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3 Best Balanced Funds by Franklin Templeton Mutual Fund 2022

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3 Best Balanced Funds by Franklin Templeton Mutual Fund 2022

Updated on May 17, 2022 , 1755 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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Franklin

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

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)Sub Cat.
Franklin India Equity Hybrid Fund Growth ₹161.724
↓ -2.76
₹1,365-6.7-9.42.711.28.723.8 Hybrid Equity
Franklin India Debt Hybrid Fund Growth ₹66.2253
↓ -0.36
₹257-2.5-3.11.56.25.68.1 Hybrid Debt
Franklin India Multi - Asset Solution Fund Growth ₹13.9687
↓ -0.09
₹49-1.7-2.711.44.43.925.5 Dynamic Allocation
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 May 22

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 13.2% since its launch.  Ranked 16 in Hybrid Equity category.  Return for 2021 was 23.8% , 2020 was 13.7% and 2019 was 7.9% .

Below is the key information for Franklin India Equity Hybrid Fund

Franklin India Equity Hybrid Fund
Growth
Launch Date 10 Dec 99
NAV (19 May 22) ₹161.724 ↓ -2.76   (-1.68 %)
Net Assets (Cr) ₹1,365 on 30 Apr 22
Category Hybrid - Hybrid Equity
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.15
Sharpe Ratio 0.93
Information Ratio -0.39
Alpha Ratio -2.02
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.

DateValue
30 Apr 17₹10,000
30 Apr 18₹10,964
30 Apr 19₹11,424
30 Apr 20₹10,049
30 Apr 21₹14,470
30 Apr 22₹16,222

Franklin India Equity Hybrid Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual 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 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 May 22

DurationReturns
1 Month -6%
3 Month -6.7%
6 Month -9.4%
1 Year 2.7%
3 Year 11.2%
5 Year 8.7%
10 Year
15 Year
Since launch 13.2%
Historical performance (Yearly) on absolute basis
YearReturns
2021 23.8%
2020 13.7%
2019 7.9%
2018 -1.6%
2017 21%
2016 7.6%
2015 4.8%
2014 47%
2013 6.6%
2012 24.2%
Fund Manager information for Franklin India Equity Hybrid Fund
NameSinceTenure
Sachin Padwal-Desai8 Aug 0615.74 Yr.
Anand Radhakrishnan6 Sep 210.65 Yr.
Umesh Sharma2 Jul 1011.84 Yr.
Mayank Bukrediwala24 Aug 201.68 Yr.
Rajasa Kakulavarapu6 Sep 210.65 Yr.

Data below for Franklin India Equity Hybrid Fund as on 30 Apr 22

Asset Allocation
Asset ClassValue
Cash12.74%
Equity70.92%
Debt16.34%
Equity Sector Allocation
SectorValue
Financial Services22.25%
Consumer Cyclical9.67%
Industrials8.03%
Technology6.98%
Consumer Defensive5.69%
Basic Materials5.46%
Utility5.39%
Communication Services3.92%
Health Care2.49%
Energy1.03%
Debt Sector Allocation
SectorValue
Government12.68%
Cash Equivalent10.22%
Corporate6.18%
Credit Quality
RatingValue
AA13.43%
AAA86.57%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
5.15% Govt Stock 2025
Sovereign Bonds | -
7%₹96 Cr10,000,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK
5%₹73 Cr530,400
↑ 67,500
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
5%₹73 Cr987,000
5.63% Govt Stock 2026
Sovereign Bonds | -
5%₹72 Cr7,400,000
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
5%₹67 Cr425,800
↑ 46,600
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | AXISBANK
4%₹54 Cr747,100
↓ -156,400
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT
4%₹50 Cr297,000
↓ -53,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 05 | BHARTIARTL
3%₹47 Cr640,500
↓ -109,871
Indostar Capital Finance Limited
Debentures | -
3%₹45 Cr450
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Mar 21 | HINDUNILVR
2%₹30 Cr135,400
↓ -13,600

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 9.1% since its launch.  Ranked 35 in Hybrid Debt category.  Return for 2021 was 8.1% , 2020 was 7.1% and 2019 was 8.4% .

Below is the key information for Franklin India Debt Hybrid Fund

Franklin India Debt Hybrid Fund
Growth
Launch Date 28 Sep 00
NAV (19 May 22) ₹66.2253 ↓ -0.36   (-0.54 %)
Net Assets (Cr) ₹257 on 30 Apr 22
Category Hybrid - Hybrid Debt
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderate
Expense Ratio 2.28
Sharpe Ratio 0.42
Information Ratio -0.78
Alpha Ratio 0.05
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.

DateValue
30 Apr 17₹10,000
30 Apr 18₹10,515
30 Apr 19₹11,057
30 Apr 20₹11,182
30 Apr 21₹12,878
30 Apr 22₹13,482

Franklin India Debt Hybrid Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual 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 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 May 22

DurationReturns
1 Month -2.3%
3 Month -2.5%
6 Month -3.1%
1 Year 1.5%
3 Year 6.2%
5 Year 5.6%
10 Year
15 Year
Since launch 9.1%
Historical performance (Yearly) on absolute basis
YearReturns
2021 8.1%
2020 7.1%
2019 8.4%
2018 2.1%
2017 9.2%
2016 9.5%
2015 5.8%
2014 22.4%
2013 6%
2012 14.2%
Fund Manager information for Franklin India Debt Hybrid Fund
NameSinceTenure
Sachin Padwal-Desai2 Jul 1011.84 Yr.
Anand Radhakrishnan6 Sep 210.65 Yr.
Umesh Sharma2 Jul 1011.84 Yr.
Mayank Bukrediwala24 Aug 201.68 Yr.
Rajasa Kakulavarapu6 Sep 210.65 Yr.

Data below for Franklin India Debt Hybrid Fund as on 30 Apr 22

Asset Allocation
Asset ClassValue
Cash44.06%
Equity23.35%
Debt32.59%
Equity Sector Allocation
SectorValue
Financial Services7.4%
Consumer Cyclical3.06%
Industrials2.7%
Technology2.38%
Basic Materials1.88%
Consumer Defensive1.82%
Utility1.64%
Communication Services1.36%
Health Care0.77%
Energy0.33%
Debt Sector Allocation
SectorValue
Cash Equivalent38.26%
Government24.76%
Corporate13.63%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
5.15% Govt Stock 2025
Sovereign Bonds | -
13%₹34 Cr3,500,000
182 Dtb 07072022
Sovereign Bonds | -
8%₹20 Cr2,000,000
Export Import Bank Of India
Debentures | -
6%₹15 Cr150
Housing Development Finance Corporation Ltd
Debentures | -
4%₹10 Cr100
Bajaj Finance Limited
Debentures | -
4%₹10 Cr100
91 Dtb 30062022
Sovereign Bonds | -
4%₹10 Cr1,000,000
5.63% Govt Stock 2026
Sovereign Bonds | -
3%₹9 Cr900,000
6.18% Govt Stock 2024
Sovereign Bonds | -
3%₹8 Cr800,000
5.22% Govt Stock 2025
Sovereign Bonds | -
2%₹6 Cr600,000
Power Finance Corporation Ltd.
Debentures | -
2%₹5 Cr50

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 4.6% since its launch.  Return for 2021 was 25.5% , 2020 was -14% and 2019 was 8.2% .

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 May 22) ₹13.9687 ↓ -0.09   (-0.62 %)
Net Assets (Cr) ₹49 on 30 Apr 22
Category Hybrid - Dynamic Allocation
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 1.4
Sharpe Ratio 2.32
Information Ratio -0.51
Alpha Ratio 8.16
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.

DateValue
30 Apr 17₹10,000
30 Apr 18₹10,552
30 Apr 19₹10,789
30 Apr 20₹8,602
30 Apr 21₹10,579
30 Apr 22₹12,532

Franklin India Multi - Asset Solution Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹331,978.
Net Profit of ₹31,978
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 May 22

DurationReturns
1 Month -3.4%
3 Month -1.7%
6 Month -2.7%
1 Year 11.4%
3 Year 4.4%
5 Year 3.9%
10 Year
15 Year
Since launch 4.6%
Historical performance (Yearly) on absolute basis
YearReturns
2021 25.5%
2020 -14%
2019 8.2%
2018 0.4%
2017 11.1%
2016 7.8%
2015 0.8%
2014
2013
2012
Fund Manager information for Franklin India Multi - Asset Solution Fund
NameSinceTenure
Rajasa Kakulavarapu7 Feb 220.22 Yr.

Data below for Franklin India Multi - Asset Solution Fund as on 30 Apr 22

Asset Allocation
Asset ClassValue
Cash37.33%
Equity35.96%
Debt1.01%
Other25.69%
Equity Sector Allocation
SectorValue
Financial Services13.5%
Technology6.64%
Consumer Cyclical2.95%
Consumer Defensive2.91%
Industrials2.58%
Health Care2.36%
Communication Services2.01%
Basic Materials1.3%
Energy0.97%
Utility0.74%
Debt Sector Allocation
SectorValue
Cash Equivalent36.56%
Corporate1.47%
Government0.31%
Credit Quality
RatingValue
A100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin India Bluechip Dir Gr
Investment Fund | -
37%₹18 Cr252,946
↓ -13,106
Nippon India ETF Gold BeES
- | -
26%₹13 Cr2,852,834
↓ -27,210
Franklin India Liquid Sup Inst Dir Gr
Investment Fund | -
4%₹2 Cr5,920
↑ 219
Franklin India S/T Income Dir Gr
Investment Fund | -
1%₹1 Cr2,330
Franklin India S/T Inc Sgtd Ptf2RetDirGr
Investment Fund | -
0%₹0 Cr20,870
Franklin India S/T Inc Sgtd Ptf3DirRetGr
Investment Fund | -
0%₹0 Cr23,974
↑ 23,974
Call, Cash & Other Assets
Net Current Assets | -
32%₹16 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.
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