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3 Best Balanced Funds by Franklin Templeton Mutual Fund 2019

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3 Best Balanced Funds by Franklin Templeton Mutual Fund 2019

Updated on April 14, 2019 , 101 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 (%)2018 (%)Sub Cat.
Franklin India Equity Hybrid Fund Growth ₹121.553
↑ 0.73
₹1,9145.68.45.59.814.3-1.6 Hybrid Equity
Franklin India Debt Hybrid Fund Growth ₹55.5629
↑ 0.06
₹3382.45.14.96.79.52.1 Hybrid Debt
Franklin India Multi - Asset Solution Fund Growth ₹12.4532
↑ 0.01
₹311.64.435.9 0.4 Dynamic Allocation
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Apr 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 13.8% since its launch.  Ranked 16 in Hybrid Equity category.  Return for 2018 was -1.6% , 2017 was 21% and 2016 was 7.6% .

Below is the key information for Franklin India Equity Hybrid Fund

Franklin India Equity Hybrid Fund
Growth
Launch Date 10 Dec 99
NAV (16 Apr 19) ₹121.553 ↑ 0.73   (0.60 %)
Net Assets (Cr) ₹1,914 on 28 Feb 19
Category Hybrid - Hybrid Equity
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.48
Sharpe Ratio -0.34
Information Ratio -1.19
Alpha Ratio -3.26
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
31 Mar 14₹10,000
31 Mar 15₹14,430
31 Mar 16₹14,431
31 Mar 17₹16,654
31 Mar 18₹17,944
31 Mar 19₹19,306

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 ₹436,710.
Net Profit of ₹136,710
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 Apr 19

DurationReturns
1 Month 2.3%
3 Month 5.6%
6 Month 8.4%
1 Year 5.5%
3 Year 9.8%
5 Year 14.3%
10 Year
15 Year
Since launch 13.8%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -1.6%
2017 21%
2016 7.6%
2015 4.8%
2014 47%
2013 6.6%
2012 24.2%
2011 -12.4%
2010 14.8%
2009 52.9%
Fund Manager information for Franklin India Equity Hybrid Fund
NameSinceTenure
Sachin Padwal-Desai8 Aug 0612.57 Yr.
Umesh Sharma2 Jul 108.67 Yr.
Srikesh Nair4 Jun 180.74 Yr.
Lakshmikanth Reddy2 May 162.83 Yr.
Krishna Natarajan1 Jan 190.16 Yr.

Data below for Franklin India Equity Hybrid Fund as on 28 Feb 19

Asset Allocation
Asset ClassValue
Cash1.21%
Equity70.05%
Debt26.27%
Other2.47%
Equity Sector Allocation
SectorValue
Financial Services22.52%
Consumer Cyclical10.79%
Basic Materials7.87%
Energy6.14%
Utility5.64%
Consumer Defensive4.57%
Technology4.55%
Health Care2.81%
Real Estate1.86%
Industrials1.66%
Communication Services1.65%
Debt Sector Allocation
SectorValue
Corporate15.79%
Government10.48%
Cash Equivalent1.21%
Credit Quality
RatingValue
AA71.6%
AAA28.4%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
8%₹156 Cr2,000,862
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK
6%₹115 Cr494,434
Hinduja Leyland Finance Limited
Debentures | -
5%₹92 Cr900
Export-Import Bank Of India
Debentures | -
4%₹88 Cr900
Coastal Gujarat Power Limited
Debentures | -
4%₹70 Cr700
↓ -100
Hindalco Industries Ltd (Basic Materials)
Equity, Since 31 May 17 | HINDALCO
3%₹63 Cr3,044,188
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 04 | KOTAKBANK
3%₹61 Cr459,760
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
3%₹60 Cr1,506,302
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
3%₹57 Cr763,784
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | M&M
3%₹55 Cr821,320

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.  Return for 2018 was 2.1% , 2017 was 9.2% and 2016 was 9.5% .

Below is the key information for Franklin India Debt Hybrid Fund

Franklin India Debt Hybrid Fund
Growth
Launch Date 28 Sep 00
NAV (16 Apr 19) ₹55.5629 ↑ 0.06   (0.11 %)
Net Assets (Cr) ₹338 on 28 Feb 19
Category Hybrid - Hybrid Debt
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderate
Expense Ratio 2.28
Sharpe Ratio -0.02
Information Ratio -0.88
Alpha Ratio -2.43
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
31 Mar 14₹10,000
31 Mar 15₹12,244
31 Mar 16₹12,740
31 Mar 17₹14,104
31 Mar 18₹14,847
31 Mar 19₹15,670

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 ₹385,859.
Net Profit of ₹85,859
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 Apr 19

DurationReturns
1 Month 1.1%
3 Month 2.4%
6 Month 5.1%
1 Year 4.9%
3 Year 6.7%
5 Year 9.5%
10 Year
15 Year
Since launch 9.7%
Historical performance (Yearly) on absolute basis
YearReturns
2018 2.1%
2017 9.2%
2016 9.5%
2015 5.8%
2014 22.4%
2013 6%
2012 14.2%
2011 2.3%
2010 5.7%
2009 19.1%
Fund Manager information for Franklin India Debt Hybrid Fund
NameSinceTenure
Sachin Padwal-Desai2 Jul 108.67 Yr.
Umesh Sharma2 Jul 108.67 Yr.
Srikesh Nair1 Dec 153.25 Yr.
Lakshmikanth Reddy2 May 162.83 Yr.
Krishna Natarajan1 Jan 190.16 Yr.

Data below for Franklin India Debt Hybrid Fund as on 28 Feb 19

Asset Allocation
Asset ClassValue
Equity20.71%
Debt67.51%
Other11.79%
Equity Sector Allocation
SectorValue
Financial Services6.25%
Basic Materials3.13%
Consumer Cyclical2.86%
Utility1.77%
Industrials1.55%
Technology1.39%
Health Care1.31%
Communication Services0.98%
Consumer Defensive0.77%
Energy0.7%
Debt Sector Allocation
SectorValue
Corporate43.89%
Government23.62%
Credit Quality
RatingValue
AA54.82%
AAA45.18%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Call, Cash & Other Assets
Receivables | -
12%₹40 Cr
Power Finance Corporation Ltd.
Debentures | -
8%₹25 Cr250
↑ 250
Export-Import Bank Of India
Debentures | -
7%₹25 Cr250
Rural Electrification Corporation Limited
Debentures | -
6%₹20 Cr200
↑ 200
State Bank Of India
Debentures | -
6%₹20 Cr200
Edelweiss Commodities Services Limited
Debentures | -
6%₹20 Cr200
The Tata Power Company Limited
Debentures | -
5%₹16 Cr160
JM Financial Products Limited
Debentures | -
4%₹15 Cr150
Tata Steel Limited
Debentures | -
3%₹10 Cr100
LIC Housing Finance Limited
Debentures | -
3%₹10 Cr100

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 5.1% since its launch.  Return for 2018 was 0.4% , 2017 was 11.1% and 2016 was 7.8% .

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 Apr 19) ₹12.4532 ↑ 0.01   (0.09 %)
Net Assets (Cr) ₹31 on 28 Feb 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 -0.39
Information Ratio -1.29
Alpha Ratio -2.08
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
31 Mar 15₹10,192
31 Mar 16₹10,330
31 Mar 17₹11,372
31 Mar 18₹11,951
31 Mar 19₹12,449

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 ₹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 16 Apr 19

DurationReturns
1 Month 0.6%
3 Month 1.6%
6 Month 4.4%
1 Year 3%
3 Year 5.9%
5 Year
10 Year
15 Year
Since launch 5.1%
Historical performance (Yearly) on absolute basis
YearReturns
2018 0.4%
2017 11.1%
2016 7.8%
2015 0.8%
2014
2013
2012
2011
2010
2009
Fund Manager information for Franklin India Multi - Asset Solution Fund
NameSinceTenure
Anand Radhakrishnan27 Feb 154.01 Yr.

Data below for Franklin India Multi - Asset Solution Fund as on 28 Feb 19

Asset Allocation
Asset ClassValue
Cash4.39%
Equity34.55%
Debt32.52%
Other28.54%
Equity Sector Allocation
SectorValue
Financial Services10.48%
Technology4.95%
Basic Materials3.6%
Consumer Cyclical2.92%
Consumer Defensive2.66%
Industrials2.44%
Health Care2.07%
Communication Services2.04%
Energy1.83%
Utility1.54%
Debt Sector Allocation
SectorValue
Corporate32.21%
Cash Equivalent3.83%
Government0.87%
Credit Quality
RatingValue
A50.56%
AA48.02%
AAA1.42%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin India Bluechip Dir Gr
Investment Fund | -
37%₹11 Cr228,770
↓ -8,392
Franklin India S/T Income Dir Gr
Investment Fund | -
35%₹11 Cr25,529
↓ -715
Reliance ETF Gold BeES
- | GOLDBEES
24%₹7 Cr26,444
↑ 473
Franklin India Liquid Sup Inst Dir Gr
Investment Fund | -
4%₹1 Cr4,065
↓ -108
Call, Cash & Other Assets
Receivables | -
1%₹0 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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