ફ્રેન્કલિન ટેમ્પલટન મ્યુચ્યુઅલ ફંડ 2022 દ્વારા 3 શ્રેષ્ઠ સંતુલિત ભંડોળ

Updated on August 12, 2025 , 3479 views

ફ્રેન્કલિન ભારતસંતુલિત ભંડોળ બંનેમાં રોકાણ કરે છેઇક્વિટી અને દેવાનાં સાધનો. લગભગ 65% પોર્ટફોલિયોમાં ઇક્વિટીનો સમાવેશ થાય છે અને સંતુલિત રોકાણ ફિક્સ્ડમાં થાય છેઆવક સિક્યોરિટીઝ તે રોકાણકારોને વૃદ્ધિ અને સ્થિરતા વચ્ચે સંતુલન સાધવાની તક આપે છે.

ફંડ હાઉસ લાંબા ગાળાની વૃદ્ધિ હાંસલ કરવા માટે ઇક્વિટીનો વૈવિધ્યસભર પોર્ટફોલિયો જાળવી રાખે છે.મની માર્કેટ ઇક્વિટીમાં અસ્થિરતા માટે ગાદી તરીકે કામ કરવા માટેનું સાધન. આમ, રોકાણકારો જેઓ તેમના પોર્ટફોલિયોમાં સંતુલિત ભંડોળ ઉમેરવા ઈચ્છે છે તેઓ દ્વારા ઓફર કરવામાં આવતી યોજનાઓમાં રોકાણ કરી શકે છેફ્રેન્કલિન ટેમ્પલટન મ્યુચ્યુઅલ ફંડ.

તમે ફ્રેન્કલિન ટેમ્પલટન દ્વારા નીચે સૂચિબદ્ધ ટોચના 3 શ્રેષ્ઠ સંતુલિત ભંડોળમાંથી યોજનાઓ પસંદ કરી શકો છોમ્યુચ્યુઅલ ફંડ. એયુએમ જેવા કેટલાક મહત્વપૂર્ણ માપદંડો હાથ ધરીને આ ભંડોળને શોર્ટલિસ્ટ કરવામાં આવ્યું છે.નથી, ભૂતકાળનું પ્રદર્શન, વગેરે.

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ફ્રેન્કલિન મ્યુચ્યુઅલ ફંડમાં શા માટે રોકાણ કરવું?

ખાતરી

ફ્રેન્કલિન ટેમ્પલટન મ્યુચ્યુઅલ ફંડનો બે દાયકાથી વધુનો ઝળહળતો ઇતિહાસ છે. વર્ષોથી, તેણે હંમેશા રોકાણકારોના શ્રેષ્ઠ હિતોનું ધ્યાન રાખ્યું છે.

કર લાભો

કંપનીની યોજનાઓ ઘટાડવાનો વિકલ્પ આપે છેકરપાત્ર આવક આમ, કર બચત. ફ્રેન્કલિન ભારતટેક્સ શિલ્ડ આવી જ એક યોજના છે.

એક્સપર્ટ માર્કેટ આઈ

કંપનીમાં છુપાયેલા ઉચ્ચ સંભવિત શેરોને જોવા માટે આતુર નજર છેબજાર. તે ઓછી વોલેટિલિટી સાથે ફંડ શોધવામાં પણ નિષ્ણાત છે.

જોખમ સંચાલન

ફ્રેન્કલિન ટેમ્પલટન મ્યુચ્યુઅલ ફંડનો ઉદ્દેશ્ય જોખમ ઘટાડવાનો છેપરિબળ ડિસ્કાઉન્ટેડ અન્ડરવેલ્યુડ સ્ટોક્સ માંગીને.

શ્રેષ્ઠ ફ્રેન્કલિન ટેમ્પલટન બેલેન્સ્ડ મ્યુચ્યુઅલ ફંડ્સ

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)	Sub Cat.
Franklin India Equity Hybrid Fund Growth	₹268.114 ↑ 0.20	₹2,248	0.9	7.2	3.2	14.8	18	17.7	Hybrid Equity
Franklin India Debt Hybrid Fund Growth	₹90.7122 ↑ 0.12	₹206	1	5.5	6.5	9.5	9	10.7	Hybrid Debt
Franklin India Multi - Asset Solution Fund Growth	₹21.1049 ↑ 0.03	₹71	2.2	9	14.2	13.2	14.8	11.7	Dynamic Allocation
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Aug 25

Research Highlights & Commentary of 3 Funds showcased

Commentary	Franklin India Equity Hybrid Fund	Franklin India Debt Hybrid Fund	Franklin India Multi - Asset Solution Fund
Point 1	Highest AUM (₹2,248 Cr).	Lower mid AUM (₹206 Cr).	Bottom quartile AUM (₹71 Cr).
Point 2	Oldest track record among peers (25 yrs).	Established history (24+ yrs).	Established history (10+ yrs).
Point 3	Top rated.	Rating: 3★ (lower mid).	Not Rated.
Point 4	Risk profile: Moderately High.	Risk profile: Moderate.	Risk profile: Moderately High.
Point 5	5Y return: 17.95% (upper mid).	5Y return: 9.04% (bottom quartile).	5Y return: 14.84% (lower mid).
Point 6	3Y return: 14.81% (upper mid).	3Y return: 9.54% (bottom quartile).	3Y return: 13.20% (lower mid).
Point 7	1Y return: 3.24% (bottom quartile).	1Y return: 6.50% (lower mid).	1Y return: 14.19% (upper mid).
Point 8	1M return: -1.41% (bottom quartile).	1M return: -0.53% (lower mid).	1M return: 0.14% (upper mid).
Point 9	Alpha: 0.08 (upper mid).	Alpha: -0.36 (bottom quartile).	Alpha: 0.00 (lower mid).
Point 10	Sharpe: 0.08 (bottom quartile).	Sharpe: 0.44 (lower mid).	Sharpe: 1.20 (upper mid).

Franklin India Equity Hybrid Fund

Highest AUM (₹2,248 Cr).
Oldest track record among peers (25 yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 17.95% (upper mid).
3Y return: 14.81% (upper mid).
1Y return: 3.24% (bottom quartile).
1M return: -1.41% (bottom quartile).
Alpha: 0.08 (upper mid).
Sharpe: 0.08 (bottom quartile).

Franklin India Debt Hybrid Fund

Lower mid AUM (₹206 Cr).
Established history (24+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderate.
5Y return: 9.04% (bottom quartile).
3Y return: 9.54% (bottom quartile).
1Y return: 6.50% (lower mid).
1M return: -0.53% (lower mid).
Alpha: -0.36 (bottom quartile).
Sharpe: 0.44 (lower mid).

Franklin India Multi - Asset Solution Fund

Bottom quartile AUM (₹71 Cr).
Established history (10+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 14.84% (lower mid).
3Y return: 13.20% (lower mid).
1Y return: 14.19% (upper mid).
1M return: 0.14% (upper mid).
Alpha: 0.00 (lower mid).
Sharpe: 1.20 (upper mid).

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.

Research Highlights for Franklin India Equity Hybrid Fund

Highest AUM (₹2,248 Cr).
Oldest track record among peers (25 yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 17.95% (upper mid).
3Y return: 14.81% (upper mid).
1Y return: 3.24% (bottom quartile).
1M return: -1.41% (bottom quartile).
Alpha: 0.08 (upper mid).
Sharpe: 0.08 (bottom quartile).
Information ratio: 0.98 (upper mid).

Below is the key information for Franklin India Equity Hybrid Fund

Franklin India Equity Hybrid Fund Growth
Launch Date	10 Dec 99
NAV (14 Aug 25)	₹268.114 ↑ 0.20 (0.08 %)
Net Assets (Cr)	₹2,248 on 30 Jun 25
Category	Hybrid - Hybrid Equity
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.15
Sharpe Ratio	0.08
Information Ratio	0.98
Alpha Ratio	0.08
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

Franklin India Equity Hybrid Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 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 Aug 25

Duration	Returns
1 Month	-1.4%
3 Month	0.9%
6 Month	7.2%
1 Year	3.2%
3 Year	14.8%
5 Year	18%
10 Year
15 Year
Since launch	13.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	17.7%
2023	22.5%
2022	4.7%
2021	23.8%
2020	13.7%
2019	7.9%
2018	-1.6%
2017	21%
2016	7.6%
2015	4.8%

Fund Manager information for Franklin India Equity Hybrid Fund

Name	Since	Tenure

Data below for Franklin India Equity Hybrid Fund as on 30 Jun 25

Asset Allocation

Asset Class	Value

Equity Sector Allocation

Sector	Value

Debt Sector Allocation

Sector	Value

Credit Quality

Rating	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

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.

Research Highlights for Franklin India Debt Hybrid Fund

Lower mid AUM (₹206 Cr).
Established history (24+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderate.
5Y return: 9.04% (bottom quartile).
3Y return: 9.54% (bottom quartile).
1Y return: 6.50% (lower mid).
1M return: -0.53% (lower mid).
Alpha: -0.36 (bottom quartile).
Sharpe: 0.44 (lower mid).
Information ratio: 0.59 (lower mid).

Below is the key information for Franklin India Debt Hybrid Fund

Franklin India Debt Hybrid Fund Growth
Launch Date	28 Sep 00
NAV (14 Aug 25)	₹90.7122 ↑ 0.12 (0.13 %)
Net Assets (Cr)	₹206 on 30 Jun 25
Category	Hybrid - Hybrid Debt
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderate
Expense Ratio	1.39
Sharpe Ratio	0.44
Information Ratio	0.59
Alpha Ratio	-0.36
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

Franklin India Debt Hybrid Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859 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 Aug 25

Duration	Returns
1 Month	-0.5%
3 Month	1%
6 Month	5.5%
1 Year	6.5%
3 Year	9.5%
5 Year	9%
10 Year
15 Year
Since launch	9.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	10.7%
2023	11.4%
2022	4%
2021	8.1%
2020	7.1%
2019	8.4%
2018	2.1%
2017	9.2%
2016	9.5%
2015	5.8%

Fund Manager information for Franklin India Debt Hybrid Fund

Name	Since	Tenure

Data below for Franklin India Debt Hybrid Fund as on 30 Jun 25

Asset Allocation

Asset Class	Value

Equity Sector Allocation

Sector	Value

Debt Sector Allocation

Sector	Value

Credit Quality

Rating	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

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.

Research Highlights for Franklin India Multi - Asset Solution Fund

Bottom quartile AUM (₹71 Cr).
Established history (10+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 14.84% (lower mid).
3Y return: 13.20% (lower mid).
1Y return: 14.19% (upper mid).
1M return: 0.14% (upper mid).
Alpha: 0.00 (lower mid).
Sharpe: 1.20 (upper mid).
Information ratio: 0.00 (bottom quartile).

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 Aug 25)	₹21.1049 ↑ 0.03 (0.14 %)
Net Assets (Cr)	₹71 on 30 Jun 25
Category	Hybrid - Dynamic Allocation
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	Not Rated
Risk	Moderately High
Expense Ratio	1.3
Sharpe Ratio	1.2
Information Ratio	0
Alpha Ratio	0
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

Franklin India Multi - Asset Solution Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 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 Aug 25

Duration	Returns
1 Month	0.1%
3 Month	2.2%
6 Month	9%
1 Year	14.2%
3 Year	13.2%
5 Year	14.8%
10 Year
15 Year
Since launch	7.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	11.7%
2023	14.9%
2022	3.9%
2021	25.5%
2020	-14%
2019	8.2%
2018	0.4%
2017	11.1%
2016	7.8%
2015	0.8%

Fund Manager information for Franklin India Multi - Asset Solution Fund

Name	Since	Tenure

Data below for Franklin India Multi - Asset Solution Fund as on 30 Jun 25

Asset Allocation

Asset Class	Value

Equity Sector Allocation

Sector	Value

Debt Sector Allocation

Sector	Value

Credit Quality

Rating	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

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Disclaimer:
અહીં આપેલી માહિતી સચોટ છે તેની ખાતરી કરવા માટેના તમામ પ્રયાસો કરવામાં આવ્યા છે. જો કે, ડેટાની શુદ્ધતા અંગે કોઈ ગેરંટી આપવામાં આવતી નથી. કોઈપણ રોકાણ કરતા પહેલા કૃપા કરીને સ્કીમ માહિતી દસ્તાવેજ સાથે ચકાસો.