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3 Best Balanced Funds by Franklin Templeton Mutual Fund 2024

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3 Best Balanced Funds by Franklin Templeton Mutual Fund 2024

Updated on June 10, 2024 , 3022 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 (%)2023 (%)Sub Cat.
Franklin India Equity Hybrid Fund Growth ₹250.142
↑ 0.58
₹1,7826.61531.814.815.522.5 Hybrid Equity
Franklin India Debt Hybrid Fund Growth ₹83.2434
↑ 0.06
₹2213.57.414.27.98.111.4 Hybrid Debt
Franklin India Multi - Asset Solution Fund Growth ₹18.1789
↑ 0.02
₹534.59.918.611.57.714.9 Dynamic Allocation
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 Jun 24

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 14% since its launch.  Ranked 16 in Hybrid Equity category.  Return for 2023 was 22.5% , 2022 was 4.7% and 2021 was 23.8% .

Below is the key information for Franklin India Equity Hybrid Fund

Franklin India Equity Hybrid Fund
Growth
Launch Date 10 Dec 99
NAV (12 Jun 24) ₹250.142 ↑ 0.58   (0.23 %)
Net Assets (Cr) ₹1,782 on 30 Apr 24
Category Hybrid - Hybrid Equity
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.22
Sharpe Ratio 2.89
Information Ratio 0.66
Alpha Ratio 5.33
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 May 19₹10,000
31 May 20₹8,634
31 May 21₹13,197
31 May 22₹13,741
31 May 23₹15,367
31 May 24₹20,013

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 ₹447,579.
Net Profit of ₹147,579
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 12 Jun 24

DurationReturns
1 Month 5%
3 Month 6.6%
6 Month 15%
1 Year 31.8%
3 Year 14.8%
5 Year 15.5%
10 Year
15 Year
Since launch 14%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 47%
Fund Manager information for Franklin India Equity Hybrid Fund
NameSinceTenure
Anuj Tagra7 Mar 240.15 Yr.
Chandni Gupta7 Mar 240.15 Yr.
Varun Sharma1 Sep 230.67 Yr.
Sandeep Manam18 Oct 212.54 Yr.
Rajasa Kakulavarapu6 Sep 212.65 Yr.

Data below for Franklin India Equity Hybrid Fund as on 30 Apr 24

Asset Allocation
Asset ClassValue
Cash5.35%
Equity71.11%
Debt23.54%
Equity Sector Allocation
SectorValue
Financial Services19.73%
Industrials11.62%
Consumer Cyclical10.52%
Technology5.81%
Health Care4.7%
Communication Services4.13%
Utility4%
Energy3.98%
Basic Materials2.99%
Consumer Defensive2.97%
Real Estate0.68%
Debt Sector Allocation
SectorValue
Corporate15.46%
Government8.07%
Cash Equivalent5.35%
Credit Quality
RatingValue
AA8.68%
AAA91.32%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
5%₹97 Cr839,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK
5%₹93 Cr612,000
↑ 105,600
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT
4%₹69 Cr191,263
National Bank For Agriculture And Rural Development
Debentures | -
3%₹53 Cr5,000
↑ 5,000
ICICI Home Finance Company Limited 8.1%
Debentures | -
3%₹51 Cr5,000
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
3%₹51 Cr356,567
LIC Housing Finance Ltd. 7.835%
Debentures | -
3%₹51 Cr5,000
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 30 Sep 14 | TATAMOTORS
3%₹50 Cr492,000
Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE
3%₹48 Cr162,400
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
3%₹47 Cr403,000

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 9.4% since its launch.  Ranked 35 in Hybrid Debt category.  Return for 2023 was 11.4% , 2022 was 4% and 2021 was 8.1% .

Below is the key information for Franklin India Debt Hybrid Fund

Franklin India Debt Hybrid Fund
Growth
Launch Date 28 Sep 00
NAV (12 Jun 24) ₹83.2434 ↑ 0.06   (0.08 %)
Net Assets (Cr) ₹221 on 30 Apr 24
Category Hybrid - Hybrid Debt
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderate
Expense Ratio 1.37
Sharpe Ratio 2.31
Information Ratio 0.46
Alpha Ratio 2.99
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 May 19₹10,000
31 May 20₹9,995
31 May 21₹11,671
31 May 22₹11,922
31 May 23₹12,903
31 May 24₹14,667

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 ₹376,357.
Net Profit of ₹76,357
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 12 Jun 24

DurationReturns
1 Month 2.2%
3 Month 3.5%
6 Month 7.4%
1 Year 14.2%
3 Year 7.9%
5 Year 8.1%
10 Year
15 Year
Since launch 9.4%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 22.4%
Fund Manager information for Franklin India Debt Hybrid Fund
NameSinceTenure
Rahul Goswami10 Nov 230.47 Yr.
Pallab Roy7 Mar 240.15 Yr.
Varun Sharma1 Sep 230.67 Yr.
Sandeep Manam18 Oct 212.54 Yr.
Rajasa Kakulavarapu6 Sep 212.65 Yr.

Data below for Franklin India Debt Hybrid Fund as on 30 Apr 24

Asset Allocation
Asset ClassValue
Cash6.21%
Equity23.2%
Debt70.3%
Other0.28%
Equity Sector Allocation
SectorValue
Financial Services6.82%
Industrials3.82%
Consumer Cyclical3.14%
Technology1.92%
Health Care1.61%
Communication Services1.37%
Energy1.35%
Consumer Defensive1.14%
Utility1.08%
Basic Materials0.73%
Real Estate0.24%
Debt Sector Allocation
SectorValue
Corporate35.93%
Government34.37%
Cash Equivalent6.21%
Credit Quality
RatingValue
AA11.13%
AAA88.87%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
5.74% Govt Stock 2026
Sovereign Bonds | -
13%₹29 Cr3,000,000
Small Industries Development Bank of India 7.68%
Debentures | -
9%₹20 Cr2,000
7.06% Govt Stock 2028
Sovereign Bonds | -
9%₹20 Cr2,000,000
National Bank For Agriculture And Rural Development
Debentures | -
7%₹16 Cr1,500
Bajaj Finance Ltd. 7.82%
Debentures | -
7%₹15 Cr1,500
↑ 1,500
Bharti Telecom Limited
Debentures | -
4%₹10 Cr100
Mahindra Rural Housing Finance Limited
Debentures | -
4%₹10 Cr1,000
7.32% Govt Stock 2030
Sovereign Bonds | -
4%₹10 Cr1,000,000
↑ 1,000,000
Bajaj Housing Finance Limited
Debentures | -
4%₹10 Cr100
Mahindra & Mahindra Financial Services Ltd
Debentures | -
2%₹5 Cr500

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 6.5% since its launch.  Return for 2023 was 14.9% , 2022 was 3.9% and 2021 was 25.5% .

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 (11 Jun 24) ₹18.1789 ↑ 0.02   (0.10 %)
Net Assets (Cr) ₹53 on 30 Apr 24
Category Hybrid - Dynamic Allocation
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 1.18
Sharpe Ratio 2.58
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.

DateValue
31 May 19₹10,000
31 May 20₹7,822
31 May 21₹10,163
31 May 22₹11,338
31 May 23₹12,196
31 May 24₹14,301

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 ₹367,070.
Net Profit of ₹67,070
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 12 Jun 24

DurationReturns
1 Month 1.6%
3 Month 4.5%
6 Month 9.9%
1 Year 18.6%
3 Year 11.5%
5 Year 7.7%
10 Year
15 Year
Since launch 6.5%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014
Fund Manager information for Franklin India Multi - Asset Solution Fund
NameSinceTenure
Varun Sharma1 Sep 230.67 Yr.
Rajasa Kakulavarapu7 Feb 222.23 Yr.

Data below for Franklin India Multi - Asset Solution Fund as on 30 Apr 24

Asset Allocation
Asset ClassValue
Cash7.7%
Equity47.1%
Debt20.16%
Other24.86%
Equity Sector Allocation
SectorValue
Financial Services16.55%
Consumer Cyclical10.37%
Technology5.1%
Industrials3.67%
Health Care3.43%
Energy3.09%
Consumer Defensive2.5%
Basic Materials1.6%
Communication Services0.53%
Real Estate0.25%
Debt Sector Allocation
SectorValue
Corporate12.25%
Government8.29%
Cash Equivalent7.48%
Securitized0.01%
Credit Quality
RatingValue
AA16.79%
AAA83.21%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin India Bluechip Dir Gr
Investment Fund | -
48%₹25 Cr260,210
↑ 43,155
Nippon India ETF Gold BeES
- | -
25%₹13 Cr2,200,821
↓ -169,569
ICICI Pru Short Term Dir Gr
Investment Fund | -
12%₹6 Cr1,041,066
↓ -288,421
SBI Short Term Debt Dir Gr
Investment Fund | -
12%₹6 Cr1,997,683
↓ -554,071
Franklin India S/T Income Dir Gr
Investment Fund | -
0%₹0 Cr49
Franklin India Liquid Sup Inst Dir Gr
Investment Fund | -
0%₹0 Cr14
Call, Cash & Other Assets
CBLO | -
4%₹2 Cr

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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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