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3 Best Balanced Funds by Franklin Templeton Mutual Fund 2021

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3 Best Balanced Funds by Franklin Templeton Mutual Fund 2021

Updated on October 22, 2021 , 1310 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 (%)2020 (%)Sub Cat.
Franklin India Equity Hybrid Fund Growth ₹180.692
↓ -0.30
₹1,4708.220.545.91812.113.7 Hybrid Equity
Franklin India Debt Hybrid Fund Growth ₹68.3451
↓ -0.08
₹21036.513.89.26.77.1 Hybrid Debt
Franklin India Multi - Asset Solution Fund Growth ₹14.241
↓ 0.00
₹516.417.433.86.45-14 Dynamic Allocation
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Oct 21

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 14.2% since its launch.  Ranked 16 in Hybrid Equity category.  Return for 2020 was 13.7% , 2019 was 7.9% and 2018 was -1.6% .

Below is the key information for Franklin India Equity Hybrid Fund

Franklin India Equity Hybrid Fund
Growth
Launch Date 10 Dec 99
NAV (22 Oct 21) ₹180.692 ↓ -0.30   (-0.17 %)
Net Assets (Cr) ₹1,470 on 30 Sep 21
Category Hybrid - Hybrid Equity
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.15
Sharpe Ratio 3.57
Information Ratio -0.27
Alpha Ratio 5.8
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
30 Sep 16₹10,000
30 Sep 17₹10,964
30 Sep 18₹11,347
30 Sep 19₹11,934
30 Sep 20₹11,623
30 Sep 21₹17,611

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 ₹415,684.
Net Profit of ₹115,684
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 22 Oct 21

DurationReturns
1 Month 2.4%
3 Month 8.2%
6 Month 20.5%
1 Year 45.9%
3 Year 18%
5 Year 12.1%
10 Year
15 Year
Since launch 14.2%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Sachin Padwal-Desai8 Aug 0615.16 Yr.
Umesh Sharma2 Jul 1011.26 Yr.
Lakshmikanth Reddy2 May 165.42 Yr.
Krishna Natarajan1 Jan 192.75 Yr.
Mayank Bukrediwala24 Aug 201.1 Yr.

Data below for Franklin India Equity Hybrid Fund as on 30 Sep 21

Asset Allocation
Asset ClassValue
Cash7.19%
Equity77.68%
Debt15.13%
Equity Sector Allocation
SectorValue
Financial Services23.63%
Technology12.97%
Consumer Cyclical8.27%
Utility7.99%
Communication Services4.76%
Energy3.97%
Industrials3.75%
Basic Materials3.35%
Consumer Defensive3.08%
Health Care2.59%
Debt Sector Allocation
SectorValue
Government11.64%
Cash Equivalent5.51%
Corporate5.17%
Credit Quality
RatingValue
AA17.82%
AAA82.18%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
8%₹119 Cr697,784
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
7%₹100 Cr1,267,935
5.15% Govt Stock 2025
Sovereign Bonds | -
7%₹99 Cr10,000,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
6%₹81 Cr1,131,302
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK
5%₹77 Cr483,868
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 05 | BHARTIARTL
5%₹69 Cr1,046,271
Indostar Capital Finance Limited
Debentures | -
3%₹46 Cr450
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Jun 16 | 532898
3%₹42 Cr2,411,692
Embassy Office Parks Reit
-, Since 31 Dec 20 | -
3%₹38 Cr1,053,600
Hindalco Industries Ltd (Basic Materials)
Equity, Since 31 May 17 | HINDALCO
3%₹37 Cr794,188

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 2020 was 7.1% , 2019 was 8.4% and 2018 was 2.1% .

Below is the key information for Franklin India Debt Hybrid Fund

Franklin India Debt Hybrid Fund
Growth
Launch Date 28 Sep 00
NAV (22 Oct 21) ₹68.3451 ↓ -0.08   (-0.12 %)
Net Assets (Cr) ₹210 on 30 Sep 21
Category Hybrid - Hybrid Debt
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderate
Expense Ratio 2.28
Sharpe Ratio 3.36
Information Ratio -1.06
Alpha Ratio 4.02
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
30 Sep 16₹10,000
30 Sep 17₹10,599
30 Sep 18₹10,822
30 Sep 19₹11,680
30 Sep 20₹12,029
30 Sep 21₹13,821

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 ₹357,992.
Net Profit of ₹57,992
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 22 Oct 21

DurationReturns
1 Month 0.8%
3 Month 3%
6 Month 6.5%
1 Year 13.8%
3 Year 9.2%
5 Year 6.7%
10 Year
15 Year
Since launch 9.6%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Sachin Padwal-Desai2 Jul 1011.26 Yr.
Umesh Sharma2 Jul 1011.26 Yr.
Lakshmikanth Reddy2 May 165.42 Yr.
Krishna Natarajan1 Jan 192.75 Yr.
Mayank Bukrediwala24 Aug 201.1 Yr.

Data below for Franklin India Debt Hybrid Fund as on 30 Sep 21

Asset Allocation
Asset ClassValue
Cash11.46%
Equity25.41%
Debt63.13%
Equity Sector Allocation
SectorValue
Financial Services7.07%
Technology2.27%
Utility2.24%
Consumer Cyclical2.18%
Basic Materials1.93%
Industrials1.87%
Health Care1.4%
Communication Services1.28%
Energy1.2%
Consumer Defensive0.93%
Debt Sector Allocation
SectorValue
Government53.38%
Cash Equivalent11.46%
Corporate9.75%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
5.15% Govt Stock 2025
Sovereign Bonds | -
17%₹35 Cr3,500,000
7.17% Govt Stock 2028
Sovereign Bonds | -
11%₹22 Cr2,100,000
6.79% Govt Stock 2027
Sovereign Bonds | -
8%₹18 Cr1,695,000
Housing Development Finance Corporation Limited
Debentures | -
5%₹10 Cr100
Bajaj Finance Limited
Debentures | -
5%₹10 Cr100
6.67% Govt Stock 2035
Sovereign Bonds | -
5%₹10 Cr1,000,000
↑ 1,000,000
6.18% Govt Stock 2024
Sovereign Bonds | -
4%₹8 Cr800,000
Embassy Office Parks Reit
-, Since 30 Jun 21 | -
3%₹6 Cr178,600
5.22% GOI 2025
Sovereign Bonds | -
3%₹6 Cr600,000
Power Finance Corporation Limited
Debentures | -
3%₹6 Cr50

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 5.3% since its launch.  Return for 2020 was -14% , 2019 was 8.2% and 2018 was 0.4% .

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 (22 Oct 21) ₹14.241 ↓ 0.00   (-0.03 %)
Net Assets (Cr) ₹51 on 30 Sep 21
Category Hybrid - Dynamic Allocation
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 1.4
Sharpe Ratio 4.47
Information Ratio -0.67
Alpha Ratio 15.78
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
30 Sep 16₹10,000
30 Sep 17₹10,584
30 Sep 18₹10,734
30 Sep 19₹11,425
30 Sep 20₹9,206
30 Sep 21₹12,415

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 ₹340,450.
Net Profit of ₹40,450
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 22 Oct 21

DurationReturns
1 Month 2.5%
3 Month 6.4%
6 Month 17.4%
1 Year 33.8%
3 Year 6.4%
5 Year 5%
10 Year
15 Year
Since launch 5.3%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Paul Parampreet1 May 192.42 Yr.

Data below for Franklin India Multi - Asset Solution Fund as on 30 Sep 21

Asset Allocation
Asset ClassValue
Cash42.73%
Equity40.38%
Debt1.24%
Other15.65%
Equity Sector Allocation
SectorValue
Financial Services15.75%
Health Care4.01%
Basic Materials3.96%
Utility3.68%
Industrials3.48%
Energy2.65%
Communication Services2.43%
Technology2.38%
Consumer Defensive1.05%
Consumer Cyclical0.99%
Debt Sector Allocation
SectorValue
Cash Equivalent42.73%
Corporate1.24%
Credit Quality
RatingValue
A81.98%
AA17.93%
AAA0.09%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin India Bluechip Dir Gr
Investment Fund | -
44%₹23 Cr312,996
↑ 69,341
Nippon India ETF Gold BeES
- | GOLDBEES
16%₹8 Cr2,029,546
↓ -1,145,766
Franklin India Liquid Sup Inst Dir Gr
Investment Fund | -
3%₹2 Cr5,826
↑ 64
Franklin India S/T Income Dir Gr
Investment Fund | -
2%₹1 Cr5,159
↓ -4,466
Franklin India S/T Inc Sgtd Ptf2RetDirGr
Investment Fund | -
0%₹0 Cr22,876
Franklin India S/T Inc Sgtd Ptf3DirRetGr
Investment Fund | -
0%₹0 Cr23,974
Call, Cash & Other Assets
CBLO | -
34%₹18 Cr

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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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