+91-22-489139093 Best Balanced Funds by Franklin Templeton Mutual Fund 2026
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.
Fund Selection Methodology used to find 3 funds
Best Franklin Templeton Balanced Mutual Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Sub Cat. Franklin India Equity Hybrid Fund Growth ₹264.929
↑ 2.06 ₹2,364 -0.2 2.4 -3 8.4 8.3 3.6 Hybrid Equity Franklin India Debt Hybrid Fund Growth ₹92.7886
↑ 0.25 ₹197 1 2.4 1.5 7 6.4 5.9 Hybrid Debt Franklin India Multi - Asset Solution Fund Growth ₹22.4397
↑ 0.00 ₹141 1.5 2.9 5.8 11.6 10 14.1 Dynamic Allocation Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Sep 26 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 (₹2,364 Cr). Lower mid AUM (₹197 Cr). Bottom quartile AUM (₹141 Cr). Point 2 Oldest track record among peers (26 yrs). Established history (25+ yrs). Established history (11+ 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: 8.35% (lower mid). 5Y return: 6.45% (bottom quartile). 5Y return: 10.04% (upper mid). Point 6 3Y return: 8.36% (lower mid). 3Y return: 6.99% (bottom quartile). 3Y return: 11.65% (upper mid). Point 7 1Y return: -3.04% (bottom quartile). 1Y return: 1.48% (lower mid). 1Y return: 5.83% (upper mid). Point 8 1M return: -1.94% (bottom quartile). 1M return: -0.25% (lower mid). 1M return: 0.29% (upper mid). Point 9 Alpha: -4.27 (bottom quartile). Alpha: -2.67 (lower mid). Alpha: 0.00 (upper mid). Point 10 Sharpe: -0.48 (lower mid). Sharpe: -0.76 (bottom quartile). Sharpe: 0.12 (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 (18 Sep 26) ₹264.929 ↑ 2.06 (0.79 %) Net Assets (Cr) ₹2,364 on 31 Jul 26 Category Hybrid - Hybrid Equity AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.11 Sharpe Ratio -0.48 Information Ratio 0.01 Alpha Ratio -4.27 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 Returns for Franklin India Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Sep 26 Duration Returns 1 Month -1.9% 3 Month -0.2% 6 Month 2.4% 1 Year -3% 3 Year 8.4% 5 Year 8.3% 10 Year 15 Year Since launch 13% Historical performance (Yearly) on absolute basis
Year Returns 2025 3.6% 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% Fund Manager information for Franklin India Equity Hybrid Fund
Name Since Tenure Data below for Franklin India Equity Hybrid Fund as on 31 Jul 26
Asset Allocation
Asset Class Value Equity Sector Allocation
Sector Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. Franklin India Debt Hybrid Fund
Franklin India Debt Hybrid Fund
Growth Launch Date 28 Sep 00 NAV (18 Sep 26) ₹92.7886 ↑ 0.25 (0.27 %) Net Assets (Cr) ₹197 on 31 Jul 26 Category Hybrid - Hybrid Debt AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderate Expense Ratio 1.4 Sharpe Ratio -0.76 Information Ratio -0.28 Alpha Ratio -2.67 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 Returns for Franklin India Debt Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Sep 26 Duration Returns 1 Month -0.3% 3 Month 1% 6 Month 2.4% 1 Year 1.5% 3 Year 7% 5 Year 6.4% 10 Year 15 Year Since launch 9% Historical performance (Yearly) on absolute basis
Year Returns 2025 5.9% 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% Fund Manager information for Franklin India Debt Hybrid Fund
Name Since Tenure Data below for Franklin India Debt Hybrid Fund as on 31 Jul 26
Asset Allocation
Asset Class Value Equity Sector Allocation
Sector Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. Franklin India Multi - Asset Solution Fund
Franklin India Multi - Asset Solution Fund
Growth Launch Date 28 Nov 14 NAV (17 Sep 26) ₹22.4397 ↑ 0.00 (0.00 %) Net Assets (Cr) ₹141 on 31 Jul 26 Category Hybrid - Dynamic Allocation AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating Risk Moderately High Expense Ratio 1.36 Sharpe Ratio 0.12 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 Returns for Franklin India Multi - Asset Solution Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Sep 26 Duration Returns 1 Month 0.3% 3 Month 1.5% 6 Month 2.9% 1 Year 5.8% 3 Year 11.6% 5 Year 10% 10 Year 15 Year Since launch 7.1% Historical performance (Yearly) on absolute basis
Year Returns 2025 14.1% 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% Fund Manager information for Franklin India Multi - Asset Solution Fund
Name Since Tenure Data below for Franklin India Multi - Asset Solution Fund as on 31 Jul 26
Asset Allocation
Asset Class Value Equity Sector Allocation
Sector Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
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Research Highlights for Franklin India Equity Hybrid Fund