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3 Best Balanced Funds by Franklin Templeton Mutual Fund 2023
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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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
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2022 (%) Sub Cat. Franklin India Equity Hybrid Fund Growth ₹188.068
↑ 0.49 ₹1,374 5.7 -0.2 12 20.3 10.1 4.7 Hybrid Equity Franklin India Debt Hybrid Fund Growth ₹72.6427
↑ 0.08 ₹240 3.5 1.9 8.3 8.6 6.6 4 Hybrid Debt Franklin India Multi - Asset Solution Fund Growth ₹15.293
↓ -0.02 ₹47 4 3.2 7.9 15.7 4.8 3.9 Dynamic Allocation Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Jun 23
(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 Below is the key information for Franklin India Equity Hybrid Fund Returns up to 1 year are on (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 Below is the key information for Franklin India Debt Hybrid Fund Returns up to 1 year are on 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 Below is the key information for Franklin India Multi - Asset Solution Fund Returns up to 1 year are on 1. Franklin India Equity Hybrid Fund
CAGR/Annualized return of 13.3% since its launch. Ranked 16 in Hybrid Equity category. Return for 2022 was 4.7% , 2021 was 23.8% and 2020 was 13.7% . Franklin India Equity Hybrid Fund
Growth Launch Date 10 Dec 99 NAV (02 Jun 23) ₹188.068 ↑ 0.49 (0.26 %) Net Assets (Cr) ₹1,374 on 30 Apr 23 Category Hybrid - Hybrid Equity AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.22 Sharpe Ratio 0.06 Information Ratio 0.43 Alpha Ratio 0.68 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.
Date Value 31 May 18 ₹10,000 31 May 19 ₹10,455 31 May 20 ₹9,027 31 May 21 ₹13,798 31 May 22 ₹14,366 31 May 23 ₹16,067 Returns for Franklin India Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jun 23 Duration Returns 1 Month 3% 3 Month 5.7% 6 Month -0.2% 1 Year 12% 3 Year 20.3% 5 Year 10.1% 10 Year 15 Year Since launch 13.3% Historical performance (Yearly) on absolute basis
Year Returns 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% 2013 6.6% Fund Manager information for Franklin India Equity Hybrid Fund
Name Since Tenure Sachin Padwal-Desai 1 Feb 11 12.25 Yr. Anand Radhakrishnan 6 Sep 21 1.65 Yr. Umesh Sharma 1 Feb 11 12.25 Yr. Sandeep Manam 18 Oct 21 1.53 Yr. Rajasa Kakulavarapu 6 Sep 21 1.65 Yr. Data below for Franklin India Equity Hybrid Fund as on 30 Apr 23
Asset Allocation
Asset Class Value Cash 6.3% Equity 71.28% Debt 22.42% Equity Sector Allocation
Sector Value Financial Services 22.05% Consumer Cyclical 9.66% Industrials 8.97% Technology 7.6% Health Care 4.48% Consumer Defensive 4.42% Basic Materials 4.07% Energy 3.74% Utility 3.29% Communication Services 2.99% Debt Sector Allocation
Sector Value Government 19.74% Cash Equivalent 6.3% Corporate 2.69% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity 5.15% Govt Stock 2025
Sovereign Bonds | -7% ₹98 Cr 10,000,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK6% ₹87 Cr 515,900
↓ -25,500 5.63% Govt Stock 2026
Sovereign Bonds | -5% ₹72 Cr 7,400,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK5% ₹71 Cr 778,700
↓ -34,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT4% ₹58 Cr 243,300 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY4% ₹53 Cr 425,800 5.74% Govt Stock 2026
Sovereign Bonds | -4% ₹49 Cr 5,000,000 7.38% Govt Stock 2027
Sovereign Bonds | -3% ₹47 Cr 4,500,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | AXISBANK3% ₹43 Cr 497,400
↓ -8,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 05 | BHARTIARTL2% ₹34 Cr 422,500 2. Franklin India Debt Hybrid Fund
CAGR/Annualized return of 9.1% since its launch. Ranked 35 in Hybrid Debt category. Return for 2022 was 4% , 2021 was 8.1% and 2020 was 7.1% . Franklin India Debt Hybrid Fund
Growth Launch Date 28 Sep 00 NAV (02 Jun 23) ₹72.6427 ↑ 0.08 (0.11 %) Net Assets (Cr) ₹240 on 15 May 23 Category Hybrid - Hybrid Debt AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderate Expense Ratio 1.84 Sharpe Ratio -0.07 Information Ratio 0.02 Alpha Ratio -0.44 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.
Date Value 31 May 18 ₹10,000 31 May 19 ₹10,652 31 May 20 ₹10,646 31 May 21 ₹12,432 31 May 22 ₹12,699 31 May 23 ₹13,744 Returns for Franklin India Debt Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jun 23 Duration Returns 1 Month 1.4% 3 Month 3.5% 6 Month 1.9% 1 Year 8.3% 3 Year 8.6% 5 Year 6.6% 10 Year 15 Year Since launch 9.1% Historical performance (Yearly) on absolute basis
Year Returns 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% 2013 6% Fund Manager information for Franklin India Debt Hybrid Fund
Name Since Tenure Sachin Padwal-Desai 1 Feb 11 12.25 Yr. Anand Radhakrishnan 6 Sep 21 1.65 Yr. Kunal Agrawal 30 Nov 22 0.41 Yr. Sandeep Manam 18 Oct 21 1.53 Yr. Rajasa Kakulavarapu 6 Sep 21 1.65 Yr. Data below for Franklin India Debt Hybrid Fund as on 15 May 23
Asset Allocation
Asset Class Value Cash 16.63% Equity 24.3% Debt 59.07% Equity Sector Allocation
Sector Value Financial Services 8.01% Industrials 3.04% Consumer Cyclical 2.84% Technology 2.7% Health Care 1.61% Consumer Defensive 1.42% Energy 1.38% Utility 1.2% Basic Materials 1.14% Communication Services 0.96% Debt Sector Allocation
Sector Value Government 50.29% Corporate 16.78% Cash Equivalent 8.63% Credit Quality
Rating Value AA 10.43% AAA 89.57% Top Securities Holdings / Portfolio
Name Holding Value Quantity 5.15% Govt Stock 2025
Sovereign Bonds | -14% ₹34 Cr 3,500,000 5.74% Govt Stock 2026
Sovereign Bonds | -12% ₹29 Cr 3,000,000 7.41% Govt Stock 2036
Sovereign Bonds | -10% ₹24 Cr 2,250,000
↑ 2,250,000 Bharti Telecom Limited
Debentures | -4% ₹10 Cr 100 Mahindra Rural Housing Finance Limited
Debentures | -4% ₹10 Cr 1,000 5.63% Govt Stock 2026
Sovereign Bonds | -4% ₹9 Cr 900,000 6.18% Govt Stock 2024
Sovereign Bonds | -3% ₹8 Cr 800,000 5.22% Govt Stock 2025
Sovereign Bonds | -2% ₹6 Cr 600,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 09 | HDFCBANK2% ₹5 Cr 31,700 Power Finance Corporation Ltd.
Debentures | -2% ₹5 Cr 50 3. Franklin India Multi - Asset Solution Fund
CAGR/Annualized return of 5.1% since its launch. Return for 2022 was 3.9% , 2021 was 25.5% and 2020 was -14% . Franklin India Multi - Asset Solution Fund
Growth Launch Date 28 Nov 14 NAV (01 Jun 23) ₹15.293 ↓ -0.02 (-0.13 %) Net Assets (Cr) ₹47 on 30 Apr 23 Category Hybrid - Dynamic Allocation AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating Risk Moderately High Expense Ratio 1.16 Sharpe Ratio -0.13 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.
Date Value 31 May 18 ₹10,000 31 May 19 ₹10,366 31 May 20 ₹8,109 31 May 21 ₹10,535 31 May 22 ₹11,752 31 May 23 ₹12,642 Returns for Franklin India Multi - Asset Solution Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jun 23 Duration Returns 1 Month 0.9% 3 Month 4% 6 Month 3.2% 1 Year 7.9% 3 Year 15.7% 5 Year 4.8% 10 Year 15 Year Since launch 5.1% Historical performance (Yearly) on absolute basis
Year Returns 2022 3.9% 2021 25.5% 2020 -14% 2019 8.2% 2018 0.4% 2017 11.1% 2016 7.8% 2015 0.8% 2014 2013 Fund Manager information for Franklin India Multi - Asset Solution Fund
Name Since Tenure Rajasa Kakulavarapu 7 Feb 22 1.23 Yr. Data below for Franklin India Multi - Asset Solution Fund as on 30 Apr 23
Asset Allocation
Asset Class Value Cash 13.31% Equity 36.68% Debt 33.03% Other 16.97% Equity Sector Allocation
Sector Value Financial Services 14.73% Technology 4.62% Consumer Defensive 3.49% Consumer Cyclical 3.05% Industrials 2.48% Energy 2.42% Health Care 2.39% Basic Materials 1.58% Utility 0.98% Communication Services 0.94% Debt Sector Allocation
Sector Value Corporate 18.15% Government 17.84% Cash Equivalent 10.22% Securitized 0.14% Credit Quality
Rating Value AA 12.57% AAA 84.17% B 0.5% BBB 2.76% Top Securities Holdings / Portfolio
Name Holding Value Quantity Franklin India Bluechip Dir Gr
Investment Fund | -38% ₹18 Cr 232,070
↑ 73,427 SBI Short Term Debt Dir Gr
Investment Fund | -18% ₹9 Cr 2,992,973
↓ -795,010 ICICI Pru Short Term Dir Gr
Investment Fund | -18% ₹9 Cr 1,569,417
↓ -415,249 Nippon India ETF Gold BeES
- | -17% ₹8 Cr 1,567,018
↓ -219,253 Franklin India Liquid Sup Inst Dir Gr
Investment Fund | -5% ₹2 Cr 6,391 Franklin India S/T Income Dir Gr
Investment Fund | -1% ₹0 Cr 1,762 Franklin India S/T Inc Sgtd Ptf2RetDirGr
Investment Fund | -0% ₹0 Cr 15,575 Call, Cash & Other Assets
Net Current Assets | -3% ₹1 Cr
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