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फ्रैंकलिन टेम्पलटन म्यूचुअल फंड 2022 द्वारा 3 सर्वश्रेष्ठ बैलेंस्ड फंड

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फ्रैंकलिन टेम्पलटन म्यूचुअल फंड 2022 द्वारा 3 सर्वश्रेष्ठ बैलेंस्ड फंड

Updated on March 15, 2023 , 2420 views

फ्रैंकलिन इंडियाबैलेंस्ड फंड दोनों में निवेश करता हैइक्विटीज और ऋण साधन। पोर्टफोलियो का लगभग 65% इक्विटी का होता है और बैलेंस को फिक्स्ड में निवेश किया जाता हैआय प्रतिभूतियां। यह निवेशकों को विकास और स्थिरता के बीच संतुलन बनाने का अवसर देता है।

फंड हाउस लंबी अवधि के विकास को प्राप्त करने के लिए इक्विटी का एक विविध पोर्टफोलियो रखता है aमुद्रा बाजार इक्विटी में अस्थिरता के लिए एक कुशन के रूप में कार्य करने के लिए साधन। इस प्रकार, जो निवेशक अपने पोर्टफोलियो में बैलेंस्ड फंड जोड़ना चाहते हैं, वे किसके द्वारा दी जाने वाली योजनाओं में निवेश कर सकते हैंफ्रैंकलिन टेम्पलटन म्यूचुअल फंड.

आप फ्रैंकलिन टेम्पलटन द्वारा नीचे सूचीबद्ध शीर्ष 3 सर्वश्रेष्ठ बैलेंस्ड फंडों में से योजनाओं का चयन कर सकते हैंम्यूचुअल फंड. एयूएम जैसे कुछ महत्वपूर्ण मानदंडों को पूरा करके इन फंडों को शॉर्टलिस्ट किया गया है।नहीं हैं, पिछले प्रदर्शन, आदि।

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Franklin

फ्रैंकलिन म्यूचुअल फंड में निवेश क्यों करें?

बीमा

फ्रैंकलिन टेम्पलटन म्यूचुअल फंड का दो दशकों से अधिक का शानदार इतिहास रहा है। वर्षों से, इसने हमेशा निवेशकों के सर्वोत्तम हितों का ध्यान रखा है।

कर लाभ

कंपनी की योजनाएं कम करने का विकल्प प्रदान करती हैंकरदायी आय इस प्रकार, कर बचत। फ्रैंकलिन इंडियाकर शील्ड ऐसी ही एक योजना है।

एक्सपर्ट मार्केट आई

कंपनी उच्च संभावित शेयरों को खोजने के लिए उत्सुक है जो इसमें छिपे हुए हैंमंडी. यह कम अस्थिरता वाले फंड खोजने में भी माहिर है।

जोखिम प्रबंधन

फ्रैंकलिन टेम्पलटन म्यूचुअल फंड का लक्ष्य जोखिम को कम करना हैफ़ैक्टर डिस्काउंटेड अंडरवैल्यूड स्टॉक की मांग करके।

बेस्ट फ्रैंकलिन टेम्पलटन बैलेंस्ड म्यूचुअल फंड्स

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)Sub Cat.
Franklin India Equity Hybrid Fund Growth ₹177.739
↑ 0.95
₹1,367-4.2-0.93.519.99.64.7 Hybrid Equity
Franklin India Debt Hybrid Fund Growth ₹70.3993
↑ 0.14
₹249-0.71.53.88.364 Hybrid Debt
Franklin India Multi - Asset Solution Fund Growth ₹14.7159
↑ 0.05
₹46-0.13.32.66.94.23.9 Dynamic Allocation
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Mar 23

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 13.2% since its launch.  Ranked 16 in Hybrid Equity category.  Return for 2022 was 4.7% , 2021 was 23.8% and 2020 was 13.7% .

Below is the key information for Franklin India Equity Hybrid Fund

Franklin India Equity Hybrid Fund
Growth
Launch Date 10 Dec 99
NAV (17 Mar 23) ₹177.739 ↑ 0.95   (0.54 %)
Net Assets (Cr) ₹1,367 on 31 Jan 23
Category Hybrid - Hybrid Equity
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.22
Sharpe Ratio -0.2
Information Ratio -0.03
Alpha Ratio -0.74
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
28 Feb 18₹10,000
28 Feb 19₹9,984
29 Feb 20₹10,472
28 Feb 21₹13,300
28 Feb 22₹14,831
28 Feb 23₹15,559

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 ₹385,859.
Net Profit of ₹85,859
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 17 Mar 23

DurationReturns
1 Month -1.6%
3 Month -4.2%
6 Month -0.9%
1 Year 3.5%
3 Year 19.9%
5 Year 9.6%
10 Year
15 Year
Since launch 13.2%
Historical performance (Yearly) on absolute basis
YearReturns
2022 4.7%
2021 23.8%
2020 13.7%
2019 7.9%
2018 -1.6%
2017 21%
2016 7.6%
2015 4.8%
2014 47%
2013 6.6%
Fund Manager information for Franklin India Equity Hybrid Fund
NameSinceTenure
Sachin Padwal-Desai1 Feb 1112.01 Yr.
Anand Radhakrishnan6 Sep 211.41 Yr.
Umesh Sharma1 Feb 1112.01 Yr.
Sandeep Manam18 Oct 211.29 Yr.
Rajasa Kakulavarapu6 Sep 211.41 Yr.

Data below for Franklin India Equity Hybrid Fund as on 31 Jan 23

Asset Allocation
Asset ClassValue
Cash7.15%
Equity70.66%
Debt22.2%
Equity Sector Allocation
SectorValue
Financial Services21.88%
Consumer Cyclical9.38%
Industrials8.1%
Technology7.69%
Consumer Defensive4.6%
Health Care4.55%
Energy4.3%
Basic Materials3.82%
Utility3.31%
Communication Services3.02%
Debt Sector Allocation
SectorValue
Government19.55%
Cash Equivalent7.15%
Corporate2.65%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
5.15 11/9/2025 12:00:00 Am
Sovereign Bonds | -
7%₹96 Cr10,000,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK
7%₹91 Cr565,300
5.63 4/12/2026 12:00:00 Am
Sovereign Bonds | -
5%₹72 Cr7,400,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
5%₹68 Cr812,700
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
5%₹65 Cr425,800
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT
4%₹52 Cr243,300
5.74 11/15/2026 12:00:00 Am
Sovereign Bonds | -
4%₹48 Cr5,000,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
3%₹47 Cr544,800
↓ -23,900
7.38 6/20/2027 12:00:00 Am
Sovereign Bonds | -
3%₹46 Cr4,500,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 05 | BHARTIARTL
2%₹33 Cr422,500

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 9.1% since its launch.  Ranked 35 in Hybrid Debt category.  Return for 2022 was 4% , 2021 was 8.1% and 2020 was 7.1% .

Below is the key information for Franklin India Debt Hybrid Fund

Franklin India Debt Hybrid Fund
Growth
Launch Date 28 Sep 00
NAV (17 Mar 23) ₹70.3993 ↑ 0.14   (0.20 %)
Net Assets (Cr) ₹249 on 15 Feb 23
Category Hybrid - Hybrid Debt
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderate
Expense Ratio 1.84
Sharpe Ratio -0.4
Information Ratio -0.55
Alpha Ratio -0.26
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
28 Feb 18₹10,000
28 Feb 19₹10,325
29 Feb 20₹11,311
28 Feb 21₹12,142
28 Feb 22₹12,854
28 Feb 23₹13,385

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 17 Mar 23

DurationReturns
1 Month -0.2%
3 Month -0.7%
6 Month 1.5%
1 Year 3.8%
3 Year 8.3%
5 Year 6%
10 Year
15 Year
Since launch 9.1%
Historical performance (Yearly) on absolute basis
YearReturns
2022 4%
2021 8.1%
2020 7.1%
2019 8.4%
2018 2.1%
2017 9.2%
2016 9.5%
2015 5.8%
2014 22.4%
2013 6%
Fund Manager information for Franklin India Debt Hybrid Fund
NameSinceTenure
Sachin Padwal-Desai1 Feb 1112.01 Yr.
Anand Radhakrishnan6 Sep 211.41 Yr.
Kunal Agrawal30 Nov 220.17 Yr.
Rajasa Kakulavarapu6 Sep 211.41 Yr.

Data below for Franklin India Debt Hybrid Fund as on 15 Feb 23

Asset Allocation
Asset ClassValue
Cash30.01%
Equity24.68%
Debt45.31%
Equity Sector Allocation
SectorValue
Financial Services7.76%
Consumer Cyclical3.23%
Industrials2.91%
Technology2.77%
Health Care1.59%
Energy1.58%
Consumer Defensive1.47%
Basic Materials1.33%
Utility1.11%
Communication Services0.93%
Debt Sector Allocation
SectorValue
Government38.84%
Cash Equivalent26.16%
Corporate10.32%
Credit Quality
RatingValue
AA5.82%
AAA94.18%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
5.15 11/9/2025 12:00:00 Am
Sovereign Bonds | -
14%₹34 Cr3,500,000
5.74 11/15/2026 12:00:00 Am
Sovereign Bonds | -
12%₹29 Cr3,000,000
Housing Development Finance Corporation Ltd
Debentures | -
4%₹11 Cr100
Bharti Telecom Limited
Debentures | -
4%₹10 Cr100
Mahindra Rural Housing Finance Limited 8.2%
Debentures | -
4%₹10 Cr1,000
↑ 1,000
5.63 4/12/2026 12:00:00 Am
Sovereign Bonds | -
4%₹9 Cr900,000
6.18 11/4/2024 12:00:00 Am
Sovereign Bonds | -
3%₹8 Cr800,000
5.22 6/15/2025 12:00:00 Am
Sovereign Bonds | -
2%₹6 Cr600,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 09 | HDFCBANK
2%₹6 Cr34,600
Power Finance Corporation Ltd.
Debentures | -
2%₹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 4.8% since its launch.  Return for 2022 was 3.9% , 2021 was 25.5% and 2020 was -14% .

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 (16 Mar 23) ₹14.7159 ↑ 0.05   (0.34 %)
Net Assets (Cr) ₹46 on 31 Jan 23
Category Hybrid - Dynamic Allocation
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 1.16
Sharpe Ratio 0.01
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.

DateValue
28 Feb 18₹10,000
28 Feb 19₹10,120
29 Feb 20₹10,702
28 Feb 21₹9,791
28 Feb 22₹11,663
28 Feb 23₹12,090

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 17 Mar 23

DurationReturns
1 Month -1.1%
3 Month -0.1%
6 Month 3.3%
1 Year 2.6%
3 Year 6.9%
5 Year 4.2%
10 Year
15 Year
Since launch 4.8%
Historical performance (Yearly) on absolute basis
YearReturns
2022 3.9%
2021 25.5%
2020 -14%
2019 8.2%
2018 0.4%
2017 11.1%
2016 7.8%
2015 0.8%
2014
2013
Fund Manager information for Franklin India Multi - Asset Solution Fund
NameSinceTenure
Rajasa Kakulavarapu7 Feb 220.98 Yr.

Data below for Franklin India Multi - Asset Solution Fund as on 31 Jan 23

Asset Allocation
Asset ClassValue
Cash10.64%
Equity36.2%
Debt27.84%
Other25.33%
Equity Sector Allocation
SectorValue
Financial Services13.87%
Technology5.18%
Consumer Defensive3.39%
Consumer Cyclical3.14%
Industrials2.52%
Health Care2.43%
Energy2.04%
Basic Materials1.82%
Communication Services0.91%
Utility0.9%
Debt Sector Allocation
SectorValue
Corporate17.46%
Government13.7%
Cash Equivalent7.17%
Securitized0.15%
Credit Quality
RatingValue
AA12.97%
AAA82.74%
B0.58%
BBB3.71%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin India Bluechip Dir Gr
Investment Fund | -
38%₹17 Cr233,757
↑ 3,724
Nippon India ETF Gold BeES
- | -
26%₹12 Cr2,434,858
↓ -163,350
SBI Short Term Debt Dir Gr
Investment Fund | -
17%₹8 Cr2,749,548
ICICI Pru Short Term Dir Gr
Investment Fund | -
17%₹8 Cr1,444,350
Franklin India S/T Income Dir Gr
Investment Fund | -
1%₹1 Cr2,020
Franklin India S/T Inc Sgtd Ptf2RetDirGr
Investment Fund | -
0%₹0 Cr15,575
Call, Cash & Other Assets
Net Current Assets | -
2%₹1 Cr

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यहां प्रदान की गई जानकारी सटीक है, यह सुनिश्चित करने के लिए सभी प्रयास किए गए हैं। हालांकि, डेटा की शुद्धता के संबंध में कोई गारंटी नहीं दी जाती है। कृपया कोई भी निवेश करने से पहले योजना सूचना दस्तावेज के साथ सत्यापित करें।
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