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3 Best Balanced Funds by Franklin Templeton Mutual Fund 2025
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 (%) 2024 (%) Sub Cat. Franklin India Equity Hybrid Fund Growth ₹265.823
↓ -1.56 ₹2,248 1.6 3 2.5 14.9 18 17.7 Hybrid Equity Franklin India Debt Hybrid Fund Growth ₹90.5209
↓ -0.22 ₹206 1.6 4.1 6.4 9.7 9 10.7 Hybrid Debt Franklin India Multi - Asset Solution Fund Growth ₹21.0982
↓ 0.00 ₹71 2.2 8.7 14.2 13.5 14.9 11.7 Dynamic Allocation Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25 Research Highlights & Commentary of 3 Funds showcased
Commentary Franklin India Equity Hybrid Fund Franklin India Debt Hybrid Fund Franklin India Multi - Asset Solution Fund Point 1 Highest AUM (₹2,248 Cr). Lower mid AUM (₹206 Cr). Bottom quartile AUM (₹71 Cr). Point 2 Oldest track record among peers (25 yrs). Established history (24+ yrs). Established history (10+ yrs). Point 3 Top rated. Rating: 3★ (lower mid). Not Rated. Point 4 Risk profile: Moderately High. Risk profile: Moderate. Risk profile: Moderately High. Point 5 5Y return: 17.97% (upper mid). 5Y return: 8.97% (bottom quartile). 5Y return: 14.87% (lower mid). Point 6 3Y return: 14.94% (upper mid). 3Y return: 9.67% (bottom quartile). 3Y return: 13.46% (lower mid). Point 7 1Y return: 2.52% (bottom quartile). 1Y return: 6.41% (lower mid). 1Y return: 14.19% (upper mid). Point 8 1M return: -3.01% (bottom quartile). 1M return: -0.96% (lower mid). 1M return: 0.34% (upper mid). Point 9 Alpha: 0.08 (upper mid). Alpha: -0.36 (bottom quartile). Alpha: 0.00 (lower mid). Point 10 Sharpe: 0.08 (bottom quartile). Sharpe: 0.44 (lower mid). Sharpe: 1.20 (upper mid). Franklin India Equity Hybrid Fund
Franklin India Debt Hybrid Fund
Franklin India Multi - Asset Solution 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. 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. Research Highlights for Franklin India Debt Hybrid Fund 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. Research Highlights for Franklin India Multi - Asset Solution Fund 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
Franklin India Equity Hybrid Fund
Growth Launch Date 10 Dec 99 NAV (08 Aug 25) ₹265.823 ↓ -1.56 (-0.58 %) Net Assets (Cr) ₹2,248 on 30 Jun 25 Category Hybrid - Hybrid Equity AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.15 Sharpe Ratio 0.08 Information Ratio 0.98 Alpha Ratio 0.08 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 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 Returns for Franklin India Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25 Duration Returns 1 Month -3% 3 Month 1.6% 6 Month 3% 1 Year 2.5% 3 Year 14.9% 5 Year 18% 10 Year 15 Year Since launch 13.6% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Ajay Argal 4 Oct 24 0.82 Yr. Anuj Tagra 7 Mar 24 1.4 Yr. Chandni Gupta 7 Mar 24 1.4 Yr. Sandeep Manam 18 Oct 21 3.79 Yr. Rajasa Kakulavarapu 6 Sep 21 3.9 Yr. Data below for Franklin India Equity Hybrid Fund as on 30 Jun 25
Asset Allocation
Asset Class Value Cash 4.64% Equity 67.8% Debt 27.56% Equity Sector Allocation
Sector Value Financial Services 21.84% Consumer Cyclical 11.04% Industrials 7.46% Technology 6.16% Health Care 4.65% Communication Services 3.93% Consumer Defensive 3.16% Utility 2.99% Basic Materials 2.89% Energy 2.87% Real Estate 0.81% Debt Sector Allocation
Sector Value Corporate 25.35% Cash Equivalent 4.64% Government 2.21% Credit Quality
Rating Value AA 45.24% AAA 54.76% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK7% ₹166 Cr 827,500 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 5321745% ₹123 Cr 850,000
↓ -50,000 Jubilant Bevco Limited
Debentures | -5% ₹103 Cr 9,994
↑ 9,994 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT3% ₹76 Cr 206,500 Jubilant Beverages Limited
Debentures | -3% ₹73 Cr 7,150
↑ 7,150 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 05 | BHARTIARTL3% ₹71 Cr 353,000 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY3% ₹70 Cr 440,000
↑ 30,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 5322153% ₹66 Cr 550,000 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE3% ₹65 Cr 430,000 HCL Technologies Ltd (Technology)
Equity, Since 30 Nov 21 | HCLTECH2% ₹54 Cr 315,000
↑ 30,000 2. Franklin India Debt Hybrid Fund
Franklin India Debt Hybrid Fund
Growth Launch Date 28 Sep 00 NAV (08 Aug 25) ₹90.5209 ↓ -0.22 (-0.24 %) Net Assets (Cr) ₹206 on 30 Jun 25 Category Hybrid - Hybrid Debt AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderate Expense Ratio 1.39 Sharpe Ratio 0.44 Information Ratio 0.59 Alpha Ratio -0.36 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 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 Returns for Franklin India Debt Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25 Duration Returns 1 Month -1% 3 Month 1.6% 6 Month 4.1% 1 Year 6.4% 3 Year 9.7% 5 Year 9% 10 Year 15 Year Since launch 9.3% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Rahul Goswami 10 Nov 23 1.72 Yr. Pallab Roy 7 Mar 24 1.4 Yr. Venkatesh Sanjeevi 4 Oct 24 0.82 Yr. Rohan Maru 10 Oct 24 0.81 Yr. Sandeep Manam 18 Oct 21 3.79 Yr. Rajasa Kakulavarapu 6 Sep 21 3.9 Yr. Data below for Franklin India Debt Hybrid Fund as on 30 Jun 25
Asset Allocation
Asset Class Value Cash 9.55% Equity 23.91% Debt 66.19% Other 0.35% Equity Sector Allocation
Sector Value Financial Services 7.49% Consumer Cyclical 4.07% Industrials 2.62% Technology 1.92% Health Care 1.74% Communication Services 1.33% Basic Materials 1.28% Consumer Defensive 1.25% Utility 1.12% Energy 0.8% Real Estate 0.3% Debt Sector Allocation
Sector Value Corporate 48.26% Government 17.93% Cash Equivalent 9.55% Credit Quality
Rating Value AA 17.3% AAA 82.7% Top Securities Holdings / Portfolio
Name Holding Value Quantity 6.79% Govt Stock 2034
Sovereign Bonds | -10% ₹21 Cr 2,000,000
↑ 2,000,000 Jubilant Bevco Limited
Debentures | -8% ₹16 Cr 1,568 Bajaj Finance Limited
Debentures | -8% ₹16 Cr 1,500 Rec Limited
Debentures | -5% ₹11 Cr 2,000 National Bank For Agriculture And Rural Development
Debentures | -5% ₹10 Cr 1,000 Small Industries Development Bank Of India
Debentures | -5% ₹10 Cr 1,000 Mahindra Rural Housing Finance Limited
Debentures | -5% ₹10 Cr 1,000 Bajaj Housing Finance Limited
Debentures | -5% ₹10 Cr 100 Poonawalla Fincorp Limited
Debentures | -5% ₹10 Cr 1,000 Kotak Mahindra Investments Limited
Debentures | -3% ₹5 Cr 500 3. Franklin India Multi - Asset Solution Fund
Franklin India Multi - Asset Solution Fund
Growth Launch Date 28 Nov 14 NAV (07 Aug 25) ₹21.0982 ↓ 0.00 (-0.01 %) Net Assets (Cr) ₹71 on 30 Jun 25 Category Hybrid - Dynamic Allocation AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating Risk Moderately High Expense Ratio 1.3 Sharpe Ratio 1.2 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 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 Returns for Franklin India Multi - Asset Solution Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25 Duration Returns 1 Month 0.3% 3 Month 2.2% 6 Month 8.7% 1 Year 14.2% 3 Year 13.5% 5 Year 14.9% 10 Year 15 Year Since launch 7.2% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Rahul Goswami 4 Jul 25 0.08 Yr. Pallab Roy 4 Jul 25 0.08 Yr. Rohan Maru 4 Jul 25 0.08 Yr. Data below for Franklin India Multi - Asset Solution Fund as on 30 Jun 25
Asset Allocation
Asset Class Value Cash 23.44% Equity 36.58% Debt 39.86% Other 0.12% Equity Sector Allocation
Sector Value Financial Services 11.6% Consumer Cyclical 6.99% Technology 4.72% Health Care 3.08% Consumer Defensive 2.81% Industrials 2.67% Energy 1.9% Basic Materials 1.12% Real Estate 0.62% Communication Services 0.56% Utility 0.52% Debt Sector Allocation
Sector Value Corporate 30.52% Cash Equivalent 22.03% Government 10.74% Credit Quality
Rating Value AA 16.83% AAA 83.17% Top Securities Holdings / Portfolio
Name Holding Value Quantity Franklin India Large Cap Dir Gr
Investment Fund | -38% ₹27 Cr 233,494
↓ -2,199 ICICI Pru Short Term Dir Gr
Investment Fund | -22% ₹16 Cr 2,389,483 SBI Short Term Debt Dir Gr
Investment Fund | -22% ₹16 Cr 4,589,294 Franklin India Liquid Sup Inst Dir Gr
Investment Fund | -0% ₹0 Cr 14 Franklin India S/T Inc Sgtd Ptf3DirRetGr
Investment Fund | -0% ₹0 Cr 23,974 Call, Cash & Other Assets
CBLO | -18% ₹13 Cr Nippon India ETF Gold BeES
- | -₹0 Cr 00
↓ -1,295,920
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Research Highlights for Franklin India Equity Hybrid Fund