+91-22-48913909फ्रैंकलिन टेम्पलटन म्यूचुअल फंड 2022 द्वारा 3 सर्वश्रेष्ठ बैलेंस्ड फंड
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।
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फ्रैंकलिन म्यूचुअल फंड में निवेश क्यों करें?
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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।
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बेस्ट फ्रैंकलिन टेम्पलटन बैलेंस्ड म्यूचुअल फंड्स
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Sub Cat. Franklin India Equity Hybrid Fund Growth ₹263.414
↓ -2.15 ₹2,341 -4.5 -1.8 6.3 13.5 11.3 3.6 Hybrid Equity Franklin India Debt Hybrid Fund Growth ₹91.3177
↓ -0.28 ₹223 -1 0.5 6.1 9 7.3 5.9 Hybrid Debt Franklin India Multi - Asset Solution Fund Growth ₹21.7925
↑ 0.00 ₹114 1.4 3 13.4 14.1 13 14.1 Dynamic Allocation Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Mar 26 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 (₹2,341 Cr). Lower mid AUM (₹223 Cr). Bottom quartile AUM (₹114 Cr). Point 2 Oldest track record among peers (26 yrs). Established history (25+ yrs). Established history (11+ 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: 11.28% (lower mid). 5Y return: 7.34% (bottom quartile). 5Y return: 13.01% (upper mid). Point 6 3Y return: 13.47% (lower mid). 3Y return: 8.97% (bottom quartile). 3Y return: 14.09% (upper mid). Point 7 1Y return: 6.26% (lower mid). 1Y return: 6.09% (bottom quartile). 1Y return: 13.44% (upper mid). Point 8 1M return: -2.81% (bottom quartile). 1M return: -0.71% (lower mid). 1M return: 0.50% (upper mid). Point 9 Alpha: -2.76 (bottom quartile). Alpha: -0.62 (lower mid). Alpha: 0.00 (upper mid). Point 10 Sharpe: -0.07 (bottom quartile). Sharpe: -0.01 (lower mid). Sharpe: 1.34 (upper mid). Franklin India Equity Hybrid Fund
Franklin India Debt Hybrid Fund
Franklin India Multi - Asset Solution 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. Below is the key information for Franklin India Equity Hybrid Fund Returns up to 1 year are on (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 Below is the key information for Franklin India Debt Hybrid Fund Returns up to 1 year are on 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 Below is the key information for Franklin India Multi - Asset Solution Fund Returns up to 1 year are on 1. Franklin India Equity Hybrid Fund
Franklin India Equity Hybrid Fund
Growth Launch Date 10 Dec 99 NAV (06 Mar 26) ₹263.414 ↓ -2.15 (-0.81 %) Net Assets (Cr) ₹2,341 on 31 Jan 26 Category Hybrid - Hybrid Equity AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.11 Sharpe Ratio -0.07 Information Ratio 0.39 Alpha Ratio -2.76 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 28 Feb 21 ₹10,000 28 Feb 22 ₹11,151 28 Feb 23 ₹11,699 29 Feb 24 ₹15,430 28 Feb 25 ₹16,066 28 Feb 26 ₹17,720 Returns for Franklin India Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Mar 26 Duration Returns 1 Month -2.8% 3 Month -4.5% 6 Month -1.8% 1 Year 6.3% 3 Year 13.5% 5 Year 11.3% 10 Year 15 Year Since launch 13.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 3.6% 2023 17.7% 2022 22.5% 2021 4.7% 2020 23.8% 2019 13.7% 2018 7.9% 2017 -1.6% 2016 21% 2015 7.6% Fund Manager information for Franklin India Equity Hybrid Fund
Name Since Tenure Ajay Argal 4 Oct 24 1.33 Yr. Anuj Tagra 7 Mar 24 1.91 Yr. Chandni Gupta 7 Mar 24 1.91 Yr. Sandeep Manam 18 Oct 21 4.29 Yr. Rajasa Kakulavarapu 6 Sep 21 4.41 Yr. Data below for Franklin India Equity Hybrid Fund as on 31 Jan 26
Asset Allocation
Asset Class Value Cash 1.48% Equity 71.6% Debt 26.93% Equity Sector Allocation
Sector Value Financial Services 22.78% Industrials 10.5% Consumer Cyclical 8.08% Technology 5.62% Health Care 4.55% Consumer Defensive 4.13% Basic Materials 3.76% Utility 3.58% Communication Services 3.45% Energy 3.13% Real Estate 1.97% Debt Sector Allocation
Sector Value Corporate 17.52% Government 9.41% Cash Equivalent 1.48% Credit Quality
Rating Value AA 27.37% AAA 72.63% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK7% ₹158 Cr 1,705,000
↑ 10,000 Jubilant Bevco Limited
Debentures | -5% ₹107 Cr 9,994 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK4% ₹95 Cr 700,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT4% ₹83 Cr 210,000
↓ -15,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 05 | BHARTIARTL3% ₹81 Cr 410,000
↑ 22,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | AXISBANK3% ₹77 Cr 560,000 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE3% ₹73 Cr 525,000
↑ 45,000 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY3% ₹70 Cr 429,405 State Bank of India (Financial Services)
Equity, Since 31 Dec 15 | SBIN3% ₹69 Cr 640,000
↑ 40,000 Jubilant Beverages Limited
Debentures | -3% ₹66 Cr 6,136 2. Franklin India Debt Hybrid Fund
Franklin India Debt Hybrid Fund
Growth Launch Date 28 Sep 00 NAV (06 Mar 26) ₹91.3177 ↓ -0.28 (-0.30 %) Net Assets (Cr) ₹223 on 31 Jan 26 Category Hybrid - Hybrid Debt AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderate Expense Ratio 1.4 Sharpe Ratio -0.01 Information Ratio 0.26 Alpha Ratio -0.62 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 28 Feb 21 ₹10,000 28 Feb 22 ₹10,587 28 Feb 23 ₹11,024 29 Feb 24 ₹12,619 28 Feb 25 ₹13,413 28 Feb 26 ₹14,473 Returns for Franklin India Debt Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Mar 26 Duration Returns 1 Month -0.7% 3 Month -1% 6 Month 0.5% 1 Year 6.1% 3 Year 9% 5 Year 7.3% 10 Year 15 Year Since launch 9.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 5.9% 2023 10.7% 2022 11.4% 2021 4% 2020 8.1% 2019 7.1% 2018 8.4% 2017 2.1% 2016 9.2% 2015 9.5% Fund Manager information for Franklin India Debt Hybrid Fund
Name Since Tenure Rahul Goswami 10 Nov 23 2.23 Yr. Pallab Roy 7 Mar 24 1.91 Yr. Venkatesh Sanjeevi 4 Oct 24 1.33 Yr. Rohan Maru 10 Oct 24 1.31 Yr. Sandeep Manam 18 Oct 21 4.29 Yr. Rajasa Kakulavarapu 6 Sep 21 4.41 Yr. Data below for Franklin India Debt Hybrid Fund as on 31 Jan 26
Asset Allocation
Asset Class Value Cash 25.23% Equity 22.16% Debt 52.28% Other 0.33% Equity Sector Allocation
Sector Value Financial Services 7.65% Industrials 2.73% Consumer Cyclical 2.58% Technology 1.77% Health Care 1.34% Consumer Defensive 1.22% Energy 1.19% Basic Materials 1.18% Utility 1.11% Communication Services 1% Real Estate 0.37% Debt Sector Allocation
Sector Value Corporate 50.65% Cash Equivalent 14.71% Government 12.14% Credit Quality
Rating Value AA 12.84% AAA 87.16% Top Securities Holdings / Portfolio
Name Holding Value Quantity 6.90% Gs 2065
Sovereign Bonds | -8% ₹17 Cr 1,750,000
↓ -2,000,000 Bajaj Finance Limited
Debentures | -7% ₹16 Cr 1,500 Jubilant Bevco Limited
Debentures | -7% ₹16 Cr 1,468 Rec Limited
Debentures | -5% ₹11 Cr 2,000 Small Industries Development Bank Of India
Debentures | -5% ₹11 Cr 1,000 Bajaj Housing Finance Limited
Debentures | -5% ₹11 Cr 100 Poonawalla Fincorp Limited
Debentures | -5% ₹11 Cr 1,000 National Bank For Agriculture And Rural Development
Debentures | -5% ₹10 Cr 1,000 Kotak Mahindra Investments Limited
Debentures | -2% ₹5 Cr 500 Mahindra And Mahindra Financial Services Limited
Debentures | -2% ₹5 Cr 500 3. Franklin India Multi - Asset Solution Fund
Franklin India Multi - Asset Solution Fund
Growth Launch Date 28 Nov 14 NAV (05 Mar 26) ₹21.7925 ↑ 0.00 (0.01 %) Net Assets (Cr) ₹114 on 31 Jan 26 Category Hybrid - Dynamic Allocation AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating Risk Moderately High Expense Ratio 1.36 Sharpe Ratio 1.34 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 28 Feb 21 ₹10,000 28 Feb 22 ₹11,912 28 Feb 23 ₹12,348 29 Feb 24 ₹14,406 28 Feb 25 ₹16,083 28 Feb 26 ₹18,368 Returns for Franklin India Multi - Asset Solution Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Mar 26 Duration Returns 1 Month 0.5% 3 Month 1.4% 6 Month 3% 1 Year 13.4% 3 Year 14.1% 5 Year 13% 10 Year 15 Year Since launch 7.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 14.1% 2023 11.7% 2022 14.9% 2021 3.9% 2020 25.5% 2019 -14% 2018 8.2% 2017 0.4% 2016 11.1% 2015 7.8% Fund Manager information for Franklin India Multi - Asset Solution Fund
Name Since Tenure Rahul Goswami 4 Jul 25 0.58 Yr. Pallab Roy 4 Jul 25 0.58 Yr. Rohan Maru 4 Jul 25 0.58 Yr. Data below for Franklin India Multi - Asset Solution Fund as on 31 Jan 26
Asset Allocation
Asset Class Value Cash 59.3% Debt 40.96% Other 0.13% Equity Sector Allocation
Sector Value Financial Services 11.5% Basic Materials 3.18% Consumer Cyclical 2.86% Communication Services 2.59% Industrials 2.32% Energy 2.01% Consumer Defensive 1.86% Health Care 1.29% Technology 1.11% Utility 0.75% Real Estate 0.56% Debt Sector Allocation
Sector Value Cash Equivalent 48.88% Corporate 27.99% Government 23.4% Credit Quality
Rating Value AA 3.74% AAA 96.26% Top Securities Holdings / Portfolio
Name Holding Value Quantity Franklin India Arbitrage Dir Gr
Investment Fund | -19% ₹21 Cr 19,656,597
↑ 1,385,253 Franklin India Money Mkt Dir Gr
Investment Fund | -17% ₹20 Cr 3,717,396
↑ 698,714 Franklin India Gov Sec Dir Gr
Investment Fund | -12% ₹14 Cr 2,173,334 Franklin India Corp Dbt Dir Gr
Investment Fund | -12% ₹14 Cr 1,265,769 Kotak Arbitrage Dir Gr
Investment Fund | -8% ₹9 Cr 2,089,734
↑ 241,356 Tata Arbitrage Dir Gr
Investment Fund | -7% ₹8 Cr 5,399,085 Aditya BSL Arbitrage Dir Gr
Investment Fund | -7% ₹8 Cr 2,681,066 Kotak Corporate Bond Dir Gr
Investment Fund | -5% ₹6 Cr 13,741 Axis Corporate Bond Dir Gr
Investment Fund | -5% ₹6 Cr 2,994,043 Bandhan Corporate Bond Dir Gr
Investment Fund | -5% ₹6 Cr 2,734,146
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Research Highlights for Franklin India Equity Hybrid Fund