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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 (%) 2019 (%) Sub Cat. Franklin India Equity Hybrid Fund Growth ₹123.864
↑ 0.36 ₹1,278 6.1 20.1 2.3 3.2 6 7.9 Hybrid Equity Franklin India Debt Hybrid Fund Growth ₹60.0653
↓ 0.00 ₹202 2 7.9 4.4 4.8 6.1 8.4 Hybrid Debt Franklin India Multi - Asset Solution Fund Growth ₹10.64
↑ 0.01 ₹19 2.5 -16.1 -17.6 -3.9 0.5 8.2 Dynamic Allocation Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Oct 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 12.8% 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 (22 Oct 20) ₹123.864 ↑ 0.36 (0.29 %) Net Assets (Cr) ₹1,278 on 30 Sep 20 Category Hybrid - Hybrid Equity AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.15 Sharpe Ratio -0.2 Information Ratio -1.34 Alpha Ratio -8.38 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 15 ₹10,000 30 Sep 16 ₹11,133 30 Sep 17 ₹12,207 30 Sep 18 ₹12,633 30 Sep 19 ₹13,287 30 Sep 20 ₹12,940 Returns for Franklin India Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Oct 20 Duration Returns 1 Month 6.3% 3 Month 6.1% 6 Month 20.1% 1 Year 2.3% 3 Year 3.2% 5 Year 6% 10 Year 15 Year Since launch 12.8% Historical performance (Yearly) on absolute basis
Year Returns 2019 7.9% 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% Fund Manager information for Franklin India Equity Hybrid Fund
Name Since Tenure Sachin Padwal-Desai 8 Aug 06 14.16 Yr. Umesh Sharma 2 Jul 10 10.26 Yr. Lakshmikanth Reddy 2 May 16 4.42 Yr. Krishna Natarajan 1 Jan 19 1.75 Yr. Pyari Menon 26 Sep 19 1.01 Yr. Data below for Franklin India Equity Hybrid Fund as on 30 Sep 20
Asset Allocation
Asset Class Value Cash 3.53% Equity 74.73% Debt 21.74% Equity Sector Allocation
Sector Value Financial Services 20.52% Technology 12.8% Consumer Cyclical 10.77% Utility 8% Basic Materials 5.64% Energy 4.94% Communication Services 4.2% Health Care 3.99% Industrials 2.91% Consumer Defensive 0.96% Debt Sector Allocation
Sector Value Corporate 13.29% Government 10.37% Cash Equivalent 1.6% Credit Quality
Rating Value AA 59.05% AAA 40.95% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY8% ₹106 Cr 1,053,784 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 5322157% ₹95 Cr 2,236,935 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK6% ₹75 Cr 693,868 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | M&M5% ₹62 Cr 1,021,320 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK4% ₹56 Cr 1,581,302 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 05 | BHARTIARTL4% ₹49 Cr 1,164,520 Indostar Capital Finance Limited
Debentures | -3% ₹45 Cr 450 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Jun 16 | 5328983% ₹41 Cr 2,508,769 Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | 5001243% ₹37 Cr 71,688 The Tata Power Company Limited
Debentures | -3% ₹37 Cr 350 2. Franklin India Debt Hybrid Fund
CAGR/Annualized return of 9.3% 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 (22 Oct 20) ₹60.0653 ↓ 0.00 (0.00 %) Net Assets (Cr) ₹202 on 30 Sep 20 Category Hybrid - Hybrid Debt AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderate Expense Ratio 2.28 Sharpe Ratio -0.15 Information Ratio -1.26 Alpha Ratio -10.04 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 15 ₹10,000 30 Sep 16 ₹11,075 30 Sep 17 ₹11,738 30 Sep 18 ₹11,985 30 Sep 19 ₹12,935 30 Sep 20 ₹13,322 Returns for Franklin India Debt Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Oct 20 Duration Returns 1 Month 2.1% 3 Month 2% 6 Month 7.9% 1 Year 4.4% 3 Year 4.8% 5 Year 6.1% 10 Year 15 Year Since launch 9.3% Historical performance (Yearly) on absolute basis
Year Returns 2019 8.4% 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% Fund Manager information for Franklin India Debt Hybrid Fund
Name Since Tenure Sachin Padwal-Desai 2 Jul 10 10.26 Yr. Umesh Sharma 2 Jul 10 10.26 Yr. Lakshmikanth Reddy 2 May 16 4.42 Yr. Krishna Natarajan 1 Jan 19 1.75 Yr. Pyari Menon 26 Sep 19 1.01 Yr. Data below for Franklin India Debt Hybrid Fund as on 30 Sep 20
Asset Allocation
Asset Class Value Cash 15.11% Equity 22.23% Debt 62.66% Equity Sector Allocation
Sector Value Financial Services 5.3% Consumer Cyclical 3.64% Basic Materials 2.54% Technology 2.54% Utility 2.01% Health Care 1.79% Industrials 1.52% Communication Services 1.2% Consumer Defensive 1.15% Energy 0.53% Debt Sector Allocation
Sector Value Government 42.73% Corporate 29.7% Cash Equivalent 5.34% Credit Quality
Rating Value AA 3.97% AAA 96.03% Top Securities Holdings / Portfolio
Name Holding Value Quantity 5.77% GOI 2030
Sovereign Bonds | -15% ₹30 Cr 3,100,000
↑ 1,800,000 5.22% GOI 2025
Sovereign Bonds | -14% ₹28 Cr 2,800,000
↑ 2,800,000 Housing Development Finance Corporation Limited
Debentures | -10% ₹21 Cr 200 6.18% Govt Stock 2024
Sovereign Bonds | -4% ₹8 Cr 800,000 Power Finance Corporation Limited
Debentures | -4% ₹7 Cr 65
↑ 65 REC Limited
Debentures | -4% ₹7 Cr 65
↑ 65 Rural Electrification Corporation Limited
Debentures | -3% ₹7 Cr 60 Vedanta Limited
Debentures | -3% ₹6 Cr 60 Power Finance Corporation Limited
Debentures | -3% ₹5 Cr 50
↑ 50 Infosys Ltd (Technology)
Equity, Since 31 Aug 09 | INFY3% ₹5 Cr 50,838 3. Franklin India Multi - Asset Solution Fund
CAGR/Annualized return of 1.1% 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 (22 Oct 20) ₹10.64 ↑ 0.01 (0.06 %) Net Assets (Cr) ₹19 on 30 Sep 20 Category Hybrid - Dynamic Allocation AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating Risk Moderately High Expense Ratio 1.36 Sharpe Ratio -1.2 Information Ratio -0.65 Alpha Ratio -23.92 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 15 ₹10,000 30 Sep 16 ₹11,009 30 Sep 17 ₹11,652 30 Sep 18 ₹11,818 30 Sep 19 ₹12,578 30 Sep 20 ₹10,135 Returns for Franklin India Multi - Asset Solution Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Oct 20 Duration Returns 1 Month 3.5% 3 Month 2.5% 6 Month -16.1% 1 Year -17.6% 3 Year -3.9% 5 Year 0.5% 10 Year 15 Year Since launch 1.1% Historical performance (Yearly) on absolute basis
Year Returns 2019 8.2% 2018 0.4% 2017 11.1% 2016 7.8% 2015 0.8% 2014 2013 2012 2011 2010 Fund Manager information for Franklin India Multi - Asset Solution Fund
Name Since Tenure Paul Parampreet 1 May 19 1.42 Yr. Data below for Franklin India Multi - Asset Solution Fund as on 30 Sep 20
Asset Allocation
Asset Class Value Cash 16.84% Equity 38.54% Debt 33.04% Other 11.57% Equity Sector Allocation
Sector Value Financial Services 14.63% Basic Materials 6.3% Energy 3.64% Industrials 3.31% Health Care 2.88% Communication Services 2.8% Utility 2.69% Technology 1.45% Consumer Cyclical 0.84% Debt Sector Allocation
Sector Value Corporate 32.89% Cash Equivalent 16.84% Government 0.15% Credit Quality
Rating Value A 60.12% AA 39.68% AAA 0.15% Below B 0.06% Top Securities Holdings / Portfolio
Name Holding Value Quantity Franklin India Bluechip Dir Gr
Investment Fund | -41% ₹8 Cr 174,121
↑ 2,684 Franklin India S/T Income Dir Gr
Investment Fund | -28% ₹5 Cr 27,214 Nippon India ETF Gold BeES
- | GOLDBEES15% ₹3 Cr 638,568
↓ -8,988 Franklin India Short Term Income Plan-Segregated Portfolio 3
- | -0% ₹0 Cr 23,974
↑ 23,974 Franklin India S/T Inc Sgtd Ptf2RetDirGr
Investment Fund | -0% ₹0 Cr 22,876
↓ -1,970 Call, Cash & Other Assets
CBLO | -17% ₹3 Cr
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