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3 Best Balanced Funds by Franklin Templeton Mutual Fund 2022

Updated on September 28, 2022 , 2171 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 (%)	2021 (%)	Sub Cat.
Franklin India Equity Hybrid Fund Growth	₹177.035 ↑ 2.25	₹1,379	9.4	2.6	-0.2	13.8	9.9	23.8	Hybrid Equity
Franklin India Debt Hybrid Fund Growth	₹69.0462 ↑ 0.30	₹263	3.9	1.6	1.9	6.4	5.8	8.1	Hybrid Debt
Franklin India Multi - Asset Solution Fund Growth	₹14.2374 ↑ 0.09	₹47	1.8	-1.5	2.5	3.7	3.8	25.5	Dynamic Allocation
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Sep 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 13.4% 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 (30 Sep 22)	₹177.035 ↑ 2.25 (1.29 %)
Net Assets (Cr)	₹1,379 on 31 Aug 22
Category	Hybrid - Hybrid Equity
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.22
Sharpe Ratio	-0.09
Information Ratio	-0.14
Alpha Ratio	-2.94
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 Sep 17	₹10,000
30 Sep 18	₹10,349
30 Sep 19	₹10,885
30 Sep 20	₹10,601
30 Sep 21	₹16,063

Franklin India Equity Hybrid Fund SIP 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 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 30 Sep 22

Duration	Returns
1 Month	-0.9%
3 Month	9.4%
6 Month	2.6%
1 Year	-0.2%
3 Year	13.8%
5 Year	9.9%
10 Year
15 Year
Since launch	13.4%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Sachin Padwal-Desai	8 Aug 06	16.07 Yr.
Anand Radhakrishnan	6 Sep 21	0.98 Yr.
Umesh Sharma	2 Jul 10	12.17 Yr.
Sandeep Manam	18 Oct 21	0.87 Yr.
Rajasa Kakulavarapu	6 Sep 21	0.98 Yr.

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

Asset Allocation

Asset Class	Value
Cash	11.76%
Equity	69.69%
Debt	18.54%

Equity Sector Allocation

Sector	Value
Financial Services	21.32%
Consumer Cyclical	11.09%
Industrials	8.76%
Technology	8.07%
Utility	4.2%
Basic Materials	4.15%
Consumer Defensive	3.4%
Communication Services	3.16%
Energy	3.15%
Health Care	2.39%

Debt Sector Allocation

Sector	Value
Government	18.17%
Cash Equivalent	9.24%
Corporate	2.9%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
5.15% Govt Stock 2025 Sovereign Bonds \| -	7%	₹97 Cr	10,000,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 07 \| HDFCBANK	6%	₹84 Cr	565,300 ↑ 63,300
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| ICICIBANK	6%	₹77 Cr	865,600
5.63% Govt Stock 2026 Sovereign Bonds \| -	5%	₹73 Cr	7,400,000
Infosys Ltd (Technology) Equity, Since 29 Feb 12 \| INFY	5%	₹64 Cr	425,800
5.74% Govt Stock 2026 Sovereign Bonds \| -	4%	₹49 Cr	5,000,000
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Dec 19 \| LT	3%	₹48 Cr	247,900
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 05 \| BHARTIARTL	3%	₹44 Cr	598,900
Axis Bank Ltd (Financial Services) Equity, Since 30 Jun 14 \| 532215	3%	₹43 Cr	573,600
Reliance Industries Ltd (Energy) Equity, Since 31 May 22 \| RELIANCE	2%	₹34 Cr	129,000

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 9.2% 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 (30 Sep 22)	₹69.0462 ↑ 0.30 (0.43 %)
Net Assets (Cr)	₹263 on 31 Aug 22
Category	Hybrid - Hybrid Debt
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderate
Expense Ratio	2.28
Sharpe Ratio	-0.23
Information Ratio	-0.43
Alpha Ratio	-0.12
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 Sep 17	₹10,000
30 Sep 18	₹10,211
30 Sep 19	₹11,020
30 Sep 20	₹11,349
30 Sep 21	₹13,040

Franklin India Debt Hybrid Fund SIP 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 30 Sep 22

Duration	Returns
1 Month	-0.4%
3 Month	3.9%
6 Month	1.6%
1 Year	1.9%
3 Year	6.4%
5 Year	5.8%
10 Year
15 Year
Since launch	9.2%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Sachin Padwal-Desai	2 Jul 10	12.17 Yr.
Anand Radhakrishnan	6 Sep 21	0.98 Yr.
Umesh Sharma	2 Jul 10	12.17 Yr.
Mayank Bukrediwala	24 Aug 20	2.02 Yr.
Rajasa Kakulavarapu	6 Sep 21	0.98 Yr.

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

Asset Allocation

Asset Class	Value
Cash	21.96%
Equity	23.94%
Debt	54.11%

Equity Sector Allocation

Sector	Value
Financial Services	7.23%
Consumer Cyclical	4.01%
Industrials	2.73%
Technology	2.67%
Basic Materials	1.45%
Utility	1.34%
Health Care	1.22%
Communication Services	1.18%
Energy	1.08%
Consumer Defensive	1.01%

Debt Sector Allocation

Sector	Value
Government	48.17%
Cash Equivalent	21.96%
Corporate	5.94%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
5.15% Govt Stock 2025 Sovereign Bonds \| -	13%	₹34 Cr	3,500,000
5.74% Govt Stock 2026 Sovereign Bonds \| -	11%	₹29 Cr	3,000,000
6.54% Govt Stock 2032 Sovereign Bonds \| -	8%	₹20 Cr	2,105,000
364 Dtb 11052023 Sovereign Bonds \| -	7%	₹19 Cr	2,000,000
182 Dtb 01122022 Sovereign Bonds \| -	5%	₹12 Cr	1,250,000
Bajaj Finance Limited Debentures \| -	4%	₹10 Cr	100
Housing Development Finance Corporation Ltd Debentures \| -	4%	₹10 Cr	100
5.63% Govt Stock 2026 Sovereign Bonds \| -	3%	₹9 Cr	900,000
6.18% Govt Stock 2024 Sovereign Bonds \| -	3%	₹8 Cr	800,000
5.22% Govt Stock 2025 Sovereign Bonds \| -	2%	₹6 Cr	600,000

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 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 (30 Sep 22)	₹14.2374 ↑ 0.09 (0.60 %)
Net Assets (Cr)	₹47 on 31 Aug 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	-0.66
Alpha Ratio	0.06
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 Sep 17	₹10,000
30 Sep 18	₹10,142
30 Sep 19	₹10,795
30 Sep 20	₹8,698
30 Sep 21	₹11,730

Franklin India Multi - Asset Solution Fund SIP 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 30 Sep 22

Duration	Returns
1 Month	-1.5%
3 Month	1.8%
6 Month	-1.5%
1 Year	2.5%
3 Year	3.7%
5 Year	3.8%
10 Year
15 Year
Since launch	4.6%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Rajasa Kakulavarapu	7 Feb 22	0.56 Yr.

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

Asset Allocation

Asset Class	Value
Cash	38.98%
Equity	34.05%
Debt	1.09%
Other	25.89%

Equity Sector Allocation

Sector	Value
Financial Services	13.62%
Technology	6.23%
Consumer Defensive	3.62%
Health Care	2.55%
Consumer Cyclical	2.47%
Industrials	2.09%
Energy	1.38%
Basic Materials	0.72%
Utility	0.71%
Communication Services	0.65%

Debt Sector Allocation

Sector	Value
Cash Equivalent	38.98%
Corporate	1.09%

Credit Quality

Rating	Value
A	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Franklin India Bluechip Dir Gr Investment Fund \| -	35%	₹16 Cr	218,271 ↑ 35,806
Nippon India ETF Gold BeES - \| -	26%	₹12 Cr	2,777,086 ↑ 807,095
Franklin India S/T Income Dir Gr Investment Fund \| -	1%	₹1 Cr	2,145 ↓ -185
Franklin India S/T Inc Sgtd Ptf2RetDirGr Investment Fund \| -	0%	₹0 Cr	20,870
Franklin India S/T Inc Sgtd Ptf3DirRetGr Investment Fund \| -	0%	₹0 Cr	23,974
Call, Cash & Other Assets Net Current Assets \| -	38%	₹18 Cr
Franklin India Liquid Sup Inst Dir Gr Investment Fund \| -		₹0 Cr	00 ↓ -16,361

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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.