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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 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
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2022 (%) Sub Cat. Franklin India Equity Hybrid Fund Growth ₹200.894
↑ 0.58 ₹1,477 8.6 12.4 14.4 18.8 11 4.7 Hybrid Equity Franklin India Debt Hybrid Fund Growth ₹74.5873
↑ 0.07 ₹236 3.3 6.1 8.3 8.2 6.7 4 Hybrid Debt Franklin India Multi - Asset Solution Fund Growth ₹15.6864
↑ 0.03 ₹48 2.9 5.5 7.9 13.8 5 3.9 Dynamic Allocation Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Aug 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 13.5% 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 (22 Aug 23) ₹200.894 ↑ 0.58 (0.29 %) Net Assets (Cr) ₹1,477 on 31 Jul 23 Category Hybrid - Hybrid Equity AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.22 Sharpe Ratio 1.18 Information Ratio 0.76 Alpha Ratio 3.62 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 31 Aug 18 ₹10,000 31 Aug 19 ₹9,569 31 Aug 20 ₹9,925 31 Aug 21 ₹14,413 31 Aug 22 ₹14,783 31 Aug 23 ₹16,724 Returns for Franklin India Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23 Duration Returns 1 Month 1.3% 3 Month 8.6% 6 Month 12.4% 1 Year 14.4% 3 Year 18.8% 5 Year 11% 10 Year 15 Year Since launch 13.5% 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 12.59 Yr. Anand Radhakrishnan 6 Sep 21 1.99 Yr. Umesh Sharma 1 Feb 11 12.59 Yr. Varun Sharma 1 Sep 23 0 Yr. Sandeep Manam 18 Oct 21 1.87 Yr. Rajasa Kakulavarapu 6 Sep 21 1.99 Yr. Data below for Franklin India Equity Hybrid Fund as on 31 Jul 23
Asset Allocation
Asset Class Value Cash 6.18% Equity 69.09% Debt 24.73% Equity Sector Allocation
Sector Value Financial Services 20.1% Industrials 11.96% Consumer Cyclical 9.65% Technology 6.62% Consumer Defensive 4.89% Utility 3.59% Energy 3.48% Health Care 3.39% Basic Materials 2.79% Communication Services 2.61% Debt Sector Allocation
Sector Value Government 18.87% Cash Equivalent 6.18% Corporate 5.85% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK5% ₹80 Cr 839,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK5% ₹80 Cr 506,400
↓ -9,500 5.63% Govt Stock 2026
Sovereign Bonds | -5% ₹73 Cr 7,400,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT4% ₹53 Cr 195,000 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY3% ₹51 Cr 356,567 5.74% Govt Stock 2026
Sovereign Bonds | -3% ₹49 Cr 5,000,000 Indian Railway Finance Corporation Limited
Debentures | -3% ₹40 Cr 4,000
↑ 4,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 5322153% ₹39 Cr 403,000 5.15% Govt Stock 2025
Sovereign Bonds | -3% ₹39 Cr 4,000,000 National Bank For Agriculture And Rural Development
Debentures | -2% ₹35 Cr 3,500
↑ 3,500 2. Franklin India Debt Hybrid Fund
CAGR/Annualized return of 9.2% 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 (22 Aug 23) ₹74.5873 ↑ 0.07 (0.10 %) Net Assets (Cr) ₹236 on 31 Jul 23 Category Hybrid - Hybrid Debt AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderate Expense Ratio 1.37 Sharpe Ratio 0.85 Information Ratio 0.46 Alpha Ratio 0.54 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 31 Aug 18 ₹10,000 31 Aug 19 ₹10,412 31 Aug 20 ₹10,897 31 Aug 21 ₹12,433 31 Aug 22 ₹12,817 31 Aug 23 ₹13,831 Returns for Franklin India Debt Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23 Duration Returns 1 Month 0.5% 3 Month 3.3% 6 Month 6.1% 1 Year 8.3% 3 Year 8.2% 5 Year 6.7% 10 Year 15 Year Since launch 9.2% 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 12.59 Yr. Anand Radhakrishnan 6 Sep 21 1.98 Yr. Sandeep Manam 18 Oct 21 1.87 Yr. Rajasa Kakulavarapu 6 Sep 21 1.98 Yr. Data below for Franklin India Debt Hybrid Fund as on 31 Jul 23
Asset Allocation
Asset Class Value Cash 17.73% Equity 24.37% Debt 57.9% Equity Sector Allocation
Sector Value Financial Services 7.22% Industrials 4.42% Consumer Cyclical 2.88% Technology 2.42% Consumer Defensive 1.74% Energy 1.3% Health Care 1.27% Utility 1.11% Basic Materials 1.06% Communication Services 0.96% Debt Sector Allocation
Sector Value Government 37.81% Corporate 24.2% Cash Equivalent 13.61% Credit Quality
Rating Value AA 10.93% AAA 89.07% Top Securities Holdings / Portfolio
Name Holding Value Quantity 5.74% Govt Stock 2026
Sovereign Bonds | -13% ₹29 Cr 3,000,000 7.06% Govt Stock 2028
Sovereign Bonds | -7% ₹15 Cr 1,500,000
↑ 1,500,000 7.26% Govt Stock 2033
Sovereign Bonds | -6% ₹15 Cr 1,500,000
↑ 1,500,000 National Bank For Agriculture And Rural Development
Debentures | -6% ₹15 Cr 1,500
↑ 1,500 Bharti Telecom Limited
Debentures | -5% ₹11 Cr 100 Mahindra Rural Housing Finance Limited
Debentures | -4% ₹10 Cr 1,000 Bajaj Housing Finance Limited
Debentures | -4% ₹10 Cr 100 5.63% Govt Stock 2026
Sovereign Bonds | -4% ₹9 Cr 900,000 Power Finance Corporation Ltd.
Debentures | -2% ₹5 Cr 50 Cholamandalam Investment And Finance Company Limited
Debentures | -2% ₹5 Cr 500 3. Franklin India Multi - Asset Solution Fund
CAGR/Annualized return of 5.3% 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 (22 Aug 23) ₹15.6864 ↑ 0.03 (0.17 %) Net Assets (Cr) ₹48 on 31 Jul 23 Category Hybrid - Dynamic Allocation AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating Risk Moderately High Expense Ratio 1.18 Sharpe Ratio 0.72 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 31 Aug 18 ₹10,000 31 Aug 19 ₹10,234 31 Aug 20 ₹8,455 31 Aug 21 ₹11,131 31 Aug 22 ₹11,668 31 Aug 23 ₹12,713 Returns for Franklin India Multi - Asset Solution Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23 Duration Returns 1 Month 0.2% 3 Month 2.9% 6 Month 5.5% 1 Year 7.9% 3 Year 13.8% 5 Year 5% 10 Year 15 Year Since launch 5.3% 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 Varun Sharma 1 Sep 23 0 Yr. Rajasa Kakulavarapu 7 Feb 22 1.56 Yr. Data below for Franklin India Multi - Asset Solution Fund as on 31 Jul 23
Asset Allocation
Asset Class Value Cash 8.63% Equity 28.51% Debt 36.96% Other 25.89% Equity Sector Allocation
Sector Value Financial Services 10.83% Technology 3.86% Consumer Cyclical 3.26% Consumer Defensive 2.4% Industrials 2.13% Energy 1.75% Health Care 1.59% Basic Materials 1.14% Communication Services 0.76% Utility 0.65% Debt Sector Allocation
Sector Value Corporate 19.64% Government 18.06% Cash Equivalent 7.76% Securitized 0.13% Credit Quality
Rating Value A 0.03% AA 12.24% AAA 87.72% Top Securities Holdings / Portfolio
Name Holding Value Quantity Franklin India Bluechip Dir Gr
Investment Fund | -29% ₹14 Cr 169,065 Nippon India ETF Gold BeES
- | -26% ₹12 Cr 2,469,120 ICICI Pru Short Term Dir Gr
Investment Fund | -21% ₹10 Cr 1,785,335 SBI Short Term Debt Dir Gr
Investment Fund | -21% ₹10 Cr 3,405,229 Franklin India S/T Inc Sgtd Ptf2RetDirGr
Investment Fund | -0% ₹0 Cr 15,575 Franklin India S/T Income Dir Gr
Investment Fund | -0% ₹0 Cr 49
↓ -1,557 Franklin India Liquid Sup Inst Dir Gr
Investment Fund | -0% ₹0 Cr 14 Call, Cash & Other Assets
CBLO | -2% ₹1 Cr
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