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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 February 27, 2024 , 2935 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 ₹234.305
↑ 0.68
₹1,66410.315.931.915.615.522.5 Hybrid Equity
Franklin India Debt Hybrid Fund Growth ₹80.3015
↑ 0.10
₹2304.67.314.58.18.211.4 Hybrid Debt
Franklin India Multi - Asset Solution Fund Growth ₹17.0485
↓ -0.08
₹5158.716.412.96.814.9 Dynamic Allocation
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Feb 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 13.9% 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 (29 Feb 24) ₹234.305 ↑ 0.68   (0.29 %)
Net Assets (Cr) ₹1,664 on 31 Jan 24
Category Hybrid - Hybrid Equity
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.22
Sharpe Ratio 2.09
Information Ratio 0.65
Alpha Ratio 4.09
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
28 Feb 19₹10,000
29 Feb 20₹10,489
28 Feb 21₹13,321
28 Feb 22₹14,855
28 Feb 23₹15,584

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 29 Feb 24

DurationReturns
1 Month 2.4%
3 Month 10.3%
6 Month 15.9%
1 Year 31.9%
3 Year 15.6%
5 Year 15.5%
10 Year
15 Year
Since launch 13.9%
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
Umesh Sharma1 Feb 1113.01 Yr.
Varun Sharma1 Sep 230.42 Yr.
Sandeep Manam18 Oct 212.29 Yr.
Rajasa Kakulavarapu6 Sep 212.4 Yr.

Data below for Franklin India Equity Hybrid Fund as on 31 Jan 24

Asset Allocation
Asset ClassValue
Cash10.02%
Equity70.56%
Debt19.43%
Equity Sector Allocation
SectorValue
Financial Services19.14%
Industrials11.91%
Consumer Cyclical9.56%
Technology6.78%
Health Care4.75%
Utility4.58%
Consumer Defensive4.27%
Basic Materials3.64%
Energy3.07%
Communication Services2.86%
Debt Sector Allocation
SectorValue
Government16.12%
Corporate9.34%
Cash Equivalent3.98%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK
5%₹87 Cr506,400
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
5%₹84 Cr839,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT
4%₹67 Cr191,263
5.63% Govt Stock 2026
Sovereign Bonds | -
4%₹64 Cr6,500,000
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
3%₹55 Cr356,567
5.74% Govt Stock 2026
Sovereign Bonds | -
3%₹49 Cr5,000,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | AXISBANK
3%₹44 Cr403,000
Indian Railway Finance Corporation Limited
Debentures | -
3%₹41 Cr4,000
NTPC Ltd (Utilities)
Equity, Since 31 Oct 16 | NTPC
2%₹41 Cr1,308,500
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 30 Apr 22 | KIRLOSENG
2%₹40 Cr607,100

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 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 (29 Feb 24) ₹80.3015 ↑ 0.10   (0.12 %)
Net Assets (Cr) ₹230 on 31 Jan 24
Category Hybrid - Hybrid Debt
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderate
Expense Ratio 1.37
Sharpe Ratio 1.67
Information Ratio 0.5
Alpha Ratio 1.4
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
28 Feb 19₹10,000
29 Feb 20₹10,955
28 Feb 21₹11,759
28 Feb 22₹12,450
28 Feb 23₹12,963
29 Feb 24₹14,839

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 Feb 24

DurationReturns
1 Month 1.2%
3 Month 4.6%
6 Month 7.3%
1 Year 14.5%
3 Year 8.1%
5 Year 8.2%
10 Year
15 Year
Since launch 9.3%
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 230.22 Yr.
Varun Sharma1 Sep 230.42 Yr.
Sandeep Manam18 Oct 212.29 Yr.
Rajasa Kakulavarapu6 Sep 212.4 Yr.

Data below for Franklin India Debt Hybrid Fund as on 31 Jan 24

Asset Allocation
Asset ClassValue
Cash26.75%
Equity24.39%
Debt48.58%
Other0.28%
Equity Sector Allocation
SectorValue
Financial Services7.25%
Industrials4.12%
Consumer Cyclical3.03%
Technology2.39%
Health Care1.57%
Energy1.44%
Consumer Defensive1.42%
Communication Services1.11%
Basic Materials1.09%
Utility0.97%
Debt Sector Allocation
SectorValue
Government34.51%
Corporate31.21%
Cash Equivalent9.61%
Credit Quality
RatingValue
AA9.56%
AAA90.44%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
5.74% Govt Stock 2026
Sovereign Bonds | -
13%₹29 Cr3,000,000
National Bank For Agriculture And Rural Development
Debentures | -
7%₹15 Cr1,500
7.06% Govt Stock 2028
Sovereign Bonds | -
7%₹15 Cr1,500,000
Mahindra Rural Housing Finance Limited
Debentures | -
5%₹11 Cr1,000
Bajaj Housing Finance Limited
Debentures | -
5%₹11 Cr100
Bharti Telecom Limited
Debentures | -
4%₹10 Cr100
Power Finance Corporation Ltd.
Debentures | -
2%₹5 Cr50
Cholamandalam Investment And Finance Company Limited
Debentures | -
2%₹5 Cr500
Mahindra & Mahindra Financial Services Ltd
Debentures | -
2%₹5 Cr500
5.63% Govt Stock 2026
Sovereign Bonds | -
2%₹5 Cr500,000

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 5.9% 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 (28 Feb 24) ₹17.0485 ↓ -0.08   (-0.46 %)
Net Assets (Cr) ₹51 on 31 Jan 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 1.61
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
28 Feb 19₹10,000
29 Feb 20₹10,575
28 Feb 21₹9,675
28 Feb 22₹11,525
28 Feb 23₹11,947
29 Feb 24₹13,908

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 ₹357,992.
Net Profit of ₹57,992
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 Feb 24

DurationReturns
1 Month 1.6%
3 Month 5%
6 Month 8.7%
1 Year 16.4%
3 Year 12.9%
5 Year 6.8%
10 Year
15 Year
Since launch 5.9%
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 230.42 Yr.
Rajasa Kakulavarapu7 Feb 221.98 Yr.

Data below for Franklin India Multi - Asset Solution Fund as on 31 Jan 24

Asset Allocation
Asset ClassValue
Cash6.19%
Equity40.8%
Debt25.88%
Other27.13%
Equity Sector Allocation
SectorValue
Financial Services15.86%
Consumer Cyclical5.74%
Technology4.94%
Industrials3.09%
Energy3.01%
Consumer Defensive2.91%
Health Care2.85%
Basic Materials1.53%
Communication Services0.86%
Debt Sector Allocation
SectorValue
Corporate14.47%
Government11.93%
Cash Equivalent5.59%
Securitized0.08%
Credit Quality
RatingValue
AA13.1%
AAA86.9%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin India Bluechip Dir Gr
Investment Fund | -
42%₹21 Cr228,318
Nippon India ETF Gold BeES
- | -
27%₹14 Cr2,579,120
↓ -90,000
SBI Short Term Debt Dir Gr
Investment Fund | -
15%₹8 Cr2,507,935
ICICI Pru Short Term Dir Gr
Investment Fund | -
15%₹7 Cr1,289,086
↓ -19,985
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 | -
1%₹1 Cr
Franklin India S/T Inc Sgtd Ptf3DirRetGr
Investment Fund | -
₹0 Cr00
↓ -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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