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3 Best Balanced Funds by Franklin Templeton Mutual Fund 2021
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 (%) 2020 (%) Sub Cat. Franklin India Equity Hybrid Fund Growth ₹180.692
↓ -0.30 ₹1,470 8.2 20.5 45.9 18 12.1 13.7 Hybrid Equity Franklin India Debt Hybrid Fund Growth ₹68.3451
↓ -0.08 ₹210 3 6.5 13.8 9.2 6.7 7.1 Hybrid Debt Franklin India Multi - Asset Solution Fund Growth ₹14.241
↓ 0.00 ₹51 6.4 17.4 33.8 6.4 5 -14 Dynamic Allocation Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Oct 21
(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 14.2% since its launch. Ranked 16 in Hybrid Equity category. Return for 2020 was 13.7% , 2019 was 7.9% and 2018 was -1.6% . Franklin India Equity Hybrid Fund
Growth Launch Date 10 Dec 99 NAV (22 Oct 21) ₹180.692 ↓ -0.30 (-0.17 %) Net Assets (Cr) ₹1,470 on 30 Sep 21 Category Hybrid - Hybrid Equity AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.15 Sharpe Ratio 3.57 Information Ratio -0.27 Alpha Ratio 5.8 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 30 Sep 16 ₹10,000 30 Sep 17 ₹10,964 30 Sep 18 ₹11,347 30 Sep 19 ₹11,934 30 Sep 20 ₹11,623 30 Sep 21 ₹17,611 Returns for Franklin India Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Oct 21 Duration Returns 1 Month 2.4% 3 Month 8.2% 6 Month 20.5% 1 Year 45.9% 3 Year 18% 5 Year 12.1% 10 Year 15 Year Since launch 14.2% Historical performance (Yearly) on absolute basis
Year Returns 2020 13.7% 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% Fund Manager information for Franklin India Equity Hybrid Fund
Name Since Tenure Sachin Padwal-Desai 8 Aug 06 15.16 Yr. Umesh Sharma 2 Jul 10 11.26 Yr. Lakshmikanth Reddy 2 May 16 5.42 Yr. Krishna Natarajan 1 Jan 19 2.75 Yr. Mayank Bukrediwala 24 Aug 20 1.1 Yr. Data below for Franklin India Equity Hybrid Fund as on 30 Sep 21
Asset Allocation
Asset Class Value Cash 7.19% Equity 77.68% Debt 15.13% Equity Sector Allocation
Sector Value Financial Services 23.63% Technology 12.97% Consumer Cyclical 8.27% Utility 7.99% Communication Services 4.76% Energy 3.97% Industrials 3.75% Basic Materials 3.35% Consumer Defensive 3.08% Health Care 2.59% Debt Sector Allocation
Sector Value Government 11.64% Cash Equivalent 5.51% Corporate 5.17% Credit Quality
Rating Value AA 17.82% AAA 82.18% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY8% ₹119 Cr 697,784 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 5322157% ₹100 Cr 1,267,935 5.15% Govt Stock 2025
Sovereign Bonds | -7% ₹99 Cr 10,000,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK6% ₹81 Cr 1,131,302 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK5% ₹77 Cr 483,868 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 05 | BHARTIARTL5% ₹69 Cr 1,046,271 Indostar Capital Finance Limited
Debentures | -3% ₹46 Cr 450 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Jun 16 | 5328983% ₹42 Cr 2,411,692 Embassy Office Parks Reit
-, Since 31 Dec 20 | -3% ₹38 Cr 1,053,600 Hindalco Industries Ltd (Basic Materials)
Equity, Since 31 May 17 | HINDALCO3% ₹37 Cr 794,188 2. Franklin India Debt Hybrid Fund
CAGR/Annualized return of 9.6% since its launch. Ranked 35 in Hybrid Debt category. Return for 2020 was 7.1% , 2019 was 8.4% and 2018 was 2.1% . Franklin India Debt Hybrid Fund
Growth Launch Date 28 Sep 00 NAV (22 Oct 21) ₹68.3451 ↓ -0.08 (-0.12 %) Net Assets (Cr) ₹210 on 30 Sep 21 Category Hybrid - Hybrid Debt AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderate Expense Ratio 2.28 Sharpe Ratio 3.36 Information Ratio -1.06 Alpha Ratio 4.02 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 30 Sep 16 ₹10,000 30 Sep 17 ₹10,599 30 Sep 18 ₹10,822 30 Sep 19 ₹11,680 30 Sep 20 ₹12,029 30 Sep 21 ₹13,821 Returns for Franklin India Debt Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Oct 21 Duration Returns 1 Month 0.8% 3 Month 3% 6 Month 6.5% 1 Year 13.8% 3 Year 9.2% 5 Year 6.7% 10 Year 15 Year Since launch 9.6% Historical performance (Yearly) on absolute basis
Year Returns 2020 7.1% 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% Fund Manager information for Franklin India Debt Hybrid Fund
Name Since Tenure Sachin Padwal-Desai 2 Jul 10 11.26 Yr. Umesh Sharma 2 Jul 10 11.26 Yr. Lakshmikanth Reddy 2 May 16 5.42 Yr. Krishna Natarajan 1 Jan 19 2.75 Yr. Mayank Bukrediwala 24 Aug 20 1.1 Yr. Data below for Franklin India Debt Hybrid Fund as on 30 Sep 21
Asset Allocation
Asset Class Value Cash 11.46% Equity 25.41% Debt 63.13% Equity Sector Allocation
Sector Value Financial Services 7.07% Technology 2.27% Utility 2.24% Consumer Cyclical 2.18% Basic Materials 1.93% Industrials 1.87% Health Care 1.4% Communication Services 1.28% Energy 1.2% Consumer Defensive 0.93% Debt Sector Allocation
Sector Value Government 53.38% Cash Equivalent 11.46% Corporate 9.75% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity 5.15% Govt Stock 2025
Sovereign Bonds | -17% ₹35 Cr 3,500,000 7.17% Govt Stock 2028
Sovereign Bonds | -11% ₹22 Cr 2,100,000 6.79% Govt Stock 2027
Sovereign Bonds | -8% ₹18 Cr 1,695,000 Housing Development Finance Corporation Limited
Debentures | -5% ₹10 Cr 100 Bajaj Finance Limited
Debentures | -5% ₹10 Cr 100 6.67% Govt Stock 2035
Sovereign Bonds | -5% ₹10 Cr 1,000,000
↑ 1,000,000 6.18% Govt Stock 2024
Sovereign Bonds | -4% ₹8 Cr 800,000 Embassy Office Parks Reit
-, Since 30 Jun 21 | -3% ₹6 Cr 178,600 5.22% GOI 2025
Sovereign Bonds | -3% ₹6 Cr 600,000 Power Finance Corporation Limited
Debentures | -3% ₹6 Cr 50 3. Franklin India Multi - Asset Solution Fund
CAGR/Annualized return of 5.3% since its launch. Return for 2020 was -14% , 2019 was 8.2% and 2018 was 0.4% . Franklin India Multi - Asset Solution Fund
Growth Launch Date 28 Nov 14 NAV (22 Oct 21) ₹14.241 ↓ 0.00 (-0.03 %) Net Assets (Cr) ₹51 on 30 Sep 21 Category Hybrid - Dynamic Allocation AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating Risk Moderately High Expense Ratio 1.4 Sharpe Ratio 4.47 Information Ratio -0.67 Alpha Ratio 15.78 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 30 Sep 16 ₹10,000 30 Sep 17 ₹10,584 30 Sep 18 ₹10,734 30 Sep 19 ₹11,425 30 Sep 20 ₹9,206 30 Sep 21 ₹12,415 Returns for Franklin India Multi - Asset Solution Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Oct 21 Duration Returns 1 Month 2.5% 3 Month 6.4% 6 Month 17.4% 1 Year 33.8% 3 Year 6.4% 5 Year 5% 10 Year 15 Year Since launch 5.3% Historical performance (Yearly) on absolute basis
Year Returns 2020 -14% 2019 8.2% 2018 0.4% 2017 11.1% 2016 7.8% 2015 0.8% 2014 2013 2012 2011 Fund Manager information for Franklin India Multi - Asset Solution Fund
Name Since Tenure Paul Parampreet 1 May 19 2.42 Yr. Data below for Franklin India Multi - Asset Solution Fund as on 30 Sep 21
Asset Allocation
Asset Class Value Cash 42.73% Equity 40.38% Debt 1.24% Other 15.65% Equity Sector Allocation
Sector Value Financial Services 15.75% Health Care 4.01% Basic Materials 3.96% Utility 3.68% Industrials 3.48% Energy 2.65% Communication Services 2.43% Technology 2.38% Consumer Defensive 1.05% Consumer Cyclical 0.99% Debt Sector Allocation
Sector Value Cash Equivalent 42.73% Corporate 1.24% Credit Quality
Rating Value A 81.98% AA 17.93% AAA 0.09% Top Securities Holdings / Portfolio
Name Holding Value Quantity Franklin India Bluechip Dir Gr
Investment Fund | -44% ₹23 Cr 312,996
↑ 69,341 Nippon India ETF Gold BeES
- | GOLDBEES16% ₹8 Cr 2,029,546
↓ -1,145,766 Franklin India Liquid Sup Inst Dir Gr
Investment Fund | -3% ₹2 Cr 5,826
↑ 64 Franklin India S/T Income Dir Gr
Investment Fund | -2% ₹1 Cr 5,159
↓ -4,466 Franklin India S/T Inc Sgtd Ptf2RetDirGr
Investment Fund | -0% ₹0 Cr 22,876 Franklin India S/T Inc Sgtd Ptf3DirRetGr
Investment Fund | -0% ₹0 Cr 23,974 Call, Cash & Other Assets
CBLO | -34% ₹18 Cr
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