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3 Best Balanced Funds by Franklin Templeton Mutual Fund 2020

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3 Best Balanced Funds by Franklin Templeton Mutual Fund 2020

Updated on August 6, 2020 , 622 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 (%)2019 (%)Sub Cat.
Franklin India Equity Hybrid Fund Growth ₹116.343
↓ -0.12
₹1,31913.9-8.31.61.24.47.9 Hybrid Equity
Franklin India Debt Hybrid Fund Growth ₹58.9244
↓ 0.00
₹2205.9-1.85.14.15.98.4 Hybrid Debt
Franklin India Multi - Asset Solution Fund Growth ₹10.5488
↑ 0.01
₹198.7-19.9-16.1-3.90.58.2 Dynamic Allocation
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Aug 20

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 12.6% since its launch.  Ranked 16 in Hybrid Equity category.  Return for 2019 was 7.9% , 2018 was -1.6% and 2017 was 21% .

Below is the key information for Franklin India Equity Hybrid Fund

Franklin India Equity Hybrid Fund
Growth
Launch Date 10 Dec 99
NAV (07 Aug 20) ₹116.343 ↓ -0.12   (-0.10 %)
Net Assets (Cr) ₹1,319 on 30 Jun 20
Category Hybrid - Hybrid Equity
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.17
Sharpe Ratio -0.43
Information Ratio -1.41
Alpha Ratio -7.99
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 Jul 15₹10,000
31 Jul 16₹10,633
31 Jul 17₹11,960
31 Jul 18₹12,538
31 Jul 19₹12,502
31 Jul 20₹12,396

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 ₹340,450.
Net Profit of ₹40,450
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 7 Aug 20

DurationReturns
1 Month 2.3%
3 Month 13.9%
6 Month -8.3%
1 Year 1.6%
3 Year 1.2%
5 Year 4.4%
10 Year
15 Year
Since launch 12.6%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Sachin Padwal-Desai8 Aug 0613.91 Yr.
Umesh Sharma2 Jul 1010 Yr.
Lakshmikanth Reddy2 May 164.17 Yr.
Krishna Natarajan1 Jan 191.5 Yr.
Pyari Menon26 Sep 190.76 Yr.

Data below for Franklin India Equity Hybrid Fund as on 30 Jun 20

Asset Allocation
Asset ClassValue
Cash7.29%
Equity69.56%
Debt20.08%
Other3.07%
Equity Sector Allocation
SectorValue
Financial Services18.69%
Technology9.74%
Consumer Cyclical9.62%
Utility8.3%
Energy5.81%
Communication Services5.75%
Basic Materials4.63%
Health Care3.39%
Industrials2.61%
Consumer Defensive1.01%
Debt Sector Allocation
SectorValue
Corporate12.67%
Government9.26%
Cash Equivalent5.44%
Credit Quality
RatingValue
AA48.66%
AAA51.34%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
6%₹86 Cr1,163,784
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
6%₹83 Cr2,051,935
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK
6%₹79 Cr743,868
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 05 | BHARTIARTL
5%₹71 Cr1,264,520
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
4%₹56 Cr1,581,302
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | M&M
4%₹55 Cr1,071,320
84 DTB 20082020
Sovereign Bonds | -
3%₹46 Cr4,600,000
↑ 4,600,000
Indostar Capital Finance Limited
Debentures | -
3%₹44 Cr450
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Jun 16 | 532898
3%₹44 Cr2,508,769
Call, Cash & Other Assets
Receivables | -
3%₹41 Cr

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 9.3% since its launch.  Ranked 35 in Hybrid Debt category.  Return for 2019 was 8.4% , 2018 was 2.1% and 2017 was 9.2% .

Below is the key information for Franklin India Debt Hybrid Fund

Franklin India Debt Hybrid Fund
Growth
Launch Date 28 Sep 00
NAV (07 Aug 20) ₹58.9244 ↓ 0.00   (0.00 %)
Net Assets (Cr) ₹220 on 30 Jun 20
Category Hybrid - Hybrid Debt
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderate
Expense Ratio 2.38
Sharpe Ratio 0.01
Information Ratio -1.31
Alpha Ratio -11.5
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 Jul 15₹10,000
31 Jul 16₹10,927
31 Jul 17₹11,835
31 Jul 18₹12,095
31 Jul 19₹12,733
31 Jul 20₹13,326

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 7 Aug 20

DurationReturns
1 Month 1%
3 Month 5.9%
6 Month -1.8%
1 Year 5.1%
3 Year 4.1%
5 Year 5.9%
10 Year
15 Year
Since launch 9.3%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Sachin Padwal-Desai2 Jul 1010 Yr.
Umesh Sharma2 Jul 1010 Yr.
Lakshmikanth Reddy2 May 164.17 Yr.
Krishna Natarajan1 Jan 191.5 Yr.
Pyari Menon26 Sep 190.76 Yr.

Data below for Franklin India Debt Hybrid Fund as on 30 Jun 20

Asset Allocation
Asset ClassValue
Cash31.45%
Equity24.09%
Debt37.23%
Other7.23%
Equity Sector Allocation
SectorValue
Financial Services6.66%
Consumer Cyclical3.41%
Utility2.81%
Basic Materials2.38%
Technology2.12%
Communication Services2.11%
Health Care1.67%
Industrials1.35%
Consumer Defensive1.08%
Energy0.51%
Debt Sector Allocation
SectorValue
Corporate26.98%
Cash Equivalent22.59%
Government19.1%
Credit Quality
RatingValue
AA3.65%
AAA96.35%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
84 DTB 20082020
Sovereign Bonds | -
16%₹36 Cr3,600,000
↑ 3,600,000
Housing Development Finance Corporation Limited
Debentures | -
9%₹21 Cr200
Bank Of Baroda
Certificate of Deposit | -
9%₹20 Cr2,000
5.79% Govt Stock 2030
Sovereign Bonds | -
9%₹19 Cr1,900,000
↑ 1,900,000
Call, Cash & Other Assets
Receivables | -
7%₹16 Cr
GOVT STOCK
Sovereign Bonds | -
4%₹8 Cr800,000
182 DTB 06082020
Sovereign Bonds | -
4%₹8 Cr800,000
↑ 800,000
POWER FINANCE CORPORATION LIMITED
Debentures | -
3%₹7 Cr65
REC LIMITED
Debentures | -
3%₹7 Cr65
Rural Electrification Corporation Limited
Debentures | -
3%₹7 Cr60

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 0.9% since its launch.  Return for 2019 was 8.2% , 2018 was 0.4% and 2017 was 11.1% .

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 (07 Aug 20) ₹10.5488 ↑ 0.01   (0.05 %)
Net Assets (Cr) ₹19 on 30 Jun 20
Category Hybrid - Dynamic Allocation
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 1.72
Sharpe Ratio -1.14
Information Ratio -0.56
Alpha Ratio -22.7
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 Jul 15₹10,000
31 Jul 16₹10,848
31 Jul 17₹11,612
31 Jul 18₹11,865
31 Jul 19₹12,203
31 Jul 20₹10,230

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 ₹307,716.
Net Profit of ₹7,716
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 7 Aug 20

DurationReturns
1 Month 3.2%
3 Month 8.7%
6 Month -19.9%
1 Year -16.1%
3 Year -3.9%
5 Year 0.5%
10 Year
15 Year
Since launch 0.9%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Paul Parampreet1 May 191.17 Yr.

Data below for Franklin India Multi - Asset Solution Fund as on 30 Jun 20

Asset Allocation
Asset ClassValue
Cash5.13%
Equity32.78%
Debt34.27%
Other27.81%
Equity Sector Allocation
SectorValue
Financial Services12.19%
Basic Materials5.67%
Communication Services3.32%
Energy3.1%
Utility2.49%
Health Care2.31%
Industrials2.06%
Consumer Cyclical0.87%
Technology0.78%
Debt Sector Allocation
SectorValue
Corporate35.73%
Cash Equivalent3.22%
Government0.45%
Credit Quality
RatingValue
A62.53%
AA35.24%
AAA0.17%
BBB1.75%
Below B0.3%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin India Bluechip Dir Gr
Investment Fund | -
36%₹7 Cr159,462
↑ 35,540
Franklin India S/T Income Dir Gr
Investment Fund | -
28%₹5 Cr27,214
Nippon India ETF Gold BeES
- | GOLDBEES
27%₹5 Cr1,196,734
↓ -7,043
Call, Cash & Other Assets
Receivables | -
5%₹1 Cr
Franklin India Liquid Sup Inst Dir Gr
Investment Fund | -
4%₹1 Cr2,367
↑ 66
Franklin India S/T Inc Sgtd Ptf1RetDirGr
Investment Fund | -
0%₹0 Cr22,964
↓ -1,883
Franklin India S/T Inc Sgtd Ptf2RetDirGr
Investment Fund | -
0%₹0 Cr24,846
Franklin India Short Term Income Plan- Segregated Portfolio 3 9.50% Yes Ban
- | -
0%₹0 Cr23,974
↑ 23,974

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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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