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3 Best Balanced Funds by Franklin Templeton Mutual Fund 2023

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3 Best Balanced Funds by Franklin Templeton Mutual Fund 2023

Updated on January 27, 2023 , 2373 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 (%)2022 (%)Sub Cat.
Franklin India Equity Hybrid Fund Growth ₹179.21
↓ -2.14
₹1,398-1.55.62.812.48.64.7 Hybrid Equity
Franklin India Debt Hybrid Fund Growth ₹70.2662
↓ -0.30
₹2550.53.63.55.75.84 Hybrid Debt
Franklin India Multi - Asset Solution Fund Growth ₹14.8709
↓ -0.09
₹473.94.654.23.83.9 Dynamic Allocation
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jan 23

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 13.3% since its launch.  Ranked 16 in Hybrid Equity category.  Return for 2022 was 4.7% , 2021 was 23.8% and 2020 was 13.7% .

Below is the key information for Franklin India Equity Hybrid Fund

Franklin India Equity Hybrid Fund
Growth
Launch Date 10 Dec 99
NAV (27 Jan 23) ₹179.21 ↓ -2.14   (-1.18 %)
Net Assets (Cr) ₹1,398 on 31 Dec 22
Category Hybrid - Hybrid Equity
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.22
Sharpe Ratio 0.03
Information Ratio -0.04
Alpha Ratio -0.05
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 Dec 17₹10,000
31 Dec 18₹9,836
31 Dec 19₹10,614
31 Dec 20₹12,066
31 Dec 21₹14,935
31 Dec 22₹15,639

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 27 Jan 23

DurationReturns
1 Month -2.5%
3 Month -1.5%
6 Month 5.6%
1 Year 2.8%
3 Year 12.4%
5 Year 8.6%
10 Year
15 Year
Since launch 13.3%
Historical performance (Yearly) on absolute basis
YearReturns
2022 4.7%
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%
Fund Manager information for Franklin India Equity Hybrid Fund
NameSinceTenure
Sachin Padwal-Desai8 Aug 0616.41 Yr.
Anand Radhakrishnan6 Sep 211.32 Yr.
Umesh Sharma2 Jul 1012.51 Yr.
Sandeep Manam18 Oct 211.2 Yr.
Rajasa Kakulavarapu6 Sep 211.32 Yr.

Data below for Franklin India Equity Hybrid Fund as on 31 Dec 22

Asset Allocation
Asset ClassValue
Cash6.86%
Equity68.9%
Debt24.24%
Equity Sector Allocation
SectorValue
Financial Services21.41%
Consumer Cyclical10.49%
Technology8.55%
Industrials8.1%
Utility3.93%
Communication Services3.83%
Health Care3.4%
Energy3.1%
Basic Materials3.08%
Consumer Defensive3.01%
Debt Sector Allocation
SectorValue
Government21.38%
Cash Equivalent6.86%
Corporate2.86%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
5.15 11/9/2025 12:00:00 Am
Sovereign Bonds | -
7%₹96 Cr10,000,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK
6%₹91 Cr565,300
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
5%₹77 Cr812,700
↓ -52,900
5.63 4/12/2026 12:00:00 Am
Sovereign Bonds | -
5%₹71 Cr7,400,000
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
5%₹70 Cr425,800
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
4%₹51 Cr568,700
↓ -4,900
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT
4%₹50 Cr243,300
↓ -4,600
5.74 11/15/2026 12:00:00 Am
Sovereign Bonds | -
3%₹48 Cr5,000,000
7.38 6/20/2027 12:00:00 Am
Sovereign Bonds | -
3%₹47 Cr4,500,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 05 | BHARTIARTL
3%₹45 Cr531,600
↓ -67,300

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 2022 was 4% , 2021 was 8.1% and 2020 was 7.1% .

Below is the key information for Franklin India Debt Hybrid Fund

Franklin India Debt Hybrid Fund
Growth
Launch Date 28 Sep 00
NAV (27 Jan 23) ₹70.2662 ↓ -0.30   (-0.42 %)
Net Assets (Cr) ₹255 on 31 Dec 22
Category Hybrid - Hybrid Debt
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderate
Expense Ratio 1.84
Sharpe Ratio -0.21
Information Ratio -0.5
Alpha Ratio 0.62
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 Dec 17₹10,000
31 Dec 18₹10,210
31 Dec 19₹11,072
31 Dec 20₹11,858
31 Dec 21₹12,813
31 Dec 22₹13,320

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 27 Jan 23

DurationReturns
1 Month -0.6%
3 Month 0.5%
6 Month 3.6%
1 Year 3.5%
3 Year 5.7%
5 Year 5.8%
10 Year
15 Year
Since launch 9.1%
Historical performance (Yearly) on absolute basis
YearReturns
2022 4%
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%
Fund Manager information for Franklin India Debt Hybrid Fund
NameSinceTenure
Sachin Padwal-Desai2 Jul 1012.51 Yr.
Anand Radhakrishnan6 Sep 211.32 Yr.
Kunal Agrawal1 Dec 220.08 Yr.
Rajasa Kakulavarapu6 Sep 211.32 Yr.

Data below for Franklin India Debt Hybrid Fund as on 31 Dec 22

Asset Allocation
Asset ClassValue
Cash13.73%
Equity23.84%
Debt62.44%
Equity Sector Allocation
SectorValue
Financial Services7.52%
Consumer Cyclical3.6%
Industrials3.03%
Technology2.78%
Utility1.37%
Health Care1.2%
Basic Materials1.15%
Consumer Defensive1.12%
Energy1.12%
Communication Services0.95%
Debt Sector Allocation
SectorValue
Government56.3%
Cash Equivalent13.73%
Corporate6.14%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.26% Govt Stock 2032
Sovereign Bonds | -
23%₹59 Cr5,750,000
↑ 1,500,000
5.15% Govt Stock 2025
Sovereign Bonds | -
13%₹33 Cr3,500,000
5.74% Govt Stock 2026
Sovereign Bonds | -
11%₹29 Cr3,000,000
Housing Development Finance Corporation Ltd
Debentures | -
4%₹10 Cr100
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
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 09 | HDFCBANK
2%₹6 Cr34,600
↓ -2,600
Power Finance Corporation Ltd.
Debentures | -
2%₹5 Cr50
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
2%₹5 Cr51,600

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.  Return for 2022 was 3.9% , 2021 was 25.5% and 2020 was -14% .

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 (25 Jan 23) ₹14.8709 ↓ -0.09   (-0.58 %)
Net Assets (Cr) ₹47 on 31 Dec 22
Category Hybrid - Dynamic Allocation
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 1.16
Sharpe Ratio -0.17
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.

DateValue
31 Dec 17₹10,000
31 Dec 18₹10,043
31 Dec 19₹10,865
31 Dec 20₹9,348
31 Dec 21₹11,733
31 Dec 22₹12,186

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 27 Jan 23

DurationReturns
1 Month 0.8%
3 Month 3.9%
6 Month 4.6%
1 Year 5%
3 Year 4.2%
5 Year 3.8%
10 Year
15 Year
Since launch 5%
Historical performance (Yearly) on absolute basis
YearReturns
2022 3.9%
2021 25.5%
2020 -14%
2019 8.2%
2018 0.4%
2017 11.1%
2016 7.8%
2015 0.8%
2014
2013
Fund Manager information for Franklin India Multi - Asset Solution Fund
NameSinceTenure
Rajasa Kakulavarapu7 Feb 220.9 Yr.

Data below for Franklin India Multi - Asset Solution Fund as on 31 Dec 22

Asset Allocation
Asset ClassValue
Cash36.9%
Equity36.54%
Debt1.22%
Other25.34%
Equity Sector Allocation
SectorValue
Financial Services13.86%
Technology5.63%
Consumer Defensive3.38%
Consumer Cyclical2.89%
Industrials2.75%
Health Care2.7%
Energy2.25%
Basic Materials1.38%
Communication Services0.96%
Utility0.76%
Debt Sector Allocation
SectorValue
Cash Equivalent36.9%
Corporate1.22%
Credit Quality
RatingValue
A87.25%
B12.75%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin India Bluechip Dir Gr
Investment Fund | -
38%₹18 Cr230,447
↑ 63,133
Nippon India ETF Gold BeES
- | -
26%₹12 Cr2,679,348
↓ -102,325
Franklin India S/T Income Dir Gr
Investment Fund | -
1%₹1 Cr2,145
Franklin India S/T Inc Sgtd Ptf2RetDirGr
Investment Fund | -
0%₹0 Cr15,575
Call, Cash & Other Assets
Net Current Assets | -
35%₹16 Cr
Franklin India S/T Inc Sgtd Ptf3DirRetGr
Investment Fund | -
₹0 Cr00
↓ -23,974
Franklin India Liquid Sup Inst Dir Gr
Investment Fund | -
₹0 Cr00
↓ -5,220

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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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