 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 16 May 25

Duration	Returns
1 Month	3.3%
3 Month	7.2%
6 Month	10.9%
1 Year	15.6%
3 Year	14%
5 Year	16.3%
10 Year
15 Year
Since launch	7.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	11.7%
2023	14.9%
2022	3.9%
2021	25.5%
2020	-14%
2019	8.2%
2018	0.4%
2017	11.1%
2016	7.8%
2015	0.8%

Fund Manager information for Franklin India Multi - Asset Solution Fund

Name	Since	Tenure
Venkatesh Sanjeevi	4 Oct 24	0.57 Yr.
Rajasa Kakulavarapu	7 Feb 22	3.23 Yr.

Data below for Franklin India Multi - Asset Solution Fund as on 31 Mar 25

Asset Allocation

Asset Class	Value
Cash	5%
Equity	27.03%
Debt	42.01%
Other	25.96%

Equity Sector Allocation

Sector	Value
Financial Services	9.99%
Consumer Cyclical	3.85%
Technology	3.35%
Industrials	2.35%
Consumer Defensive	1.86%
Health Care	1.82%
Energy	1.66%
Basic Materials	0.9%
Utility	0.83%
Real Estate	0.41%

Debt Sector Allocation

Sector	Value
Corporate	25.88%
Government	16.13%
Cash Equivalent	5%

Credit Quality

Rating	Value
AA	15.76%
AAA	84.24%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Franklin India Bluechip Dir Gr Investment Fund \| -	28%	₹18 Cr	167,172 ↑ 13,889
Nippon India ETF Gold BeES - \| -	26%	₹17 Cr	2,248,566 ↓ -69,500
ICICI Pru Short Term Dir Gr Investment Fund \| -	22%	₹14 Cr	2,161,948 ↓ -71,031
SBI Short Term Debt Dir Gr Investment Fund \| -	22%	₹14 Cr	4,152,615 ↓ -136,539
Franklin India S/T Income Dir Gr Investment Fund \| -	0%	₹0 Cr	49
Franklin India Liquid Sup Inst Dir Gr Investment Fund \| -	0%	₹0 Cr	14
Franklin India S/T Inc Sgtd Ptf3DirRetGr Investment Fund \| -	0%	₹0 Cr	23,974
Call, Cash & Other Assets Net Current Assets \| -	3%	₹2 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.