fincash logo SOLUTIONS
EXPLORE FUNDS
CALCULATORS
fincash number+91-22-48913909
फ्रैंकलिन टेम्पलटन म्यूचुअल फंड 2022 द्वारा 3 सर्वश्रेष्ठ बैलेंस्ड फंड

फिनकैश »फ्रैंकलिन टेम्पलटन म्यूचुअल फंड »बैलेंस्ड फंड

फ्रैंकलिन टेम्पलटन म्यूचुअल फंड 2022 द्वारा 3 सर्वश्रेष्ठ बैलेंस्ड फंड

Updated on April 9, 2024 , 2967 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।

Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

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 (%)2023 (%)Sub Cat.
Franklin India Equity Hybrid Fund Growth ₹241.253
↑ 0.91
₹1,701717.333.616.41522.5 Hybrid Equity
Franklin India Debt Hybrid Fund Growth ₹81.561
↑ 0.16
₹2313.48.114.78.2811.4 Hybrid Debt
Franklin India Multi - Asset Solution Fund Growth ₹18.0159
↑ 0.09
₹516.81420.114.87.714.9 Dynamic Allocation
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Apr 24

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% since its launch.  Ranked 16 in Hybrid Equity category.  Return for 2023 was 22.5% , 2022 was 4.7% and 2021 was 23.8% .

Below is the key information for Franklin India Equity Hybrid Fund

Franklin India Equity Hybrid Fund
Growth
Launch Date 10 Dec 99
NAV (10 Apr 24) ₹241.253 ↑ 0.91   (0.38 %)
Net Assets (Cr) ₹1,701 on 29 Feb 24
Category Hybrid - Hybrid Equity
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.22
Sharpe Ratio 2.84
Information Ratio 0.5
Alpha Ratio 4.78
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 Mar 19₹10,000
31 Mar 20₹8,083
31 Mar 21₹12,586
31 Mar 22₹14,279
31 Mar 23₹14,841
31 Mar 24₹19,464

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 ₹436,710.
Net Profit of ₹136,710
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 10 Apr 24

DurationReturns
1 Month 1.7%
3 Month 7%
6 Month 17.3%
1 Year 33.6%
3 Year 16.4%
5 Year 15%
10 Year
15 Year
Since launch 14%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 47%
Fund Manager information for Franklin India Equity Hybrid Fund
NameSinceTenure
Anuj Tagra7 Mar 240.07 Yr.
Chandni Gupta7 Mar 240.07 Yr.
Varun Sharma1 Sep 230.58 Yr.
Sandeep Manam18 Oct 212.45 Yr.
Rajasa Kakulavarapu6 Sep 212.57 Yr.

Data below for Franklin India Equity Hybrid Fund as on 29 Feb 24

Asset Allocation
Asset ClassValue
Cash11.64%
Equity69.48%
Debt18.87%
Equity Sector Allocation
SectorValue
Financial Services18.44%
Industrials11.44%
Consumer Cyclical10.67%
Technology7.09%
Health Care4.98%
Utility4.31%
Energy3.49%
Basic Materials3.18%
Consumer Defensive3.13%
Communication Services2.74%
Debt Sector Allocation
SectorValue
Government15.66%
Corporate7.61%
Cash Equivalent7.25%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
5%₹88 Cr839,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK
4%₹71 Cr506,400
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT
4%₹67 Cr191,263
5.63% Govt Stock 2026
Sovereign Bonds | -
4%₹65 Cr6,500,000
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
4%₹60 Cr356,567
5.74% Govt Stock 2026
Sovereign Bonds | -
3%₹49 Cr5,000,000
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 30 Sep 14 | TATAMOTORS
3%₹47 Cr492,000
HCL Technologies Ltd (Technology)
Equity, Since 30 Nov 21 | HCLTECH
3%₹45 Cr269,300
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
3%₹43 Cr403,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Sep 22 | SUNPHARMA
2%₹42 Cr265,500

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 9.3% since its launch.  Ranked 35 in Hybrid Debt category.  Return for 2023 was 11.4% , 2022 was 4% and 2021 was 8.1% .

Below is the key information for Franklin India Debt Hybrid Fund

Franklin India Debt Hybrid Fund
Growth
Launch Date 28 Sep 00
NAV (10 Apr 24) ₹81.561 ↑ 0.16   (0.20 %)
Net Assets (Cr) ₹231 on 29 Feb 24
Category Hybrid - Hybrid Debt
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderate
Expense Ratio 1.37
Sharpe Ratio 2.41
Information Ratio 0.24
Alpha Ratio 1.82
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 Mar 19₹10,000
31 Mar 20₹9,889
31 Mar 21₹11,552
31 Mar 22₹12,230
31 Mar 23₹12,740
31 Mar 24₹14,531

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 ₹376,357.
Net Profit of ₹76,357
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 10 Apr 24

DurationReturns
1 Month 1.1%
3 Month 3.4%
6 Month 8.1%
1 Year 14.7%
3 Year 8.2%
5 Year 8%
10 Year
15 Year
Since launch 9.3%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 22.4%
Fund Manager information for Franklin India Debt Hybrid Fund
NameSinceTenure
Rahul Goswami10 Nov 230.39 Yr.
Pallab Roy7 Mar 240.07 Yr.
Varun Sharma1 Sep 230.58 Yr.
Sandeep Manam18 Oct 212.45 Yr.
Rajasa Kakulavarapu6 Sep 212.57 Yr.

Data below for Franklin India Debt Hybrid Fund as on 29 Feb 24

Asset Allocation
Asset ClassValue
Cash27.33%
Equity23.38%
Debt49%
Other0.28%
Equity Sector Allocation
SectorValue
Financial Services7.01%
Industrials3.89%
Consumer Cyclical3.3%
Technology2.41%
Energy1.4%
Health Care1.4%
Consumer Defensive1.15%
Communication Services1.11%
Utility1%
Basic Materials0.73%
Debt Sector Allocation
SectorValue
Government28.49%
Cash Equivalent27.33%
Corporate20.51%
Credit Quality
RatingValue
AA9.92%
AAA90.08%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
5.74% Govt Stock 2026
Sovereign Bonds | -
13%₹30 Cr3,000,000
National Bank For Agriculture And Rural Development
Debentures | -
7%₹16 Cr1,500
7.06% Govt Stock 2028
Sovereign Bonds | -
7%₹15 Cr1,500,000
Bajaj Housing Finance Limited
Debentures | -
5%₹11 Cr100
Bharti Telecom Limited
Debentures | -
4%₹10 Cr100
Mahindra Rural Housing Finance Limited
Debentures | -
4%₹10 Cr1,000
Power Finance Corporation Limited
Debentures | -
2%₹5 Cr50
Cholamandalam Investment And Finance Company Limited
Debentures | -
2%₹5 Cr500
Mahindra & Mahindra Financial Services Ltd
Debentures | -
2%₹5 Cr500
5.63% Govt Stock 2026
Sovereign Bonds | -
2%₹5 Cr500,000

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 6.5% since its launch.  Return for 2023 was 14.9% , 2022 was 3.9% and 2021 was 25.5% .

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 (10 Apr 24) ₹18.0159 ↑ 0.09   (0.49 %)
Net Assets (Cr) ₹51 on 29 Feb 24
Category Hybrid - Dynamic Allocation
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 1.18
Sharpe Ratio 2.4
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
31 Mar 19₹10,000
31 Mar 20₹9,680
31 Mar 21₹9,429
31 Mar 22₹11,606
31 Mar 23₹11,978
31 Mar 24₹14,068

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 ₹367,070.
Net Profit of ₹67,070
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 10 Apr 24

DurationReturns
1 Month 3.7%
3 Month 6.8%
6 Month 14%
1 Year 20.1%
3 Year 14.8%
5 Year 7.7%
10 Year
15 Year
Since launch 6.5%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014
Fund Manager information for Franklin India Multi - Asset Solution Fund
NameSinceTenure
Varun Sharma1 Sep 230.58 Yr.
Rajasa Kakulavarapu7 Feb 222.15 Yr.

Data below for Franklin India Multi - Asset Solution Fund as on 29 Feb 24

Asset Allocation
Asset ClassValue
Cash6.62%
Equity29.61%
Debt37.73%
Other25.74%
Equity Sector Allocation
SectorValue
Financial Services10.6%
Consumer Cyclical4.83%
Technology4.52%
Energy2.39%
Industrials2.1%
Consumer Defensive2.07%
Health Care1.82%
Basic Materials0.97%
Communication Services0.3%
Debt Sector Allocation
SectorValue
Corporate21.67%
Government16.42%
Cash Equivalent6.51%
Securitized0.05%
Credit Quality
RatingValue
AA15.1%
AAA84.9%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin India Bluechip Dir Gr
Investment Fund | -
30%₹15 Cr159,170
↓ -54,291
Nippon India ETF Gold BeES
- | -
26%₹13 Cr2,492,620
↑ 56,116
ICICI Pru Short Term Dir Gr
Investment Fund | -
21%₹11 Cr1,853,913
↑ 391,950
SBI Short Term Debt Dir Gr
Investment Fund | -
20%₹10 Cr3,260,087
↑ 752,152
Franklin India S/T Income Dir Gr
Investment Fund | -
0%₹0 Cr49
Franklin India Liquid Sup Inst Dir Gr
Investment Fund | -
0%₹0 Cr14
Call, Cash & Other Assets
CBLO | -
3%₹2 Cr

फ्रैंकलिन म्यूचुअल फंड में ऑनलाइन निवेश कैसे करें?

  1. Fincash.com पर आजीवन मुफ्त निवेश खाता खोलें।

  2. अपना पंजीकरण और केवाईसी प्रक्रिया पूरी करें

  3. Upload Documents (PAN, Aadhaar, etc.). और, आप निवेश करने के लिए तैयार हैं!

    शुरू हो जाओ

Disclaimer:
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।
How helpful was this page ?
Rated 4.5, based on 2 reviews.
POST A COMMENT