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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 January 11, 2021 , 787 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 ₹150.217
↓ -0.18
₹1,35223.934.2198.411.413.7 Hybrid Equity
Franklin India Debt Hybrid Fund Growth ₹63.8261
↑ 0.00
₹1966.99.98.16.37.77.1 Hybrid Debt
Franklin India Multi - Asset Solution Fund Growth ₹11.6051
↓ 0.00
₹2010.413.6-12.6-1.72.9-14 Dynamic Allocation
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Jan 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 13.7% 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 (14 Jan 21) ₹150.217 ↓ -0.18   (-0.12 %)
Net Assets (Cr) ₹1,352 on 30 Nov 20
Category Hybrid - Hybrid Equity
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.15
Sharpe Ratio 0.3
Information Ratio -0.82
Alpha Ratio -3.57
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 Dec 15₹10,000
31 Dec 16₹10,758
31 Dec 17₹13,012
31 Dec 18₹12,799
31 Dec 19₹13,811
31 Dec 20₹15,699

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 ₹405,518.
Net Profit of ₹105,518
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 14 Jan 21

DurationReturns
1 Month 7.4%
3 Month 23.9%
6 Month 34.2%
1 Year 19%
3 Year 8.4%
5 Year 11.4%
10 Year
15 Year
Since launch 13.7%
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 0614.41 Yr.
Umesh Sharma2 Jul 1010.51 Yr.
Lakshmikanth Reddy2 May 164.67 Yr.
Krishna Natarajan1 Jan 192 Yr.
Mayank Bukrediwala24 Aug 200.35 Yr.

Data below for Franklin India Equity Hybrid Fund as on 30 Nov 20

Asset Allocation
Asset ClassValue
Cash8.73%
Equity78.79%
Debt12.48%
Equity Sector Allocation
SectorValue
Financial Services23.32%
Technology13.89%
Consumer Cyclical10.21%
Utility8.52%
Energy4.82%
Communication Services4.71%
Health Care3.98%
Industrials3.62%
Basic Materials2.97%
Real Estate1.63%
Consumer Defensive1.12%
Debt Sector Allocation
SectorValue
Cash Equivalent8.73%
Corporate8.3%
Government4.18%
Credit Quality
RatingValue
AA45.17%
AAA54.83%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
9%₹123 Cr1,986,935
↓ -250,000
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
9%₹120 Cr953,784
↓ -100,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK
6%₹77 Cr533,868
↓ -160,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
5%₹69 Cr1,281,302
↓ -300,000
182 DTB 14012021
Sovereign Bonds | -
4%₹60 Cr6,000,000
↑ 6,000,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 05 | BHARTIARTL
4%₹58 Cr1,146,271
↓ -18,249
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Jun 16 | 532898
4%₹48 Cr2,508,769
Indostar Capital Finance Limited
Debentures | -
3%₹45 Cr450
Tech Mahindra Ltd (Technology)
Equity, Since 31 Aug 16 | 532755
3%₹42 Cr429,717
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | M&M
3%₹41 Cr571,320
↓ -450,000

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 (14 Jan 21) ₹63.8261 ↑ 0.00   (0.00 %)
Net Assets (Cr) ₹196 on 30 Nov 20
Category Hybrid - Hybrid Debt
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderate
Expense Ratio 2.28
Sharpe Ratio 0.19
Information Ratio -1.21
Alpha Ratio -10.5
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 Dec 15₹10,000
31 Dec 16₹10,952
31 Dec 17₹11,955
31 Dec 18₹12,206
31 Dec 19₹13,236
31 Dec 20₹14,176

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 14 Jan 21

DurationReturns
1 Month 2%
3 Month 6.9%
6 Month 9.9%
1 Year 8.1%
3 Year 6.3%
5 Year 7.7%
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 1010.51 Yr.
Umesh Sharma2 Jul 1010.51 Yr.
Lakshmikanth Reddy2 May 164.67 Yr.
Krishna Natarajan1 Jan 192 Yr.
Mayank Bukrediwala24 Aug 200.36 Yr.

Data below for Franklin India Debt Hybrid Fund as on 30 Nov 20

Asset Allocation
Asset ClassValue
Cash27%
Equity22.51%
Debt50.49%
Equity Sector Allocation
SectorValue
Financial Services6.41%
Consumer Cyclical2.64%
Technology2.52%
Utility2.33%
Health Care2.02%
Basic Materials1.73%
Industrials1.64%
Consumer Defensive1.38%
Communication Services1.24%
Energy0.6%
Debt Sector Allocation
SectorValue
Government32.85%
Corporate27.92%
Cash Equivalent16.71%
Credit Quality
RatingValue
AA4.28%
AAA95.72%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
5.77% GOI 2030
Sovereign Bonds | -
11%₹22 Cr2,180,000
↓ -200,000
Housing Development Finance Corporation Limited
Debentures | -
11%₹21 Cr200
182 DTB 14012021
Sovereign Bonds | -
10%₹20 Cr2,000,000
↑ 2,000,000
7.17% Govt Stock 2028
Sovereign Bonds | -
5%₹10 Cr925,000
6.18% Govt Stock 2024
Sovereign Bonds | -
4%₹8 Cr800,000
6.79% Govt Stock 2027
Sovereign Bonds | -
4%₹7 Cr700,000
Power Finance Corporation Limited
Debentures | -
4%₹7 Cr65
Vedanta Limited
Debentures | -
3%₹6 Cr60
Power Finance Corporation Limited
Debentures | -
3%₹6 Cr50
Infosys Ltd (Technology)
Equity, Since 31 Aug 09 | INFY
3%₹5 Cr38,838

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 2.5% 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 (14 Jan 21) ₹11.6051 ↓ 0.00   (-0.01 %)
Net Assets (Cr) ₹20 on 30 Nov 20
Category Hybrid - Dynamic Allocation
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 1.36
Sharpe Ratio -0.99
Information Ratio -0.69
Alpha Ratio -20.87
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 Dec 15₹10,000
31 Dec 16₹10,781
31 Dec 17₹11,980
31 Dec 18₹12,032
31 Dec 19₹13,016
31 Dec 20₹11,200

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 ₹323,701.
Net Profit of ₹23,701
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 14 Jan 21

DurationReturns
1 Month 3.6%
3 Month 10.4%
6 Month 13.6%
1 Year -12.6%
3 Year -1.7%
5 Year 2.9%
10 Year
15 Year
Since launch 2.5%
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 191.67 Yr.

Data below for Franklin India Multi - Asset Solution Fund as on 30 Nov 20

Asset Allocation
Asset ClassValue
Cash33.65%
Equity36.37%
Debt19.13%
Other10.85%
Equity Sector Allocation
SectorValue
Financial Services14.11%
Basic Materials4.52%
Industrials3.52%
Utility2.93%
Health Care2.83%
Energy2.62%
Communication Services2.53%
Technology1.91%
Consumer Defensive0.8%
Consumer Cyclical0.59%
Debt Sector Allocation
SectorValue
Cash Equivalent33.65%
Corporate19.02%
Government0.11%
Credit Quality
RatingValue
A59.8%
AA40.03%
AAA0.18%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin India Bluechip Dir Gr
Investment Fund | -
39%₹10 Cr176,527
↑ 68,855
Franklin India S/T Income Dir Gr
Investment Fund | -
22%₹6 Cr27,214
Nippon India ETF Gold BeES
- | GOLDBEES
11%₹3 Cr649,427
↓ -245,527
Franklin India S/T Inc Sgtd Ptf3DirRetGr
Investment Fund | -
0%₹0 Cr23,974
Franklin India S/T Inc Sgtd Ptf2RetDirGr
Investment Fund | -
0%₹0 Cr22,876
Call, Cash & Other Assets
Net Current Assets | -
29%₹7 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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