+91-22-489139093 Best Balanced Funds by Franklin Templeton Mutual Fund 2025
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 (%) 2024 (%) Sub Cat. Franklin India Equity Hybrid Fund Growth ₹270.547
↓ -0.81 ₹2,245 -1.3 8.4 2 14.8 17.5 17.7 Hybrid Equity Franklin India Debt Hybrid Fund Growth ₹91.5304
↓ -0.06 ₹202 0.1 5.1 5.8 9.8 9 10.7 Hybrid Debt Franklin India Multi - Asset Solution Fund Growth ₹21.2979
↑ 0.01 ₹69 1.3 9.5 12 14 15.4 11.7 Dynamic Allocation Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Oct 25 Research Highlights & Commentary of 3 Funds showcased
Commentary Franklin India Equity Hybrid Fund Franklin India Debt Hybrid Fund Franklin India Multi - Asset Solution Fund Point 1 Highest AUM (₹2,245 Cr). Lower mid AUM (₹202 Cr). Bottom quartile AUM (₹69 Cr). Point 2 Oldest track record among peers (25 yrs). Established history (25+ yrs). Established history (10+ yrs). Point 3 Top rated. Rating: 3★ (lower mid). Not Rated. Point 4 Risk profile: Moderately High. Risk profile: Moderate. Risk profile: Moderately High. Point 5 5Y return: 17.47% (upper mid). 5Y return: 9.00% (bottom quartile). 5Y return: 15.38% (lower mid). Point 6 3Y return: 14.84% (upper mid). 3Y return: 9.76% (bottom quartile). 3Y return: 13.99% (lower mid). Point 7 1Y return: 1.95% (bottom quartile). 1Y return: 5.76% (lower mid). 1Y return: 12.01% (upper mid). Point 8 1M return: 0.84% (upper mid). 1M return: 0.71% (lower mid). 1M return: 0.66% (bottom quartile). Point 9 Alpha: -0.88 (bottom quartile). Alpha: -0.60 (lower mid). Alpha: 0.00 (upper mid). Point 10 Sharpe: -0.67 (bottom quartile). Sharpe: -0.40 (lower mid). Sharpe: 0.81 (upper mid). Franklin India Equity Hybrid Fund
Franklin India Debt Hybrid Fund
Franklin India Multi - Asset Solution 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. 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. Research Highlights for Franklin India Debt Hybrid Fund 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. Research Highlights for Franklin India Multi - Asset Solution Fund 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
Franklin India Equity Hybrid Fund
Growth Launch Date 10 Dec 99 NAV (08 Oct 25) ₹270.547 ↓ -0.81 (-0.30 %) Net Assets (Cr) ₹2,245 on 31 Aug 25 Category Hybrid - Hybrid Equity AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.11 Sharpe Ratio -0.67 Information Ratio 0.99 Alpha Ratio -0.88 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 20 ₹10,000 30 Sep 21 ₹15,152 30 Sep 22 ₹15,116 30 Sep 23 ₹17,625 30 Sep 24 ₹23,096 30 Sep 25 ₹22,810 Returns for Franklin India Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Oct 25 Duration Returns 1 Month 0.8% 3 Month -1.3% 6 Month 8.4% 1 Year 2% 3 Year 14.8% 5 Year 17.5% 10 Year 15 Year Since launch 13.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 17.7% 2023 22.5% 2022 4.7% 2021 23.8% 2020 13.7% 2019 7.9% 2018 -1.6% 2017 21% 2016 7.6% 2015 4.8% Fund Manager information for Franklin India Equity Hybrid Fund
Name Since Tenure Ajay Argal 4 Oct 24 0.91 Yr. Anuj Tagra 7 Mar 24 1.49 Yr. Chandni Gupta 7 Mar 24 1.49 Yr. Sandeep Manam 18 Oct 21 3.87 Yr. Rajasa Kakulavarapu 6 Sep 21 3.99 Yr. Data below for Franklin India Equity Hybrid Fund as on 31 Aug 25
Asset Allocation
Asset Class Value Cash 2.37% Equity 67.88% Debt 27.95% Other 1.81% Equity Sector Allocation
Sector Value Financial Services 20.96% Consumer Cyclical 11.75% Industrials 7.55% Technology 4.99% Health Care 4.9% Basic Materials 3.71% Utility 3.69% Communication Services 3.6% Consumer Defensive 3.19% Energy 2.78% Real Estate 0.77% Debt Sector Allocation
Sector Value Corporate 20.75% Government 7.2% Cash Equivalent 2.37% Credit Quality
Rating Value AA 31.39% AAA 68.61% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK7% ₹157 Cr 1,655,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK5% ₹120 Cr 858,500 Jubilant Bevco Limited
Debentures | -5% ₹104 Cr 9,994 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT3% ₹76 Cr 210,000 Jubilant Beverages Limited
Debentures | -3% ₹74 Cr 7,150 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 05 | BHARTIARTL3% ₹67 Cr 353,000 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY3% ₹65 Cr 440,000 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE3% ₹62 Cr 460,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | AXISBANK3% ₹61 Cr 580,000 6.9% Govt Stock 2065
Sovereign Bonds | -3% ₹60 Cr 6,196,200
↑ 3,000,000 2. Franklin India Debt Hybrid Fund
Franklin India Debt Hybrid Fund
Growth Launch Date 28 Sep 00 NAV (08 Oct 25) ₹91.5304 ↓ -0.06 (-0.07 %) Net Assets (Cr) ₹202 on 31 Aug 25 Category Hybrid - Hybrid Debt AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderate Expense Ratio 1.4 Sharpe Ratio -0.4 Information Ratio 0.51 Alpha Ratio -0.6 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 20 ₹10,000 30 Sep 21 ₹11,489 30 Sep 22 ₹11,707 30 Sep 23 ₹12,814 30 Sep 24 ₹14,765 30 Sep 25 ₹15,404 Returns for Franklin India Debt Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Oct 25 Duration Returns 1 Month 0.7% 3 Month 0.1% 6 Month 5.1% 1 Year 5.8% 3 Year 9.8% 5 Year 9% 10 Year 15 Year Since launch 9.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 10.7% 2023 11.4% 2022 4% 2021 8.1% 2020 7.1% 2019 8.4% 2018 2.1% 2017 9.2% 2016 9.5% 2015 5.8% Fund Manager information for Franklin India Debt Hybrid Fund
Name Since Tenure Rahul Goswami 10 Nov 23 1.81 Yr. Pallab Roy 7 Mar 24 1.48 Yr. Venkatesh Sanjeevi 4 Oct 24 0.91 Yr. Rohan Maru 10 Oct 24 0.89 Yr. Sandeep Manam 18 Oct 21 3.87 Yr. Rajasa Kakulavarapu 6 Sep 21 3.99 Yr. Data below for Franklin India Debt Hybrid Fund as on 31 Aug 25
Asset Allocation
Asset Class Value Cash 6.11% Equity 23.55% Debt 69.99% Other 0.35% Equity Sector Allocation
Sector Value Financial Services 7.34% Consumer Cyclical 3.89% Industrials 2.67% Technology 1.75% Health Care 1.68% Basic Materials 1.36% Utility 1.31% Communication Services 1.28% Consumer Defensive 1.23% Energy 0.75% Real Estate 0.27% Debt Sector Allocation
Sector Value Corporate 48.15% Government 21.84% Cash Equivalent 6.11% Credit Quality
Rating Value AA 13.44% AAA 86.56% Top Securities Holdings / Portfolio
Name Holding Value Quantity 6.9% Govt Stock 2065
Sovereign Bonds | -14% ₹29 Cr 3,000,000 Bajaj Finance Limited
Debentures | -8% ₹16 Cr 1,500 Jubilant Bevco Limited
Debentures | -8% ₹15 Cr 1,468
↓ -100 Rec Limited
Debentures | -5% ₹11 Cr 2,000 Mahindra Rural Housing Finance Limited
Debentures | -5% ₹11 Cr 1,000 Small Industries Development Bank Of India
Debentures | -5% ₹11 Cr 1,000 Bajaj Housing Finance Limited
Debentures | -5% ₹10 Cr 100 Poonawalla Fincorp Limited
Debentures | -5% ₹10 Cr 1,000 National Bank For Agriculture And Rural Development
Debentures | -5% ₹10 Cr 1,000 Kotak Mahindra Investments Limited
Debentures | -3% ₹5 Cr 500 3. Franklin India Multi - Asset Solution Fund
Franklin India Multi - Asset Solution Fund
Growth Launch Date 28 Nov 14 NAV (07 Oct 25) ₹21.2979 ↑ 0.01 (0.03 %) Net Assets (Cr) ₹69 on 31 Aug 25 Category Hybrid - Dynamic Allocation AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating Risk Moderately High Expense Ratio 1.36 Sharpe Ratio 0.81 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.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹13,485 30 Sep 22 ₹13,821 30 Sep 23 ₹15,398 30 Sep 24 ₹18,742 30 Sep 25 ₹20,618 Returns for Franklin India Multi - Asset Solution Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Oct 25 Duration Returns 1 Month 0.7% 3 Month 1.3% 6 Month 9.5% 1 Year 12% 3 Year 14% 5 Year 15.4% 10 Year 15 Year Since launch 7.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 11.7% 2023 14.9% 2022 3.9% 2021 25.5% 2020 -14% 2019 8.2% 2018 0.4% 2017 11.1% 2016 7.8% 2015 0.8% Fund Manager information for Franklin India Multi - Asset Solution Fund
Name Since Tenure Rahul Goswami 4 Jul 25 0.16 Yr. Pallab Roy 4 Jul 25 0.16 Yr. Rohan Maru 4 Jul 25 0.16 Yr. Data below for Franklin India Multi - Asset Solution Fund as on 31 Aug 25
Asset Allocation
Asset Class Value Cash 40.56% Debt 55.15% Other 4.47% Equity Sector Allocation
Sector Value Financial Services 9.03% Consumer Cyclical 2.72% Technology 2.26% Basic Materials 2.01% Industrials 1.99% Consumer Defensive 1.92% Energy 1.91% Health Care 1.53% Communication Services 1.5% Utility 0.89% Real Estate 0.54% Debt Sector Allocation
Sector Value Cash Equivalent 37.25% Corporate 34.83% Government 23.63% Credit Quality
Rating Value AA 5.67% AAA 94.33% Top Securities Holdings / Portfolio
Name Holding Value Quantity Franklin India Arbitrage Dir Gr
Investment Fund | -18% ₹12 Cr 11,709,016 Franklin India Corp Dbt Dir Gr
Investment Fund | -18% ₹12 Cr 1,129,602 Franklin India Gov Sec Dir Gr
Investment Fund | -13% ₹9 Cr 1,479,927
↑ 631,498 Axis Corporate Bond Dir Gr
Investment Fund | -8% ₹5 Cr 2,994,043 Kotak Corporate Bond Dir Gr
Investment Fund | -8% ₹5 Cr 13,741 Bandhan Corporate Bond Dir Gr
Investment Fund | -8% ₹5 Cr 2,734,146 Tata Arbitrage Dir Gr
Investment Fund | -7% ₹5 Cr 3,139,861 Aditya BSL Arbitrage Dir Gr
Investment Fund | -7% ₹5 Cr 1,656,759 Kotak Arbitrage Dir Gr
Investment Fund | -7% ₹5 Cr 1,184,601 Franklin India Money Mkt Dir Gr
Investment Fund | -1% ₹1 Cr 191,442
↑ 191,442
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Research Highlights for Franklin India Equity Hybrid Fund