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3 Best Balanced Funds by Franklin Templeton Mutual Fund 2020
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 (%) 2018 (%) Sub Cat. Franklin India Equity Hybrid Fund Growth ₹125.768
↓ -0.60 ₹1,803 3.8 5.6 9.3 8.3 7 7.9 Hybrid Equity Franklin India Debt Hybrid Fund Growth ₹59.2055
↓ -0.06 ₹304 2.7 4.9 9.1 6.4 6.6 8.4 Hybrid Debt Franklin India Multi - Asset Solution Fund Growth ₹13.0367
↓ -0.01 ₹29 0.8 3 6.8 5.5 4.7 8.2 Dynamic Allocation Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Jan 20
(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 Below is the key information for Franklin India Equity Hybrid Fund Returns up to 1 year are on (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 Below is the key information for Franklin India Debt Hybrid Fund Returns up to 1 year are on 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 Below is the key information for Franklin India Multi - Asset Solution Fund Returns up to 1 year are on 1. Franklin India Equity Hybrid Fund
CAGR/Annualized return of 13.4% since its launch. Ranked 16 in Hybrid Equity category. Return for 2019 was 7.9% , 2018 was -1.6% and 2017 was 21% . Franklin India Equity Hybrid Fund
Growth Launch Date 10 Dec 99 NAV (21 Jan 20) ₹125.768 ↓ -0.60 (-0.48 %) Net Assets (Cr) ₹1,803 on 31 Dec 19 Category Hybrid - Hybrid Equity AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.17 Sharpe Ratio 0.51 Information Ratio -1.24 Alpha Ratio -3.5 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 Dec 14 ₹10,000 31 Dec 15 ₹10,485 31 Dec 16 ₹11,279 31 Dec 17 ₹13,642 31 Dec 18 ₹13,419 31 Dec 19 ₹14,480 Returns for Franklin India Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Jan 20 Duration Returns 1 Month 1.1% 3 Month 3.8% 6 Month 5.6% 1 Year 9.3% 3 Year 8.3% 5 Year 7% 10 Year 15 Year Since launch 13.4% Historical performance (Yearly) on absolute basis
Year Returns 2018 7.9% 2017 -1.6% 2016 21% 2015 7.6% 2014 4.8% 2013 47% 2012 6.6% 2011 24.2% 2010 -12.4% 2009 14.8% Fund Manager information for Franklin India Equity Hybrid Fund
Name Since Tenure Sachin Padwal-Desai 8 Aug 06 13.32 Yr. Umesh Sharma 2 Jul 10 9.42 Yr. Lakshmikanth Reddy 2 May 16 3.58 Yr. Krishna Natarajan 1 Jan 19 0.91 Yr. Pyari Menon 26 Sep 19 0.18 Yr. Data below for Franklin India Equity Hybrid Fund as on 31 Dec 19
Asset Allocation
Asset Class Value Equity 72.16% Debt 27.37% Other 0.47% Equity Sector Allocation
Sector Value Financial Services 26.34% Consumer Cyclical 8.93% Utility 6.03% Consumer Defensive 5.73% Basic Materials 5.72% Energy 5.44% Technology 4.7% Communication Services 3.44% Health Care 2.98% Real Estate 1.79% Industrials 1.05% Debt Sector Allocation
Sector Value Government 14.52% Corporate 12.86% Credit Quality
Rating Value AA 61.37% AAA 38.63% Top Securities Holdings / Portfolio
Name Holding Value Quantity Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 5322158% ₹148 Cr 2,000,862 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK7% ₹126 Cr 988,868 Export-Import Bank Of India
Debentures | -5% ₹91 Cr 900 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK5% ₹85 Cr 1,656,302 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 04 | KOTAKBANK4% ₹74 Cr 459,760 Coastal Gujarat Power Limited
Debentures | -4% ₹72 Cr 700 GOVT STOCK
Sovereign Bonds | -4% ₹67 Cr 6,400,000
↑ 3,600,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 05 | BHARTIARTL3% ₹56 Cr 1,264,520 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY3% ₹53 Cr 763,784 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Jun 16 | 5328983% ₹48 Cr 2,508,769 2. Franklin India Debt Hybrid Fund
CAGR/Annualized return of 9.6% since its launch. Ranked 35 in Hybrid Debt category. Return for 2019 was 8.4% , 2018 was 2.1% and 2017 was 9.2% . Franklin India Debt Hybrid Fund
Growth Launch Date 28 Sep 00 NAV (21 Jan 20) ₹59.2055 ↓ -0.06 (-0.10 %) Net Assets (Cr) ₹304 on 31 Dec 19 Category Hybrid - Hybrid Debt AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderate Expense Ratio 2.38 Sharpe Ratio 1.53 Information Ratio -1.02 Alpha Ratio -0.63 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 Dec 14 ₹10,000 31 Dec 15 ₹10,577 31 Dec 16 ₹11,583 31 Dec 17 ₹12,645 31 Dec 18 ₹12,910 31 Dec 19 ₹14,000 Returns for Franklin India Debt Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Jan 20 Duration Returns 1 Month 1% 3 Month 2.7% 6 Month 4.9% 1 Year 9.1% 3 Year 6.4% 5 Year 6.6% 10 Year 15 Year Since launch 9.6% Historical performance (Yearly) on absolute basis
Year Returns 2018 8.4% 2017 2.1% 2016 9.2% 2015 9.5% 2014 5.8% 2013 22.4% 2012 6% 2011 14.2% 2010 2.3% 2009 5.7% Fund Manager information for Franklin India Debt Hybrid Fund
Name Since Tenure Sachin Padwal-Desai 2 Jul 10 9.42 Yr. Umesh Sharma 2 Jul 10 9.42 Yr. Lakshmikanth Reddy 2 May 16 3.58 Yr. Krishna Natarajan 1 Jan 19 0.91 Yr. Pyari Menon 26 Sep 19 0.18 Yr. Data below for Franklin India Debt Hybrid Fund as on 31 Dec 19
Asset Allocation
Asset Class Value Equity 21.59% Debt 74.27% Other 4.14% Equity Sector Allocation
Sector Value Financial Services 7.81% Basic Materials 2.65% Consumer Cyclical 2.45% Utility 2.05% Technology 1.42% Health Care 1.34% Communication Services 1.26% Industrials 1.25% Consumer Defensive 0.86% Energy 0.5% Debt Sector Allocation
Sector Value Government 42.45% Corporate 31.81% Credit Quality
Rating Value AA 32.13% AAA 65.83% BBB 2.05% Top Securities Holdings / Portfolio
Name Holding Value Quantity PIPELINE INFRASTRUCTURE PRIVATE LIMITED
Debentures | -10% ₹30 Cr 300 Export-Import Bank Of India
Debentures | -8% ₹25 Cr 250 POWER FINANCE CORPORATION LIMITED
Debentures | -7% ₹22 Cr 210 State Bank Of India
Debentures | -7% ₹20 Cr 200 GOVT STOCK
Sovereign Bonds | -6% ₹20 Cr 1,900,000
↓ -550,000 Call, Cash & Other Assets
Receivables | -4% ₹13 Cr REC LIMITED
Debentures | -3% ₹11 Cr 100 7.26% Govt Stock 2029
Sovereign Bonds | -3% ₹10 Cr 1,000,000
↑ 1,000,000 Coastal Gujarat Power Limited
Debentures | -3% ₹10 Cr 100 Tata Steel Limited
Debentures | -3% ₹10 Cr 100 3. Franklin India Multi - Asset Solution Fund
CAGR/Annualized return of 5.3% since its launch. Return for 2019 was 8.2% , 2018 was 0.4% and 2017 was 11.1% . Franklin India Multi - Asset Solution Fund
Growth Launch Date 28 Nov 14 NAV (21 Jan 20) ₹13.0367 ↓ -0.01 (-0.10 %) Net Assets (Cr) ₹29 on 31 Dec 19 Category Hybrid - Dynamic Allocation AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating Risk Moderately High Expense Ratio 1.72 Sharpe Ratio 1.43 Information Ratio -1.05 Alpha Ratio 2.4 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 Dec 14 ₹10,000 31 Dec 15 ₹10,083 31 Dec 16 ₹10,870 31 Dec 17 ₹12,079 31 Dec 18 ₹12,132 31 Dec 19 ₹13,124 Returns for Franklin India Multi - Asset Solution Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Jan 20 Duration Returns 1 Month -0.2% 3 Month 0.8% 6 Month 3% 1 Year 6.8% 3 Year 5.5% 5 Year 4.7% 10 Year 15 Year Since launch 5.3% Historical performance (Yearly) on absolute basis
Year Returns 2018 8.2% 2017 0.4% 2016 11.1% 2015 7.8% 2014 0.8% 2013 2012 2011 2010 2009 Fund Manager information for Franklin India Multi - Asset Solution Fund
Name Since Tenure Paul Parampreet 1 May 19 0.58 Yr. Data below for Franklin India Multi - Asset Solution Fund as on 31 Dec 19
Asset Allocation
Asset Class Value Cash 0.6% Equity 34.9% Debt 35.53% Other 28.97% Equity Sector Allocation
Sector Value Financial Services 12.2% Basic Materials 4.61% Energy 3.68% Technology 3.18% Health Care 3.01% Communication Services 2.77% Utility 2.38% Industrials 1.51% Consumer Cyclical 1.29% Consumer Defensive 0.28% Debt Sector Allocation
Sector Value Corporate 34.56% Government 0.96% Cash Equivalent 0.6% Credit Quality
Rating Value A 41.72% AA 38.66% AAA 12.08% BB 2.74% BBB 1.36% Below B 0.89% Top Securities Holdings / Portfolio
Name Holding Value Quantity Franklin India Bluechip Dir Gr
Investment Fund | -37% ₹11 Cr 216,499
↓ -13,359 Franklin India S/T Income Dir Gr
Investment Fund | -37% ₹11 Cr 25,076
↑ 232 Nippon India ETF Gold BeES
- | GOLDBEES24% ₹7 Cr 21,036
↑ 127 Call, Cash & Other Assets
Receivables | -2% ₹1 Cr
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