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फ्रैंकलिन 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।
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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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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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
Fund NAV Net 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 -0.9 3.5 19.9 9.6 4.7 Hybrid Equity Franklin India Debt Hybrid Fund Growth ₹70.3993
↑ 0.14 ₹249 -0.7 1.5 3.8 8.3 6 4 Hybrid Debt Franklin India Multi - Asset Solution Fund Growth ₹14.7159
↑ 0.05 ₹46 -0.1 3.3 2.6 6.9 4.2 3.9 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
(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 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. 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 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. 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 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
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% . 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.
Date Value 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 Returns for Franklin India Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 23 Duration Returns 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
Year Returns 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
Name Since Tenure Sachin Padwal-Desai 1 Feb 11 12.01 Yr. Anand Radhakrishnan 6 Sep 21 1.41 Yr. Umesh Sharma 1 Feb 11 12.01 Yr. Sandeep Manam 18 Oct 21 1.29 Yr. Rajasa Kakulavarapu 6 Sep 21 1.41 Yr. Data below for Franklin India Equity Hybrid Fund as on 31 Jan 23
Asset Allocation
Asset Class Value Cash 7.15% Equity 70.66% Debt 22.2% Equity Sector Allocation
Sector Value Financial Services 21.88% Consumer Cyclical 9.38% Industrials 8.1% Technology 7.69% Consumer Defensive 4.6% Health Care 4.55% Energy 4.3% Basic Materials 3.82% Utility 3.31% Communication Services 3.02% Debt Sector Allocation
Sector Value Government 19.55% Cash Equivalent 7.15% Corporate 2.65% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity 5.15 11/9/2025 12:00:00 Am
Sovereign Bonds | -7% ₹96 Cr 10,000,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK7% ₹91 Cr 565,300 5.63 4/12/2026 12:00:00 Am
Sovereign Bonds | -5% ₹72 Cr 7,400,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK5% ₹68 Cr 812,700 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY5% ₹65 Cr 425,800 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT4% ₹52 Cr 243,300 5.74 11/15/2026 12:00:00 Am
Sovereign Bonds | -4% ₹48 Cr 5,000,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 5322153% ₹47 Cr 544,800
↓ -23,900 7.38 6/20/2027 12:00:00 Am
Sovereign Bonds | -3% ₹46 Cr 4,500,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 05 | BHARTIARTL2% ₹33 Cr 422,500 2. Franklin India Debt Hybrid Fund
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% . 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.
Date Value 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 Returns for Franklin India Debt Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 23 Duration Returns 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
Year Returns 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
Name Since Tenure Sachin Padwal-Desai 1 Feb 11 12.01 Yr. Anand Radhakrishnan 6 Sep 21 1.41 Yr. Kunal Agrawal 30 Nov 22 0.17 Yr. Rajasa Kakulavarapu 6 Sep 21 1.41 Yr. Data below for Franklin India Debt Hybrid Fund as on 15 Feb 23
Asset Allocation
Asset Class Value Cash 30.01% Equity 24.68% Debt 45.31% Equity Sector Allocation
Sector Value Financial Services 7.76% Consumer Cyclical 3.23% Industrials 2.91% Technology 2.77% Health Care 1.59% Energy 1.58% Consumer Defensive 1.47% Basic Materials 1.33% Utility 1.11% Communication Services 0.93% Debt Sector Allocation
Sector Value Government 38.84% Cash Equivalent 26.16% Corporate 10.32% Credit Quality
Rating Value AA 5.82% AAA 94.18% Top Securities Holdings / Portfolio
Name Holding Value Quantity 5.15 11/9/2025 12:00:00 Am
Sovereign Bonds | -14% ₹34 Cr 3,500,000 5.74 11/15/2026 12:00:00 Am
Sovereign Bonds | -12% ₹29 Cr 3,000,000 Housing Development Finance Corporation Ltd
Debentures | -4% ₹11 Cr 100 Bharti Telecom Limited
Debentures | -4% ₹10 Cr 100 Mahindra Rural Housing Finance Limited 8.2%
Debentures | -4% ₹10 Cr 1,000
↑ 1,000 5.63 4/12/2026 12:00:00 Am
Sovereign Bonds | -4% ₹9 Cr 900,000 6.18 11/4/2024 12:00:00 Am
Sovereign Bonds | -3% ₹8 Cr 800,000 5.22 6/15/2025 12:00:00 Am
Sovereign Bonds | -2% ₹6 Cr 600,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 09 | HDFCBANK2% ₹6 Cr 34,600 Power Finance Corporation Ltd.
Debentures | -2% ₹6 Cr 50 3. Franklin India Multi - Asset Solution Fund
CAGR/Annualized return of 4.8% since its launch. Return for 2022 was 3.9% , 2021 was 25.5% and 2020 was -14% . 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 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.
Date Value 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 Returns for Franklin India Multi - Asset Solution Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 23 Duration Returns 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
Year Returns 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
Name Since Tenure Rajasa Kakulavarapu 7 Feb 22 0.98 Yr. Data below for Franklin India Multi - Asset Solution Fund as on 31 Jan 23
Asset Allocation
Asset Class Value Cash 10.64% Equity 36.2% Debt 27.84% Other 25.33% Equity Sector Allocation
Sector Value Financial Services 13.87% Technology 5.18% Consumer Defensive 3.39% Consumer Cyclical 3.14% Industrials 2.52% Health Care 2.43% Energy 2.04% Basic Materials 1.82% Communication Services 0.91% Utility 0.9% Debt Sector Allocation
Sector Value Corporate 17.46% Government 13.7% Cash Equivalent 7.17% Securitized 0.15% Credit Quality
Rating Value AA 12.97% AAA 82.74% B 0.58% BBB 3.71% Top Securities Holdings / Portfolio
Name Holding Value Quantity Franklin India Bluechip Dir Gr
Investment Fund | -38% ₹17 Cr 233,757
↑ 3,724 Nippon India ETF Gold BeES
- | -26% ₹12 Cr 2,434,858
↓ -163,350 SBI Short Term Debt Dir Gr
Investment Fund | -17% ₹8 Cr 2,749,548 ICICI Pru Short Term Dir Gr
Investment Fund | -17% ₹8 Cr 1,444,350 Franklin India S/T Income Dir Gr
Investment Fund | -1% ₹1 Cr 2,020 Franklin India S/T Inc Sgtd Ptf2RetDirGr
Investment Fund | -0% ₹0 Cr 15,575 Call, Cash & Other Assets
Net Current Assets | -2% ₹1 Cr
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