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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 ₹150.217
↓ -0.18 ₹1,352 23.9 34.2 19 8.4 11.4 13.7 Hybrid Equity Franklin India Debt Hybrid Fund Growth ₹63.8261
↑ 0.00 ₹196 6.9 9.9 8.1 6.3 7.7 7.1 Hybrid Debt Franklin India Multi - Asset Solution Fund Growth ₹11.6051
↓ 0.00 ₹20 10.4 13.6 -12.6 -1.7 2.9 -14 Dynamic Allocation Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Jan 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 13.7% 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 (14 Jan 21) ₹150.217 ↓ -0.18 (-0.12 %) Net Assets (Cr) ₹1,352 on 30 Nov 20 Category Hybrid - Hybrid Equity AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.15 Sharpe Ratio 0.3 Information Ratio -0.82 Alpha Ratio -3.57 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 Dec 15 ₹10,000 31 Dec 16 ₹10,758 31 Dec 17 ₹13,012 31 Dec 18 ₹12,799 31 Dec 19 ₹13,811 31 Dec 20 ₹15,699 Returns for Franklin India Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 21 Duration Returns 1 Month 7.4% 3 Month 23.9% 6 Month 34.2% 1 Year 19% 3 Year 8.4% 5 Year 11.4% 10 Year 15 Year Since launch 13.7% 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 14.41 Yr. Umesh Sharma 2 Jul 10 10.51 Yr. Lakshmikanth Reddy 2 May 16 4.67 Yr. Krishna Natarajan 1 Jan 19 2 Yr. Mayank Bukrediwala 24 Aug 20 0.35 Yr. Data below for Franklin India Equity Hybrid Fund as on 30 Nov 20
Asset Allocation
Asset Class Value Cash 8.73% Equity 78.79% Debt 12.48% Equity Sector Allocation
Sector Value Financial Services 23.32% Technology 13.89% Consumer Cyclical 10.21% Utility 8.52% Energy 4.82% Communication Services 4.71% Health Care 3.98% Industrials 3.62% Basic Materials 2.97% Real Estate 1.63% Consumer Defensive 1.12% Debt Sector Allocation
Sector Value Cash Equivalent 8.73% Corporate 8.3% Government 4.18% Credit Quality
Rating Value AA 45.17% AAA 54.83% Top Securities Holdings / Portfolio
Name Holding Value Quantity Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 5322159% ₹123 Cr 1,986,935
↓ -250,000 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY9% ₹120 Cr 953,784
↓ -100,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK6% ₹77 Cr 533,868
↓ -160,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK5% ₹69 Cr 1,281,302
↓ -300,000 182 DTB 14012021
Sovereign Bonds | -4% ₹60 Cr 6,000,000
↑ 6,000,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 05 | BHARTIARTL4% ₹58 Cr 1,146,271
↓ -18,249 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Jun 16 | 5328984% ₹48 Cr 2,508,769 Indostar Capital Finance Limited
Debentures | -3% ₹45 Cr 450 Tech Mahindra Ltd (Technology)
Equity, Since 31 Aug 16 | 5327553% ₹42 Cr 429,717 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | M&M3% ₹41 Cr 571,320
↓ -450,000 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 (14 Jan 21) ₹63.8261 ↑ 0.00 (0.00 %) Net Assets (Cr) ₹196 on 30 Nov 20 Category Hybrid - Hybrid Debt AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderate Expense Ratio 2.28 Sharpe Ratio 0.19 Information Ratio -1.21 Alpha Ratio -10.5 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 Dec 15 ₹10,000 31 Dec 16 ₹10,952 31 Dec 17 ₹11,955 31 Dec 18 ₹12,206 31 Dec 19 ₹13,236 31 Dec 20 ₹14,176 Returns for Franklin India Debt Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 21 Duration Returns 1 Month 2% 3 Month 6.9% 6 Month 9.9% 1 Year 8.1% 3 Year 6.3% 5 Year 7.7% 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 10.51 Yr. Umesh Sharma 2 Jul 10 10.51 Yr. Lakshmikanth Reddy 2 May 16 4.67 Yr. Krishna Natarajan 1 Jan 19 2 Yr. Mayank Bukrediwala 24 Aug 20 0.36 Yr. Data below for Franklin India Debt Hybrid Fund as on 30 Nov 20
Asset Allocation
Asset Class Value Cash 27% Equity 22.51% Debt 50.49% Equity Sector Allocation
Sector Value Financial Services 6.41% Consumer Cyclical 2.64% Technology 2.52% Utility 2.33% Health Care 2.02% Basic Materials 1.73% Industrials 1.64% Consumer Defensive 1.38% Communication Services 1.24% Energy 0.6% Debt Sector Allocation
Sector Value Government 32.85% Corporate 27.92% Cash Equivalent 16.71% Credit Quality
Rating Value AA 4.28% AAA 95.72% Top Securities Holdings / Portfolio
Name Holding Value Quantity 5.77% GOI 2030
Sovereign Bonds | -11% ₹22 Cr 2,180,000
↓ -200,000 Housing Development Finance Corporation Limited
Debentures | -11% ₹21 Cr 200 182 DTB 14012021
Sovereign Bonds | -10% ₹20 Cr 2,000,000
↑ 2,000,000 7.17% Govt Stock 2028
Sovereign Bonds | -5% ₹10 Cr 925,000 6.18% Govt Stock 2024
Sovereign Bonds | -4% ₹8 Cr 800,000 6.79% Govt Stock 2027
Sovereign Bonds | -4% ₹7 Cr 700,000 Power Finance Corporation Limited
Debentures | -4% ₹7 Cr 65 Vedanta Limited
Debentures | -3% ₹6 Cr 60 Power Finance Corporation Limited
Debentures | -3% ₹6 Cr 50 Infosys Ltd (Technology)
Equity, Since 31 Aug 09 | INFY3% ₹5 Cr 38,838 3. Franklin India Multi - Asset Solution Fund
CAGR/Annualized return of 2.5% 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 (14 Jan 21) ₹11.6051 ↓ 0.00 (-0.01 %) Net Assets (Cr) ₹20 on 30 Nov 20 Category Hybrid - Dynamic Allocation AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating Risk Moderately High Expense Ratio 1.36 Sharpe Ratio -0.99 Information Ratio -0.69 Alpha Ratio -20.87 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 Dec 15 ₹10,000 31 Dec 16 ₹10,781 31 Dec 17 ₹11,980 31 Dec 18 ₹12,032 31 Dec 19 ₹13,016 31 Dec 20 ₹11,200 Returns for Franklin India Multi - Asset Solution Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 21 Duration Returns 1 Month 3.6% 3 Month 10.4% 6 Month 13.6% 1 Year -12.6% 3 Year -1.7% 5 Year 2.9% 10 Year 15 Year Since launch 2.5% 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 1.67 Yr. Data below for Franklin India Multi - Asset Solution Fund as on 30 Nov 20
Asset Allocation
Asset Class Value Cash 33.65% Equity 36.37% Debt 19.13% Other 10.85% Equity Sector Allocation
Sector Value Financial Services 14.11% Basic Materials 4.52% Industrials 3.52% Utility 2.93% Health Care 2.83% Energy 2.62% Communication Services 2.53% Technology 1.91% Consumer Defensive 0.8% Consumer Cyclical 0.59% Debt Sector Allocation
Sector Value Cash Equivalent 33.65% Corporate 19.02% Government 0.11% Credit Quality
Rating Value A 59.8% AA 40.03% AAA 0.18% Top Securities Holdings / Portfolio
Name Holding Value Quantity Franklin India Bluechip Dir Gr
Investment Fund | -39% ₹10 Cr 176,527
↑ 68,855 Franklin India S/T Income Dir Gr
Investment Fund | -22% ₹6 Cr 27,214 Nippon India ETF Gold BeES
- | GOLDBEES11% ₹3 Cr 649,427
↓ -245,527 Franklin India S/T Inc Sgtd Ptf3DirRetGr
Investment Fund | -0% ₹0 Cr 23,974 Franklin India S/T Inc Sgtd Ptf2RetDirGr
Investment Fund | -0% ₹0 Cr 22,876 Call, Cash & Other Assets
Net Current Assets | -29% ₹7 Cr
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