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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 March 27, 2020 , 429 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 ₹97.1307
↑ 0.83
₹1,664-22.1-19.4-18.6-2.11.77.9 Hybrid Equity
Franklin India Debt Hybrid Fund Growth ₹54.8507
↑ 0.89
₹298-6.6-4.2-0.53.34.98.4 Hybrid Debt
Franklin India Multi - Asset Solution Fund Growth ₹11.9831
↑ 0.24
₹27-8.6-6.4-3.31.83.48.2 Dynamic Allocation
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Mar 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 11.9% 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 (27 Mar 20) ₹97.1307 ↑ 0.83   (0.86 %)
Net Assets (Cr) ₹1,664 on 29 Feb 20
Category Hybrid - Hybrid Equity
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.17
Sharpe Ratio 0.21
Information Ratio -1.18
Alpha Ratio -3.51
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 15₹10,000
29 Feb 16₹9,258
28 Feb 17₹11,374
28 Feb 18₹12,661
28 Feb 19₹12,641
29 Feb 20₹13,259

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 ₹315,615.
Net Profit of ₹15,615
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 27 Mar 20

DurationReturns
1 Month -21.1%
3 Month -22.1%
6 Month -19.4%
1 Year -18.6%
3 Year -2.1%
5 Year 1.7%
10 Year
15 Year
Since launch 11.9%
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 0613.41 Yr.
Umesh Sharma2 Jul 109.51 Yr.
Lakshmikanth Reddy2 May 163.67 Yr.
Krishna Natarajan1 Jan 191 Yr.
Pyari Menon26 Sep 190.26 Yr.

Data below for Franklin India Equity Hybrid Fund as on 29 Feb 20

Asset Allocation
Asset ClassValue
Cash1.11%
Equity71.73%
Debt27.16%
Equity Sector Allocation
SectorValue
Financial Services22.86%
Consumer Cyclical9.65%
Utility6.28%
Consumer Defensive5.85%
Basic Materials5.78%
Technology5.28%
Energy5.08%
Communication Services4.04%
Health Care3.28%
Industrials1.89%
Real Estate1.73%
Debt Sector Allocation
SectorValue
Corporate15.11%
Government12.04%
Cash Equivalent1.11%
Credit Quality
RatingValue
AA64.27%
AAA35.73%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
8%₹146 Cr2,000,862
Export-Import Bank Of India
Debentures | -
5%₹91 Cr900
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK
5%₹91 Cr738,868
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
4%₹79 Cr1,506,302
Coastal Gujarat Power Limited
Debentures | -
4%₹72 Cr700
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 05 | BHARTIARTL
4%₹63 Cr1,264,520
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
3%₹59 Cr763,784
GOVT STOCK
Sovereign Bonds | -
3%₹59 Cr5,600,000
↑ 5,600,000
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | 500124
3%₹48 Cr154,688
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Jun 16 | 532898
3%₹47 Cr2,508,769

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 9.1% 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 (27 Mar 20) ₹54.8507 ↑ 0.89   (1.65 %)
Net Assets (Cr) ₹298 on 29 Feb 20
Category Hybrid - Hybrid Debt
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderate
Expense Ratio 2.38
Sharpe Ratio 2.02
Information Ratio -1.19
Alpha Ratio -0.49
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 15₹10,000
29 Feb 16₹10,045
28 Feb 17₹11,411
28 Feb 18₹12,124
28 Feb 19₹12,518
29 Feb 20₹13,713

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 ₹340,450.
Net Profit of ₹40,450
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 27 Mar 20

DurationReturns
1 Month -8.3%
3 Month -6.6%
6 Month -4.2%
1 Year -0.5%
3 Year 3.3%
5 Year 4.9%
10 Year
15 Year
Since launch 9.1%
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 109.5 Yr.
Umesh Sharma2 Jul 109.5 Yr.
Lakshmikanth Reddy2 May 163.67 Yr.
Krishna Natarajan1 Jan 191 Yr.
Pyari Menon26 Sep 190.26 Yr.

Data below for Franklin India Debt Hybrid Fund as on 29 Feb 20

Asset Allocation
Asset ClassValue
Cash4.94%
Equity22.74%
Debt72.31%
Equity Sector Allocation
SectorValue
Financial Services7.95%
Consumer Cyclical2.72%
Basic Materials2.62%
Utility2.29%
Technology1.63%
Communication Services1.47%
Health Care1.46%
Industrials1.3%
Consumer Defensive0.84%
Energy0.46%
Debt Sector Allocation
SectorValue
Government36.38%
Corporate35.93%
Cash Equivalent4.94%
Credit Quality
RatingValue
A2.13%
AA36.1%
AAA61.77%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
PIPELINE INFRASTRUCTURE PRIVATE LIMITED
Debentures | -
10%₹30 Cr300
GOVT STOCK
Sovereign Bonds | -
9%₹26 Cr2,500,000
↑ 2,500,000
Export-Import Bank Of India
Debentures | -
8%₹25 Cr250
POWER FINANCE CORPORATION LIMITED
Debentures | -
7%₹22 Cr210
State Bank Of India
Debentures | -
7%₹20 Cr200
Call, Cash & Other Assets
Net Current Assets | -
5%₹15 Cr
REC LIMITED
Debentures | -
3%₹11 Cr100
Coastal Gujarat Power Limited
Debentures | -
3%₹10 Cr100
Tata Steel Limited
Debentures | -
3%₹10 Cr100
LIC Housing Finance Limited
Debentures | -
3%₹10 Cr100

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 3.5% 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 (27 Mar 20) ₹11.9831 ↑ 0.24   (2.09 %)
Net Assets (Cr) ₹27 on 29 Feb 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 0.7
Information Ratio -0.73
Alpha Ratio 0.89
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 15₹10,000
29 Feb 16₹9,755
28 Feb 17₹11,104
28 Feb 18₹11,828
28 Feb 19₹11,969
29 Feb 20₹12,658

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 ₹331,978.
Net Profit of ₹31,978
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 27 Mar 20

DurationReturns
1 Month -8.6%
3 Month -8.6%
6 Month -6.4%
1 Year -3.3%
3 Year 1.8%
5 Year 3.4%
10 Year
15 Year
Since launch 3.5%
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 190.67 Yr.

Data below for Franklin India Multi - Asset Solution Fund as on 29 Feb 20

Asset Allocation
Asset ClassValue
Cash2.91%
Equity34.03%
Debt35.86%
Other27.2%
Equity Sector Allocation
SectorValue
Financial Services12.01%
Basic Materials5.09%
Energy3.34%
Technology2.91%
Communication Services2.85%
Health Care2.69%
Utility2.29%
Industrials1.61%
Consumer Cyclical0.95%
Consumer Defensive0.28%
Debt Sector Allocation
SectorValue
Corporate35.75%
Cash Equivalent2.91%
Government0.12%
Credit Quality
RatingValue
A43.58%
AA41.45%
AAA7.95%
B1.27%
BBB4.04%
Below B1.72%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin India S/T Income Dir Gr
Investment Fund | -
37%₹10 Cr24,846
↓ -6,697
Franklin India Bluechip Dir Gr
Investment Fund | -
37%₹10 Cr206,294
↑ 57,414
Nippon India ETF Gold Bees
- | -
25%₹7 Cr1,930,629
↑ 1,930,629
Call, Cash & Other Assets
Net Current Assets | -
2%₹1 Cr
Franklin India S/T Inc Sgtd Ptf1RetDirGr
Investment Fund | -
0%₹0 Cr24,846
↑ 24,846
Franklin India S/T Inc Sgtd Ptf2RetDirGr
Investment Fund | -
0%₹0 Cr24,846
↑ 24,846
Nippon India ETF Gold BeES
- | GOLDBEES
₹0 Cr00
↓ -2,082,100

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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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