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3 Best Balanced Funds by Franklin Templeton Mutual Fund 2019
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 (%) 2018 (%) Sub Cat. Franklin India Equity Hybrid Fund Growth ₹112.806
↑ 0.85 ₹1,938 -0.2 -5.5 -0.4 9.8 14.3 -1.6 Hybrid Equity Franklin India Debt Hybrid Fund Growth ₹53.9653
↑ 0.11 ₹342 1.4 0 3.1 7.4 9.4 2.1 Hybrid Debt Franklin India Multi - Asset Solution Fund Growth ₹12.2379
↑ 0.08 ₹31 2.7 -0.1 1.3 6.8 0.4 Dynamic Allocation Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Feb 19
(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 13.5% since its launch. Ranked 16 in Hybrid Equity category. Return for 2018 was -1.6% , 2017 was 21% and 2016 was 7.6% . Franklin India Equity Hybrid Fund
Growth Launch Date 10 Dec 99 NAV (20 Feb 19) ₹112.806 ↑ 0.85 (0.76 %) Net Assets (Cr) ₹1,938 on 31 Jan 19 Category Hybrid - Hybrid Equity AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.48 Sharpe Ratio -0.57 Information Ratio -1.1 Alpha Ratio -3.26 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 Jan 14 ₹10,000 31 Jan 15 ₹15,791 31 Jan 16 ₹15,293 31 Jan 17 ₹17,487 31 Jan 18 ₹20,554 31 Jan 19 ₹20,005 Returns for Franklin India Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 19 Duration Returns 1 Month -2% 3 Month -0.2% 6 Month -5.5% 1 Year -0.4% 3 Year 9.8% 5 Year 14.3% 10 Year 15 Year Since launch 13.5% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Sachin Padwal-Desai 8 Aug 06 12.41 Yr. Umesh Sharma 2 Jul 10 8.51 Yr. Srikesh Nair 4 Jun 18 0.58 Yr. Lakshmikanth Reddy 2 May 16 2.67 Yr. Krishna Natarajan 1 Jan 19 0 Yr. Data below for Franklin India Equity Hybrid Fund as on 31 Jan 19
Asset Allocation
Asset Class Value Cash 3.28% Equity 66.35% Debt 28.98% Other 1.39% Equity Sector Allocation
Sector Value Financial Services 21.97% Consumer Cyclical 10.47% Basic Materials 7.55% Energy 5.47% Utility 5.33% Consumer Defensive 4.85% Technology 4.61% Health Care 2.79% Industrials 1.75% Communication Services 1.56% Debt Sector Allocation
Sector Value Corporate 21.4% Government 8.1% Cash Equivalent 2.77% Credit Quality
Rating Value A 3.21% AA 82.5% AAA 14.29% Top Securities Holdings / Portfolio
Name Holding Value Quantity Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 5322157% ₹145 Cr 2,000,862 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK5% ₹103 Cr 494,434 Hinduja Leyland Finance Limited
Debentures | -5% ₹92 Cr 900 Export-Import Bank Of India
Debentures | -5% ₹89 Cr 900 Coastal Gujarat Power Limited
Debentures | -4% ₹80 Cr 800 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 04 | KOTAKBANK4% ₹70 Cr 559,760 Hindalco Industries Ltd (Basic Materials)
Equity, Since 31 May 17 | HINDALCO3% ₹63 Cr 3,044,188 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY3% ₹57 Cr 763,784 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | M&M3% ₹56 Cr 821,320 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK3% ₹55 Cr 1,506,302 2. Franklin India Debt Hybrid Fund
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% . Franklin India Debt Hybrid Fund
Growth Launch Date 28 Sep 00 NAV (20 Feb 19) ₹53.9653 ↑ 0.11 (0.21 %) Net Assets (Cr) ₹342 on 31 Jan 19 Category Hybrid - Hybrid Debt AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderate Expense Ratio 2.28 Sharpe Ratio -0.24 Information Ratio -0.93 Alpha Ratio -2.33 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 Jan 14 ₹10,000 31 Jan 15 ₹12,621 31 Jan 16 ₹12,868 31 Jan 17 ₹14,471 31 Jan 18 ₹15,473 31 Jan 19 ₹15,830 Returns for Franklin India Debt Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 19 Duration Returns 1 Month -0.5% 3 Month 1.4% 6 Month 0% 1 Year 3.1% 3 Year 7.4% 5 Year 9.4% 10 Year 15 Year Since launch 9.6% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Sachin Padwal-Desai 2 Jul 10 8.51 Yr. Umesh Sharma 2 Jul 10 8.51 Yr. Srikesh Nair 1 Dec 15 3.09 Yr. Lakshmikanth Reddy 2 May 16 2.67 Yr. Krishna Natarajan 1 Jan 19 0 Yr. Data below for Franklin India Debt Hybrid Fund as on 31 Jan 19
Asset Allocation
Asset Class Value Cash 15.48% Equity 19.32% Debt 59.15% Other 6.05% Equity Sector Allocation
Sector Value Financial Services 5.74% Basic Materials 2.9% Consumer Cyclical 2.66% Utility 1.65% Industrials 1.47% Technology 1.39% Health Care 1.24% Communication Services 0.9% Consumer Defensive 0.77% Energy 0.61% Debt Sector Allocation
Sector Value Corporate 37.87% Government 21.28% Cash Equivalent 15.48% Credit Quality
Rating Value AA 64.2% AAA 35.8% Top Securities Holdings / Portfolio
Name Holding Value Quantity AXIS BANK LIMITED
Certificate of Deposit | -7% ₹25 Cr 2,500
↑ 2,500 Export-Import Bank Of India
Debentures | -7% ₹25 Cr 250 CANFIN Homes Limited
Commercial Paper | -7% ₹23 Cr 500
↑ 500 Call, Cash & Other Assets
Receivables | -6% ₹21 Cr State Bank Of India
Debentures | -6% ₹20 Cr 200 Edelweiss Commodities Services Limited
Debentures | -6% ₹20 Cr 200 The Tata Power Company Limited
Debentures | -5% ₹16 Cr 160 Housing Development Finance Corporation Limited
Debentures | -4% ₹15 Cr 150
↑ 150 JM Financial Products Limited
Debentures | -4% ₹15 Cr 150 Vedanta Limited
Debentures | -3% ₹12 Cr 120
↑ 120 3. Franklin India Multi - Asset Solution Fund
CAGR/Annualized return of 4.9% since its launch. Return for 2018 was 0.4% , 2017 was 11.1% and 2016 was 7.8% . Franklin India Multi - Asset Solution Fund
Growth Launch Date 28 Nov 14 NAV (20 Feb 19) ₹12.2379 ↑ 0.08 (0.63 %) Net Assets (Cr) ₹31 on 31 Jan 19 Category Hybrid - Dynamic Allocation AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating Risk Moderately High Expense Ratio 1.82 Sharpe Ratio -0.68 Information Ratio -0.97 Alpha Ratio -2.58 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 Jan 15 ₹10,363 31 Jan 16 ₹10,115 31 Jan 17 ₹11,152 31 Jan 18 ₹12,304 31 Jan 19 ₹12,232 Returns for Franklin India Multi - Asset Solution Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 19 Duration Returns 1 Month 0.2% 3 Month 2.7% 6 Month -0.1% 1 Year 1.3% 3 Year 6.8% 5 Year 10 Year 15 Year Since launch 4.9% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Anand Radhakrishnan 27 Feb 15 3.68 Yr. Data below for Franklin India Multi - Asset Solution Fund as on 31 Jan 19
Asset Allocation
Asset Class Value Cash 4.17% Equity 39.7% Debt 25.45% Other 30.68% Equity Sector Allocation
Sector Value Financial Services 11.11% Consumer Cyclical 4.77% Technology 4.7% Consumer Defensive 3.46% Health Care 3.36% Basic Materials 3.28% Industrials 3.23% Communication Services 2.41% Utility 1.76% Energy 1.62% Debt Sector Allocation
Sector Value Corporate 25.45% Cash Equivalent 3.23% Government 0.94% Credit Quality
Rating Value A 50.34% AA 48.53% AAA 1.13% Top Securities Holdings / Portfolio
Name Holding Value Quantity Franklin India Bluechip Dir Gr
Investment Fund | -43% ₹13 Cr 287,421
↑ 46,095 Franklin India S/T Income Dir Gr
Investment Fund | -26% ₹8 Cr 20,034
↓ -6,233 Reliance ETF Gold BeES
- | GOLDBEES25% ₹8 Cr 26,772
↓ -476 Franklin India Liquid Sup Inst Dir Gr
Investment Fund | -4% ₹1 Cr 4,132
↓ -06 Call, Cash & Other Assets
Receivables | -2% ₹1 Cr
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