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3 Best Balanced Funds by Franklin Templeton Mutual Fund 2022
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 (%) 2021 (%) Sub Cat. Franklin India Equity Hybrid Fund Growth ₹161.724
↓ -2.76 ₹1,365 -6.7 -9.4 2.7 11.2 8.7 23.8 Hybrid Equity Franklin India Debt Hybrid Fund Growth ₹66.2253
↓ -0.36 ₹257 -2.5 -3.1 1.5 6.2 5.6 8.1 Hybrid Debt Franklin India Multi - Asset Solution Fund Growth ₹13.9687
↓ -0.09 ₹49 -1.7 -2.7 11.4 4.4 3.9 25.5 Dynamic Allocation Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 May 22
(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 13.2% since its launch. Ranked 16 in Hybrid Equity category. Return for 2021 was 23.8% , 2020 was 13.7% and 2019 was 7.9% . Franklin India Equity Hybrid Fund
Growth Launch Date 10 Dec 99 NAV (19 May 22) ₹161.724 ↓ -2.76 (-1.68 %) Net Assets (Cr) ₹1,365 on 30 Apr 22 Category Hybrid - Hybrid Equity AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.15 Sharpe Ratio 0.93 Information Ratio -0.39 Alpha Ratio -2.02 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 Apr 17 ₹10,000 30 Apr 18 ₹10,964 30 Apr 19 ₹11,424 30 Apr 20 ₹10,049 30 Apr 21 ₹14,470 30 Apr 22 ₹16,222 Returns for Franklin India Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 May 22 Duration Returns 1 Month -6% 3 Month -6.7% 6 Month -9.4% 1 Year 2.7% 3 Year 11.2% 5 Year 8.7% 10 Year 15 Year Since launch 13.2% Historical performance (Yearly) on absolute basis
Year Returns 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% 2012 24.2% Fund Manager information for Franklin India Equity Hybrid Fund
Name Since Tenure Sachin Padwal-Desai 8 Aug 06 15.74 Yr. Anand Radhakrishnan 6 Sep 21 0.65 Yr. Umesh Sharma 2 Jul 10 11.84 Yr. Mayank Bukrediwala 24 Aug 20 1.68 Yr. Rajasa Kakulavarapu 6 Sep 21 0.65 Yr. Data below for Franklin India Equity Hybrid Fund as on 30 Apr 22
Asset Allocation
Asset Class Value Cash 12.74% Equity 70.92% Debt 16.34% Equity Sector Allocation
Sector Value Financial Services 22.25% Consumer Cyclical 9.67% Industrials 8.03% Technology 6.98% Consumer Defensive 5.69% Basic Materials 5.46% Utility 5.39% Communication Services 3.92% Health Care 2.49% Energy 1.03% Debt Sector Allocation
Sector Value Government 12.68% Cash Equivalent 10.22% Corporate 6.18% Credit Quality
Rating Value AA 13.43% AAA 86.57% Top Securities Holdings / Portfolio
Name Holding Value Quantity 5.15% Govt Stock 2025
Sovereign Bonds | -7% ₹96 Cr 10,000,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK5% ₹73 Cr 530,400
↑ 67,500 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK5% ₹73 Cr 987,000 5.63% Govt Stock 2026
Sovereign Bonds | -5% ₹72 Cr 7,400,000 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY5% ₹67 Cr 425,800
↑ 46,600 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | AXISBANK4% ₹54 Cr 747,100
↓ -156,400 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT4% ₹50 Cr 297,000
↓ -53,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 05 | BHARTIARTL3% ₹47 Cr 640,500
↓ -109,871 Indostar Capital Finance Limited
Debentures | -3% ₹45 Cr 450 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Mar 21 | HINDUNILVR2% ₹30 Cr 135,400
↓ -13,600 2. Franklin India Debt Hybrid Fund
CAGR/Annualized return of 9.1% since its launch. Ranked 35 in Hybrid Debt category. Return for 2021 was 8.1% , 2020 was 7.1% and 2019 was 8.4% . Franklin India Debt Hybrid Fund
Growth Launch Date 28 Sep 00 NAV (19 May 22) ₹66.2253 ↓ -0.36 (-0.54 %) Net Assets (Cr) ₹257 on 30 Apr 22 Category Hybrid - Hybrid Debt AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderate Expense Ratio 2.28 Sharpe Ratio 0.42 Information Ratio -0.78 Alpha Ratio 0.05 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 Apr 17 ₹10,000 30 Apr 18 ₹10,515 30 Apr 19 ₹11,057 30 Apr 20 ₹11,182 30 Apr 21 ₹12,878 30 Apr 22 ₹13,482 Returns for Franklin India Debt Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 May 22 Duration Returns 1 Month -2.3% 3 Month -2.5% 6 Month -3.1% 1 Year 1.5% 3 Year 6.2% 5 Year 5.6% 10 Year 15 Year Since launch 9.1% Historical performance (Yearly) on absolute basis
Year Returns 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% 2012 14.2% Fund Manager information for Franklin India Debt Hybrid Fund
Name Since Tenure Sachin Padwal-Desai 2 Jul 10 11.84 Yr. Anand Radhakrishnan 6 Sep 21 0.65 Yr. Umesh Sharma 2 Jul 10 11.84 Yr. Mayank Bukrediwala 24 Aug 20 1.68 Yr. Rajasa Kakulavarapu 6 Sep 21 0.65 Yr. Data below for Franklin India Debt Hybrid Fund as on 30 Apr 22
Asset Allocation
Asset Class Value Cash 44.06% Equity 23.35% Debt 32.59% Equity Sector Allocation
Sector Value Financial Services 7.4% Consumer Cyclical 3.06% Industrials 2.7% Technology 2.38% Basic Materials 1.88% Consumer Defensive 1.82% Utility 1.64% Communication Services 1.36% Health Care 0.77% Energy 0.33% Debt Sector Allocation
Sector Value Cash Equivalent 38.26% Government 24.76% Corporate 13.63% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity 5.15% Govt Stock 2025
Sovereign Bonds | -13% ₹34 Cr 3,500,000 182 Dtb 07072022
Sovereign Bonds | -8% ₹20 Cr 2,000,000 Export Import Bank Of India
Debentures | -6% ₹15 Cr 150 Housing Development Finance Corporation Ltd
Debentures | -4% ₹10 Cr 100 Bajaj Finance Limited
Debentures | -4% ₹10 Cr 100 91 Dtb 30062022
Sovereign Bonds | -4% ₹10 Cr 1,000,000 5.63% Govt Stock 2026
Sovereign Bonds | -3% ₹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 Power Finance Corporation Ltd.
Debentures | -2% ₹5 Cr 50 3. Franklin India Multi - Asset Solution Fund
CAGR/Annualized return of 4.6% since its launch. Return for 2021 was 25.5% , 2020 was -14% and 2019 was 8.2% . Franklin India Multi - Asset Solution Fund
Growth Launch Date 28 Nov 14 NAV (19 May 22) ₹13.9687 ↓ -0.09 (-0.62 %) Net Assets (Cr) ₹49 on 30 Apr 22 Category Hybrid - Dynamic Allocation AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating Risk Moderately High Expense Ratio 1.4 Sharpe Ratio 2.32 Information Ratio -0.51 Alpha Ratio 8.16 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 Apr 17 ₹10,000 30 Apr 18 ₹10,552 30 Apr 19 ₹10,789 30 Apr 20 ₹8,602 30 Apr 21 ₹10,579 30 Apr 22 ₹12,532 Returns for Franklin India Multi - Asset Solution Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 May 22 Duration Returns 1 Month -3.4% 3 Month -1.7% 6 Month -2.7% 1 Year 11.4% 3 Year 4.4% 5 Year 3.9% 10 Year 15 Year Since launch 4.6% Historical performance (Yearly) on absolute basis
Year Returns 2021 25.5% 2020 -14% 2019 8.2% 2018 0.4% 2017 11.1% 2016 7.8% 2015 0.8% 2014 2013 2012 Fund Manager information for Franklin India Multi - Asset Solution Fund
Name Since Tenure Rajasa Kakulavarapu 7 Feb 22 0.22 Yr. Data below for Franklin India Multi - Asset Solution Fund as on 30 Apr 22
Asset Allocation
Asset Class Value Cash 37.33% Equity 35.96% Debt 1.01% Other 25.69% Equity Sector Allocation
Sector Value Financial Services 13.5% Technology 6.64% Consumer Cyclical 2.95% Consumer Defensive 2.91% Industrials 2.58% Health Care 2.36% Communication Services 2.01% Basic Materials 1.3% Energy 0.97% Utility 0.74% Debt Sector Allocation
Sector Value Cash Equivalent 36.56% Corporate 1.47% Government 0.31% Credit Quality
Rating Value A 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity Franklin India Bluechip Dir Gr
Investment Fund | -37% ₹18 Cr 252,946
↓ -13,106 Nippon India ETF Gold BeES
- | -26% ₹13 Cr 2,852,834
↓ -27,210 Franklin India Liquid Sup Inst Dir Gr
Investment Fund | -4% ₹2 Cr 5,920
↑ 219 Franklin India S/T Income Dir Gr
Investment Fund | -1% ₹1 Cr 2,330 Franklin India S/T Inc Sgtd Ptf2RetDirGr
Investment Fund | -0% ₹0 Cr 20,870 Franklin India S/T Inc Sgtd Ptf3DirRetGr
Investment Fund | -0% ₹0 Cr 23,974
↑ 23,974 Call, Cash & Other Assets
Net Current Assets | -32% ₹16 Cr
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