SOLUTIONS
EXPLORE FUNDS
 CALCULATORS
fincash number+91-22-48913909Dashboard

Fincash » Franklin Templeton Mutual Fund » Balanced Funds

3 Best Balanced Funds by Franklin Templeton Mutual Fund 2025

Updated on August 27, 2025 , 3483 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.

Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

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 (%)2024 (%)Sub Cat.
Franklin India Equity Hybrid Fund Growth ₹266.468
↓ -0.49 		₹2,256-19.2-0.314.816.917.7 Hybrid Equity
Franklin India Debt Hybrid Fund Growth ₹90.3344
↓ -0.12 		₹204-0.25.84.89.48.810.7 Hybrid Debt
Franklin India Multi - Asset Solution Fund Growth ₹21.1056
↑ 0.03 		₹621.810.611.813.514.511.7 Dynamic Allocation
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Aug 25

Research Highlights & Commentary of 3 Funds showcased

CommentaryFranklin India Equity Hybrid FundFranklin India Debt Hybrid FundFranklin India Multi - Asset Solution Fund
Point 1Highest AUM (₹2,256 Cr).Lower mid AUM (₹204 Cr).Bottom quartile AUM (₹62 Cr).
Point 2Oldest track record among peers (25 yrs).Established history (24+ yrs).Established history (10+ yrs).
Point 3Top rated.Rating: 3★ (lower mid).Not Rated.
Point 4Risk profile: Moderately High.Risk profile: Moderate.Risk profile: Moderately High.
Point 55Y return: 16.86% (upper mid).5Y return: 8.82% (bottom quartile).5Y return: 14.46% (lower mid).
Point 63Y return: 14.82% (upper mid).3Y return: 9.42% (bottom quartile).3Y return: 13.48% (lower mid).
Point 71Y return: -0.27% (bottom quartile).1Y return: 4.81% (lower mid).1Y return: 11.82% (upper mid).
Point 81M return: -1.74% (bottom quartile).1M return: -1.01% (lower mid).1M return: 0.06% (upper mid).
Point 9Alpha: -0.16 (lower mid).Alpha: -0.64 (bottom quartile).Alpha: 0.00 (upper mid).
Point 10Sharpe: -0.39 (bottom quartile).Sharpe: 0.02 (lower mid).Sharpe: 1.08 (upper mid).

Franklin India Equity Hybrid Fund

  • Highest AUM (₹2,256 Cr).
  • Oldest track record among peers (25 yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 16.86% (upper mid).
  • 3Y return: 14.82% (upper mid).
  • 1Y return: -0.27% (bottom quartile).
  • 1M return: -1.74% (bottom quartile).
  • Alpha: -0.16 (lower mid).
  • Sharpe: -0.39 (bottom quartile).

Franklin India Debt Hybrid Fund

  • Lower mid AUM (₹204 Cr).
  • Established history (24+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderate.
  • 5Y return: 8.82% (bottom quartile).
  • 3Y return: 9.42% (bottom quartile).
  • 1Y return: 4.81% (lower mid).
  • 1M return: -1.01% (lower mid).
  • Alpha: -0.64 (bottom quartile).
  • Sharpe: 0.02 (lower mid).

Franklin India Multi - Asset Solution Fund

  • Bottom quartile AUM (₹62 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 14.46% (lower mid).
  • 3Y return: 13.48% (lower mid).
  • 1Y return: 11.82% (upper mid).
  • 1M return: 0.06% (upper mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 1.08 (upper mid).

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.

Research Highlights for Franklin India Equity Hybrid Fund

  • Highest AUM (₹2,256 Cr).
  • Oldest track record among peers (25 yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 16.86% (upper mid).
  • 3Y return: 14.82% (upper mid).
  • 1Y return: -0.27% (bottom quartile).
  • 1M return: -1.74% (bottom quartile).
  • Alpha: -0.16 (lower mid).
  • Sharpe: -0.39 (bottom quartile).
  • Information ratio: 1.09 (upper mid).

Below is the key information for Franklin India Equity Hybrid Fund

Franklin India Equity Hybrid Fund
Growth
Launch Date 10 Dec 99
NAV (29 Aug 25) ₹266.468 ↓ -0.49   (-0.18 %)
Net Assets (Cr) ₹2,256 on 31 Jul 25
Category Hybrid - Hybrid Equity
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating ☆☆☆
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio -0.39
Information Ratio 1.09
Alpha Ratio -0.16
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 20₹10,000
31 Jul 21₹14,460
31 Jul 22₹14,889
31 Jul 23₹17,386
31 Jul 24₹22,914
31 Jul 25₹23,411

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 ₹458,689.
Net Profit of ₹158,689 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 29 Aug 25

DurationReturns
1 Month -1.7%
3 Month -1%
6 Month 9.2%
1 Year -0.3%
3 Year 14.8%
5 Year 16.9%
10 Year
15 Year
Since launch 13.6%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Ajay Argal4 Oct 240.82 Yr.
Anuj Tagra7 Mar 241.4 Yr.
Chandni Gupta7 Mar 241.4 Yr.
Sandeep Manam18 Oct 213.79 Yr.
Rajasa Kakulavarapu6 Sep 213.9 Yr.

Data below for Franklin India Equity Hybrid Fund as on 31 Jul 25

Asset Allocation
Asset ClassValue
Cash4.64%
Equity67.8%
Debt27.56%
Equity Sector Allocation
SectorValue
Financial Services21.84%
Consumer Cyclical11.04%
Industrials7.46%
Technology6.16%
Health Care4.65%
Communication Services3.93%
Consumer Defensive3.16%
Utility2.99%
Basic Materials2.89%
Energy2.87%
Real Estate0.81%
Debt Sector Allocation
SectorValue
Corporate25.35%
Cash Equivalent4.64%
Government2.21%
Credit Quality
RatingValue
AA45.24%
AAA54.76%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK		7%₹166 Cr827,500
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532174		5%₹123 Cr850,000
↓ -50,000
Jubilant Bevco Limited
Debentures | -		5%₹103 Cr9,994
↑ 9,994
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT		3%₹76 Cr206,500
Jubilant Beverages Limited
Debentures | -		3%₹73 Cr7,150
↑ 7,150
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 05 | BHARTIARTL		3%₹71 Cr353,000
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY		3%₹70 Cr440,000
↑ 30,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215		3%₹66 Cr550,000
Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE		3%₹65 Cr430,000
HCL Technologies Ltd (Technology)
Equity, Since 30 Nov 21 | HCLTECH		2%₹54 Cr315,000
↑ 30,000

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.

Research Highlights for Franklin India Debt Hybrid Fund

  • Lower mid AUM (₹204 Cr).
  • Established history (24+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderate.
  • 5Y return: 8.82% (bottom quartile).
  • 3Y return: 9.42% (bottom quartile).
  • 1Y return: 4.81% (lower mid).
  • 1M return: -1.01% (lower mid).
  • Alpha: -0.64 (bottom quartile).
  • Sharpe: 0.02 (lower mid).
  • Information ratio: 0.50 (lower mid).

Below is the key information for Franklin India Debt Hybrid Fund

Franklin India Debt Hybrid Fund
Growth
Launch Date 28 Sep 00
NAV (29 Aug 25) ₹90.3344 ↓ -0.12   (-0.13 %)
Net Assets (Cr) ₹204 on 31 Jul 25
Category Hybrid - Hybrid Debt
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating ☆☆☆
Risk Moderate
Expense Ratio 1.4
Sharpe Ratio 0.02
Information Ratio 0.5
Alpha Ratio -0.64
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 20₹10,000
31 Jul 21₹11,268
31 Jul 22₹11,587
31 Jul 23₹12,667
31 Jul 24₹14,540
31 Jul 25₹15,502

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 29 Aug 25

DurationReturns
1 Month -1%
3 Month -0.2%
6 Month 5.8%
1 Year 4.8%
3 Year 9.4%
5 Year 8.8%
10 Year
15 Year
Since launch 9.2%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Rahul Goswami10 Nov 231.72 Yr.
Pallab Roy7 Mar 241.4 Yr.
Venkatesh Sanjeevi4 Oct 240.82 Yr.
Rohan Maru10 Oct 240.81 Yr.
Sandeep Manam18 Oct 213.79 Yr.
Rajasa Kakulavarapu6 Sep 213.9 Yr.

Data below for Franklin India Debt Hybrid Fund as on 31 Jul 25

Asset Allocation
Asset ClassValue
Cash9.55%
Equity23.91%
Debt66.19%
Other0.35%
Equity Sector Allocation
SectorValue
Financial Services7.49%
Consumer Cyclical4.07%
Industrials2.62%
Technology1.92%
Health Care1.74%
Communication Services1.33%
Basic Materials1.28%
Consumer Defensive1.25%
Utility1.12%
Energy0.8%
Real Estate0.3%
Debt Sector Allocation
SectorValue
Corporate48.26%
Government17.93%
Cash Equivalent9.55%
Credit Quality
RatingValue
AA17.3%
AAA82.7%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
6.79% Govt Stock 2034
Sovereign Bonds | -		10%₹21 Cr2,000,000
↑ 2,000,000
Jubilant Bevco Limited
Debentures | -		8%₹16 Cr1,568
Bajaj Finance Limited
Debentures | -		8%₹16 Cr1,500
Rec Limited
Debentures | -		5%₹11 Cr2,000
National Bank For Agriculture And Rural Development
Debentures | -		5%₹10 Cr1,000
Small Industries Development Bank Of India
Debentures | -		5%₹10 Cr1,000
Mahindra Rural Housing Finance Limited
Debentures | -		5%₹10 Cr1,000
Bajaj Housing Finance Limited
Debentures | -		5%₹10 Cr100
Poonawalla Fincorp Limited
Debentures | -		5%₹10 Cr1,000
Kotak Mahindra Investments Limited
Debentures | -		3%₹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.

Research Highlights for Franklin India Multi - Asset Solution Fund

  • Bottom quartile AUM (₹62 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 14.46% (lower mid).
  • 3Y return: 13.48% (lower mid).
  • 1Y return: 11.82% (upper mid).
  • 1M return: 0.06% (upper mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 1.08 (upper mid).
  • Information ratio: 0.00 (bottom quartile).

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 (28 Aug 25) ₹21.1056 ↑ 0.03   (0.14 %)
Net Assets (Cr) ₹62 on 31 Jul 25
Category Hybrid - Dynamic Allocation
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 1.36
Sharpe Ratio 1.08
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 Jul 20₹10,000
31 Jul 21₹12,841
31 Jul 22₹13,696
31 Jul 23₹15,039
31 Jul 24₹17,790
31 Jul 25₹20,169

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 ₹436,710.
Net Profit of ₹136,710 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 29 Aug 25

DurationReturns
1 Month 0.1%
3 Month 1.8%
6 Month 10.6%
1 Year 11.8%
3 Year 13.5%
5 Year 14.5%
10 Year
15 Year
Since launch 7.2%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Rahul Goswami4 Jul 250.08 Yr.
Pallab Roy4 Jul 250.08 Yr.
Rohan Maru4 Jul 250.08 Yr.

Data below for Franklin India Multi - Asset Solution Fund as on 31 Jul 25

Asset Allocation
Asset ClassValue
Cash23.44%
Equity36.58%
Debt39.86%
Other0.12%
Equity Sector Allocation
SectorValue
Financial Services11.6%
Consumer Cyclical6.99%
Technology4.72%
Health Care3.08%
Consumer Defensive2.81%
Industrials2.67%
Energy1.9%
Basic Materials1.12%
Real Estate0.62%
Communication Services0.56%
Utility0.52%
Debt Sector Allocation
SectorValue
Corporate30.52%
Cash Equivalent22.03%
Government10.74%
Credit Quality
RatingValue
AA16.83%
AAA83.17%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin India Large Cap Dir Gr
Investment Fund | -		38%₹27 Cr233,494
↓ -2,199
ICICI Pru Short Term Dir Gr
Investment Fund | -		22%₹16 Cr2,389,483
SBI Short Term Debt Dir Gr
Investment Fund | -		22%₹16 Cr4,589,294
Franklin India Liquid Sup Inst Dir Gr
Investment Fund | -		0%₹0 Cr14
Franklin India S/T Inc Sgtd Ptf3DirRetGr
Investment Fund | -		0%₹0 Cr23,974
Call, Cash & Other Assets
CBLO | -		18%₹13 Cr
Nippon India ETF Gold BeES
- | -		₹0 Cr00
↓ -1,295,920

How to Invest in Franklin Mutual Fund Online?

  1. Open Free Investment Account for Lifetime at Fincash.com.

  2. Complete your Registration and KYC Process

  3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

    Get Started

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.

You Might Also Like

How helpful was this page ?
☆☆☆☆☆ Rated 4.5, based on 2 reviews.
POST A COMMENT

Get it on Google Play
PRODUCT SOLUTIONS
MUTUAL FUNDS
TOP FUNDS
CALCULATORS
ABOUT US
CONNECT WITH US
Shepard Technologies Pvt. Ltd : 1808, Solus, Hiranandani Estate, Thane, Maharashtra - 400607

AMFI Registration No. 112358 | CIN: U74999MH2016PTC282153

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

Shepard Technologies Pvt. Ltd. (with ARN code 112358) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.

©2025 Shepard Technologies Private Limited. All Rights Reserved