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3 Best Balanced Funds by Franklin Templeton Mutual Fund 2019

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3 Best Balanced Funds by Franklin Templeton Mutual Fund 2019

Updated on November 11, 2019 , 276 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 (%)2018 (%)Sub Cat.
Franklin India Equity Hybrid Fund Growth ₹121.562
↓ -0.97
₹1,8466.54.37.677.9-1.6 Hybrid Equity
Franklin India Debt Hybrid Fund Growth ₹57.902
↓ -0.06
₹3093.45.29.15.77.22.1 Hybrid Debt
Franklin India Multi - Asset Solution Fund Growth ₹12.9728
↓ -0.04
₹292.95.995.3 0.4 Dynamic Allocation
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Nov 19

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 13.4% since its launch.  Ranked 16 in Hybrid Equity category.  Return for 2018 was -1.6% , 2017 was 21% and 2016 was 7.6% .

Below is the key information for Franklin India Equity Hybrid Fund

Franklin India Equity Hybrid Fund
Growth
Launch Date 10 Dec 99
NAV (13 Nov 19) ₹121.562 ↓ -0.97   (-0.79 %)
Net Assets (Cr) ₹1,846 on 30 Sep 19
Category Hybrid - Hybrid Equity
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.48
Sharpe Ratio 0.21
Information Ratio -1.21
Alpha Ratio -3.14
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
31 Oct 14₹10,000
31 Oct 15₹11,211
31 Oct 16₹12,476
31 Oct 17₹14,062
31 Oct 18₹13,708
31 Oct 19₹15,112

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 ₹367,070.
Net Profit of ₹67,070
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 13 Nov 19

DurationReturns
1 Month 2.2%
3 Month 6.5%
6 Month 4.3%
1 Year 7.6%
3 Year 7%
5 Year 7.9%
10 Year
15 Year
Since launch 13.4%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2009 52.9%
Fund Manager information for Franklin India Equity Hybrid Fund
NameSinceTenure
Sachin Padwal-Desai8 Aug 0613.24 Yr.
Umesh Sharma2 Jul 109.34 Yr.
Lakshmikanth Reddy2 May 163.5 Yr.
Krishna Natarajan1 Jan 190.83 Yr.
Pyari Menon26 Sep 190.1 Yr.

Data below for Franklin India Equity Hybrid Fund as on 30 Sep 19

Asset Allocation
Asset ClassValue
Equity73.07%
Debt25.46%
Other1.46%
Equity Sector Allocation
SectorValue
Financial Services25.12%
Consumer Cyclical9.98%
Energy6.6%
Basic Materials6.38%
Utility6.07%
Consumer Defensive5.88%
Technology4.55%
Communication Services2.95%
Health Care2.84%
Real Estate1.65%
Industrials1.05%
Debt Sector Allocation
SectorValue
Government14.53%
Corporate10.93%
Credit Quality
RatingValue
AA62.51%
AAA37.49%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
8%₹147 Cr2,000,862
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK
7%₹122 Cr988,868
Export-Import Bank Of India
Debentures | -
5%₹90 Cr900
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
4%₹77 Cr1,656,302
GOVT STOCK
Sovereign Bonds | -
4%₹77 Cr7,350,000
↑ 5,850,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 04 | KOTAKBANK
4%₹72 Cr459,760
Coastal Gujarat Power Limited
Debentures | -
4%₹71 Cr700
Hindalco Industries Ltd (Basic Materials)
Equity, Since 31 May 17 | HINDALCO
3%₹57 Cr3,044,188
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
3%₹52 Cr763,784
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | M&M
3%₹50 Cr821,320

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 9.6% since its launch.  Ranked 35 in Hybrid Debt category.  Return for 2018 was 2.1% , 2017 was 9.2% and 2016 was 9.5% .

Below is the key information for Franklin India Debt Hybrid Fund

Franklin India Debt Hybrid Fund
Growth
Launch Date 28 Sep 00
NAV (13 Nov 19) ₹57.902 ↓ -0.06   (-0.10 %)
Net Assets (Cr) ₹309 on 30 Sep 19
Category Hybrid - Hybrid Debt
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderate
Expense Ratio 2.28
Sharpe Ratio 1.21
Information Ratio -1.32
Alpha Ratio -2.65
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
31 Oct 14₹10,000
31 Oct 15₹10,981
31 Oct 16₹12,170
31 Oct 17₹12,993
31 Oct 18₹13,022
31 Oct 19₹14,312

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 ₹367,070.
Net Profit of ₹67,070
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 13 Nov 19

DurationReturns
1 Month 1.3%
3 Month 3.4%
6 Month 5.2%
1 Year 9.1%
3 Year 5.7%
5 Year 7.2%
10 Year
15 Year
Since launch 9.6%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2009 19.1%
Fund Manager information for Franklin India Debt Hybrid Fund
NameSinceTenure
Sachin Padwal-Desai2 Jul 109.34 Yr.
Umesh Sharma2 Jul 109.34 Yr.
Lakshmikanth Reddy2 May 163.5 Yr.
Krishna Natarajan1 Jan 190.83 Yr.
Pyari Menon26 Sep 190.1 Yr.

Data below for Franklin India Debt Hybrid Fund as on 30 Sep 19

Asset Allocation
Asset ClassValue
Equity21.75%
Debt72.36%
Other5.89%
Equity Sector Allocation
SectorValue
Financial Services7.54%
Basic Materials2.66%
Consumer Cyclical2.54%
Utility2.04%
Technology1.4%
Health Care1.29%
Industrials1.27%
Communication Services1.1%
Energy1.02%
Consumer Defensive0.89%
Debt Sector Allocation
SectorValue
Government43.35%
Corporate29.01%
Credit Quality
RatingValue
A2.05%
AA32.02%
AAA65.93%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
PIPELINE INFRASTRUCTURE PRIVATE LIMITED
Debentures | -
10%₹30 Cr300
GOVT STOCK
Sovereign Bonds | -
8%₹26 Cr2,450,000
↑ 2,350,000
Export-Import Bank Of India
Debentures | -
8%₹25 Cr250
POWER FINANCE CORPORATION LIMITED
Debentures | -
7%₹22 Cr210
↑ 20
State Bank Of India
Debentures | -
7%₹20 Cr200
Call, Cash & Other Assets
Receivables | -
6%₹18 Cr
GOVT STOCK
Sovereign Bonds | -
5%₹16 Cr1,500,000
↑ 1,500,000
REC LIMITED
Debentures | -
3%₹10 Cr100
Coastal Gujarat Power Limited
Debentures | -
3%₹10 Cr100
Tata Steel 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 5.4% since its launch.  Return for 2018 was 0.4% , 2017 was 11.1% and 2016 was 7.8% .

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 (13 Nov 19) ₹12.9728 ↓ -0.04   (-0.32 %)
Net Assets (Cr) ₹29 on 30 Sep 19
Category Hybrid - Dynamic Allocation
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 1.82
Sharpe Ratio 0.8
Information Ratio -0.89
Alpha Ratio 1.62
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
31 Oct 15₹10,314
31 Oct 16₹11,161
31 Oct 17₹12,043
31 Oct 18₹11,878
31 Oct 19₹13,051

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 ₹349,120.
Net Profit of ₹49,120
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 13 Nov 19

DurationReturns
1 Month 1.7%
3 Month 2.9%
6 Month 5.9%
1 Year 9%
3 Year 5.3%
5 Year
10 Year
15 Year
Since launch 5.4%
Historical performance (Yearly) on absolute basis
YearReturns
2018 0.4%
2017 11.1%
2016 7.8%
2015 0.8%
2014
2013
2012
2011
2010
2009
Fund Manager information for Franklin India Multi - Asset Solution Fund
NameSinceTenure
Paul Parampreet1 May 190.5 Yr.

Data below for Franklin India Multi - Asset Solution Fund as on 30 Sep 19

Asset Allocation
Asset ClassValue
Cash1.68%
Equity34.86%
Debt33.82%
Other29.65%
Equity Sector Allocation
SectorValue
Financial Services11.84%
Basic Materials4.39%
Communication Services3.45%
Energy3.31%
Technology3.25%
Health Care2.71%
Utility2.26%
Industrials2.03%
Consumer Cyclical1.17%
Consumer Defensive0.47%
Debt Sector Allocation
SectorValue
Corporate31.32%
Government2.49%
Cash Equivalent1.68%
Credit Quality
RatingValue
A43.76%
AA35.45%
AAA15%
BBB4.69%
Below B1.09%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin India Bluechip Dir Gr
Investment Fund | -
38%₹11 Cr229,858
↑ 460
Franklin India S/T Income Dir Gr
Investment Fund | -
36%₹11 Cr24,844
↑ 1,953
Nippon India ETF Gold BeES
- | GOLDBEES
24%₹7 Cr20,909
↓ -947
Call, Cash & Other Assets
Receivables | -
2%₹1 Cr
Franklin India Liquid Sup Inst Dir Gr
Investment Fund | -
₹0 Cr00
↓ -3,741

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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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