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3 Best Balanced Funds by Franklin Templeton Mutual Fund 2020
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 (%) 2019 (%) Sub Cat. Franklin India Equity Hybrid Fund Growth ₹97.1307
↑ 0.83 ₹1,664 -22.1 -19.4 -18.6 -2.1 1.7 7.9 Hybrid Equity Franklin India Debt Hybrid Fund Growth ₹54.8507
↑ 0.89 ₹298 -6.6 -4.2 -0.5 3.3 4.9 8.4 Hybrid Debt Franklin India Multi - Asset Solution Fund Growth ₹11.9831
↑ 0.24 ₹27 -8.6 -6.4 -3.3 1.8 3.4 8.2 Dynamic Allocation Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Mar 20
(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 11.9% since its launch. Ranked 16 in Hybrid Equity category. Return for 2019 was 7.9% , 2018 was -1.6% and 2017 was 21% . Franklin India Equity Hybrid Fund
Growth Launch Date 10 Dec 99 NAV (27 Mar 20) ₹97.1307 ↑ 0.83 (0.86 %) Net Assets (Cr) ₹1,664 on 29 Feb 20 Category Hybrid - Hybrid Equity AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.17 Sharpe Ratio 0.21 Information Ratio -1.18 Alpha Ratio -3.51 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 28 Feb 15 ₹10,000 29 Feb 16 ₹9,258 28 Feb 17 ₹11,374 28 Feb 18 ₹12,661 28 Feb 19 ₹12,641 29 Feb 20 ₹13,259 Returns for Franklin India Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Mar 20 Duration Returns 1 Month -21.1% 3 Month -22.1% 6 Month -19.4% 1 Year -18.6% 3 Year -2.1% 5 Year 1.7% 10 Year 15 Year Since launch 11.9% Historical performance (Yearly) on absolute basis
Year Returns 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% 2010 14.8% Fund Manager information for Franklin India Equity Hybrid Fund
Name Since Tenure Sachin Padwal-Desai 8 Aug 06 13.41 Yr. Umesh Sharma 2 Jul 10 9.51 Yr. Lakshmikanth Reddy 2 May 16 3.67 Yr. Krishna Natarajan 1 Jan 19 1 Yr. Pyari Menon 26 Sep 19 0.26 Yr. Data below for Franklin India Equity Hybrid Fund as on 29 Feb 20
Asset Allocation
Asset Class Value Cash 1.11% Equity 71.73% Debt 27.16% Equity Sector Allocation
Sector Value Financial Services 22.86% Consumer Cyclical 9.65% Utility 6.28% Consumer Defensive 5.85% Basic Materials 5.78% Technology 5.28% Energy 5.08% Communication Services 4.04% Health Care 3.28% Industrials 1.89% Real Estate 1.73% Debt Sector Allocation
Sector Value Corporate 15.11% Government 12.04% Cash Equivalent 1.11% Credit Quality
Rating Value AA 64.27% AAA 35.73% Top Securities Holdings / Portfolio
Name Holding Value Quantity Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 5322158% ₹146 Cr 2,000,862 Export-Import Bank Of India
Debentures | -5% ₹91 Cr 900 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK5% ₹91 Cr 738,868 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK4% ₹79 Cr 1,506,302 Coastal Gujarat Power Limited
Debentures | -4% ₹72 Cr 700 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 05 | BHARTIARTL4% ₹63 Cr 1,264,520 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY3% ₹59 Cr 763,784 GOVT STOCK
Sovereign Bonds | -3% ₹59 Cr 5,600,000
↑ 5,600,000 Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | 5001243% ₹48 Cr 154,688 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Jun 16 | 5328983% ₹47 Cr 2,508,769 2. Franklin India Debt Hybrid Fund
CAGR/Annualized return of 9.1% since its launch. Ranked 35 in Hybrid Debt category. Return for 2019 was 8.4% , 2018 was 2.1% and 2017 was 9.2% . Franklin India Debt Hybrid Fund
Growth Launch Date 28 Sep 00 NAV (27 Mar 20) ₹54.8507 ↑ 0.89 (1.65 %) Net Assets (Cr) ₹298 on 29 Feb 20 Category Hybrid - Hybrid Debt AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderate Expense Ratio 2.38 Sharpe Ratio 2.02 Information Ratio -1.19 Alpha Ratio -0.49 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 28 Feb 15 ₹10,000 29 Feb 16 ₹10,045 28 Feb 17 ₹11,411 28 Feb 18 ₹12,124 28 Feb 19 ₹12,518 29 Feb 20 ₹13,713 Returns for Franklin India Debt Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Mar 20 Duration Returns 1 Month -8.3% 3 Month -6.6% 6 Month -4.2% 1 Year -0.5% 3 Year 3.3% 5 Year 4.9% 10 Year 15 Year Since launch 9.1% Historical performance (Yearly) on absolute basis
Year Returns 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% 2010 5.7% Fund Manager information for Franklin India Debt Hybrid Fund
Name Since Tenure Sachin Padwal-Desai 2 Jul 10 9.5 Yr. Umesh Sharma 2 Jul 10 9.5 Yr. Lakshmikanth Reddy 2 May 16 3.67 Yr. Krishna Natarajan 1 Jan 19 1 Yr. Pyari Menon 26 Sep 19 0.26 Yr. Data below for Franklin India Debt Hybrid Fund as on 29 Feb 20
Asset Allocation
Asset Class Value Cash 4.94% Equity 22.74% Debt 72.31% Equity Sector Allocation
Sector Value Financial Services 7.95% Consumer Cyclical 2.72% Basic Materials 2.62% Utility 2.29% Technology 1.63% Communication Services 1.47% Health Care 1.46% Industrials 1.3% Consumer Defensive 0.84% Energy 0.46% Debt Sector Allocation
Sector Value Government 36.38% Corporate 35.93% Cash Equivalent 4.94% Credit Quality
Rating Value A 2.13% AA 36.1% AAA 61.77% Top Securities Holdings / Portfolio
Name Holding Value Quantity PIPELINE INFRASTRUCTURE PRIVATE LIMITED
Debentures | -10% ₹30 Cr 300 GOVT STOCK
Sovereign Bonds | -9% ₹26 Cr 2,500,000
↑ 2,500,000 Export-Import Bank Of India
Debentures | -8% ₹25 Cr 250 POWER FINANCE CORPORATION LIMITED
Debentures | -7% ₹22 Cr 210 State Bank Of India
Debentures | -7% ₹20 Cr 200 Call, Cash & Other Assets
Net Current Assets | -5% ₹15 Cr REC LIMITED
Debentures | -3% ₹11 Cr 100 Coastal Gujarat Power Limited
Debentures | -3% ₹10 Cr 100 Tata Steel Limited
Debentures | -3% ₹10 Cr 100 LIC Housing Finance Limited
Debentures | -3% ₹10 Cr 100 3. Franklin India Multi - Asset Solution Fund
CAGR/Annualized return of 3.5% since its launch. Return for 2019 was 8.2% , 2018 was 0.4% and 2017 was 11.1% . Franklin India Multi - Asset Solution Fund
Growth Launch Date 28 Nov 14 NAV (27 Mar 20) ₹11.9831 ↑ 0.24 (2.09 %) Net Assets (Cr) ₹27 on 29 Feb 20 Category Hybrid - Dynamic Allocation AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating Risk Moderately High Expense Ratio 1.72 Sharpe Ratio 0.7 Information Ratio -0.73 Alpha Ratio 0.89 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 28 Feb 15 ₹10,000 29 Feb 16 ₹9,755 28 Feb 17 ₹11,104 28 Feb 18 ₹11,828 28 Feb 19 ₹11,969 29 Feb 20 ₹12,658 Returns for Franklin India Multi - Asset Solution Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Mar 20 Duration Returns 1 Month -8.6% 3 Month -8.6% 6 Month -6.4% 1 Year -3.3% 3 Year 1.8% 5 Year 3.4% 10 Year 15 Year Since launch 3.5% Historical performance (Yearly) on absolute basis
Year Returns 2019 8.2% 2018 0.4% 2017 11.1% 2016 7.8% 2015 0.8% 2014 2013 2012 2011 2010 Fund Manager information for Franklin India Multi - Asset Solution Fund
Name Since Tenure Paul Parampreet 1 May 19 0.67 Yr. Data below for Franklin India Multi - Asset Solution Fund as on 29 Feb 20
Asset Allocation
Asset Class Value Cash 2.91% Equity 34.03% Debt 35.86% Other 27.2% Equity Sector Allocation
Sector Value Financial Services 12.01% Basic Materials 5.09% Energy 3.34% Technology 2.91% Communication Services 2.85% Health Care 2.69% Utility 2.29% Industrials 1.61% Consumer Cyclical 0.95% Consumer Defensive 0.28% Debt Sector Allocation
Sector Value Corporate 35.75% Cash Equivalent 2.91% Government 0.12% Credit Quality
Rating Value A 43.58% AA 41.45% AAA 7.95% B 1.27% BBB 4.04% Below B 1.72% Top Securities Holdings / Portfolio
Name Holding Value Quantity Franklin India S/T Income Dir Gr
Investment Fund | -37% ₹10 Cr 24,846
↓ -6,697 Franklin India Bluechip Dir Gr
Investment Fund | -37% ₹10 Cr 206,294
↑ 57,414 Nippon India ETF Gold Bees
- | -25% ₹7 Cr 1,930,629
↑ 1,930,629 Call, Cash & Other Assets
Net Current Assets | -2% ₹1 Cr Franklin India S/T Inc Sgtd Ptf1RetDirGr
Investment Fund | -0% ₹0 Cr 24,846
↑ 24,846 Franklin India S/T Inc Sgtd Ptf2RetDirGr
Investment Fund | -0% ₹0 Cr 24,846
↑ 24,846 Nippon India ETF Gold BeES
- | GOLDBEES₹0 Cr 00
↓ -2,082,100
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