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फ्रैंकलिन टेम्पलटन म्यूचुअल फंड 2022 द्वारा 3 सर्वश्रेष्ठ बैलेंस्ड फंड

Updated on September 27, 2026 , 3977 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 (%)2025 (%)Sub Cat.
Franklin India Equity Hybrid Fund Growth ₹258.492
↓ -0.77 		₹2,365-2.83-3.27.87.73.6 Hybrid Equity
Franklin India Debt Hybrid Fund Growth ₹92.056
↓ -0.04 		₹210031.36.86.35.9 Hybrid Debt
Franklin India Multi - Asset Solution Fund Growth ₹22.4627
↓ 0.00 		₹1431.33.25.712.210.114.1 Dynamic Allocation
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Sep 26

Research Highlights & Commentary of 3 Funds showcased

CommentaryFranklin India Equity Hybrid FundFranklin India Debt Hybrid FundFranklin India Multi - Asset Solution Fund
Point 1Highest AUM (₹2,365 Cr).Lower mid AUM (₹210 Cr).Bottom quartile AUM (₹143 Cr).
Point 2Oldest track record among peers (26 yrs).Established history (26+ yrs).Established history (11+ yrs).
Point 3Top rated.Rating: 3★ (lower mid).Not Rated.
Point 4Risk profile: Moderately High.Risk profile: Moderate.Risk profile: Moderately High.
Point 55Y return: 7.73% (lower mid).5Y return: 6.30% (bottom quartile).5Y return: 10.10% (upper mid).
Point 63Y return: 7.79% (lower mid).3Y return: 6.80% (bottom quartile).3Y return: 12.19% (upper mid).
Point 71Y return: -3.24% (bottom quartile).1Y return: 1.35% (lower mid).1Y return: 5.75% (upper mid).
Point 81M return: -3.94% (bottom quartile).1M return: -0.99% (lower mid).1M return: 0.31% (upper mid).
Point 9Alpha: -3.35 (bottom quartile).Alpha: -2.00 (lower mid).Alpha: 0.00 (upper mid).
Point 10Sharpe: -0.34 (lower mid).Sharpe: -0.49 (bottom quartile).Sharpe: 0.56 (upper mid).

Franklin India Equity Hybrid Fund

  • Highest AUM (₹2,365 Cr).
  • Oldest track record among peers (26 yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 7.73% (lower mid).
  • 3Y return: 7.79% (lower mid).
  • 1Y return: -3.24% (bottom quartile).
  • 1M return: -3.94% (bottom quartile).
  • Alpha: -3.35 (bottom quartile).
  • Sharpe: -0.34 (lower mid).

Franklin India Debt Hybrid Fund

  • Lower mid AUM (₹210 Cr).
  • Established history (26+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderate.
  • 5Y return: 6.30% (bottom quartile).
  • 3Y return: 6.80% (bottom quartile).
  • 1Y return: 1.35% (lower mid).
  • 1M return: -0.99% (lower mid).
  • Alpha: -2.00 (lower mid).
  • Sharpe: -0.49 (bottom quartile).

Franklin India Multi - Asset Solution Fund

  • Bottom quartile AUM (₹143 Cr).
  • Established history (11+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 10.10% (upper mid).
  • 3Y return: 12.19% (upper mid).
  • 1Y return: 5.75% (upper mid).
  • 1M return: 0.31% (upper mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.56 (upper mid).

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.

Research Highlights for Franklin India Equity Hybrid Fund

  • Highest AUM (₹2,365 Cr).
  • Oldest track record among peers (26 yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 7.73% (lower mid).
  • 3Y return: 7.79% (lower mid).
  • 1Y return: -3.24% (bottom quartile).
  • 1M return: -3.94% (bottom quartile).
  • Alpha: -3.35 (bottom quartile).
  • Sharpe: -0.34 (lower mid).
  • Information ratio: -0.07 (lower mid).
  • Higher exposure to Financial Services vs peer median.
  • Top bond sector: Corporate.
  • Equity-heavy allocation (~70%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding Jubilant Bevco Limited (~4.7%).

Below is the key information for Franklin India Equity Hybrid Fund

Franklin India Equity Hybrid Fund
Growth
Launch Date 10 Dec 99
NAV (29 Sep 26) ₹258.492 ↓ -0.77   (-0.30 %)
Net Assets (Cr) ₹2,365 on 31 Aug 26
Category Hybrid - Hybrid Equity
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating ☆☆☆
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio -0.34
Information Ratio -0.07
Alpha Ratio -3.35
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
30 Sep 21₹10,000
30 Sep 22₹9,976
30 Sep 23₹11,632
30 Sep 24₹15,243
30 Sep 25₹15,054

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 ₹367,070.
Net Profit of ₹67,070 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 29 Sep 26

DurationReturns
1 Month -3.9%
3 Month -2.8%
6 Month 3%
1 Year -3.2%
3 Year 7.8%
5 Year 7.7%
10 Year
15 Year
Since launch 12.9%
Historical performance (Yearly) on absolute basis
YearReturns
2025 3.6%
2024 17.7%
2023 22.5%
2022 4.7%
2021 23.8%
2020 13.7%
2019 7.9%
2018 -1.6%
2017 21%
2016 7.6%
Fund Manager information for Franklin India Equity Hybrid Fund
NameSinceTenure
Ajay Argal4 Oct 241.91 Yr.
Anuj Tagra7 Mar 242.49 Yr.
Chandni Gupta7 Mar 242.49 Yr.
Sandeep Manam18 Oct 214.87 Yr.
Rajasa Kakulavarapu6 Sep 214.99 Yr.

Data below for Franklin India Equity Hybrid Fund as on 31 Aug 26

Asset Allocation
Asset ClassValue
Cash2.86%
Equity69.84%
Debt27.31%
Equity Sector Allocation
SectorValue
Financial Services22.26%
Industrials11.69%
Consumer Cyclical10.97%
Health Care6.95%
Technology4.72%
Basic Materials3.38%
Consumer Defensive2.63%
Energy2.16%
Communication Services2.05%
Utility1.91%
Real Estate1.12%
Debt Sector Allocation
SectorValue
Corporate19.01%
Government8.5%
Cash Equivalent2.65%
Credit Quality
RatingValue
AA26.66%
AAA73.34%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Jubilant Bevco Limited
Debentures | -		5%₹112 Cr9,994
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK		3%₹81 Cr1,137,629
↓ -362,371
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK		3%₹76 Cr520,000
↓ -50,000
State Bank of India (Financial Services)
Equity, Since 31 Dec 15 | SBIN		3%₹71 Cr670,000
↓ -130,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215		3%₹69 Cr530,000
↓ -70,000
Jubilant Beverages Limited
Debentures | -		3%₹68 Cr6,130
↓ -06
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jul 25 | M&M		2%₹59 Cr180,000
↑ 23,000
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | ETERNAL		2%₹56 Cr1,700,000
Poonawalla Fincorp Limited
Debentures | -		2%₹51 Cr5,000
Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE		2%₹51 Cr400,000
↓ -75,000

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.

Research Highlights for Franklin India Debt Hybrid Fund

  • Lower mid AUM (₹210 Cr).
  • Established history (26+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderate.
  • 5Y return: 6.30% (bottom quartile).
  • 3Y return: 6.80% (bottom quartile).
  • 1Y return: 1.35% (lower mid).
  • 1M return: -0.99% (lower mid).
  • Alpha: -2.00 (lower mid).
  • Sharpe: -0.49 (bottom quartile).
  • Information ratio: -0.13 (bottom quartile).
  • Top sector: Financial Services.
  • Higher exposure to Corporate (bond sector) vs peer median.
  • Conservative stance with elevated cash (~30%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding Bajaj Finance Limited (~7.7%).

Below is the key information for Franklin India Debt Hybrid Fund

Franklin India Debt Hybrid Fund
Growth
Launch Date 28 Sep 00
NAV (29 Sep 26) ₹92.056 ↓ -0.04   (-0.05 %)
Net Assets (Cr) ₹210 on 31 Aug 26
Category Hybrid - Hybrid Debt
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating ☆☆☆
Risk Moderate
Expense Ratio 1.4
Sharpe Ratio -0.49
Information Ratio -0.13
Alpha Ratio -2
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
30 Sep 21₹10,000
30 Sep 22₹10,189
30 Sep 23₹11,153
30 Sep 24₹12,851
30 Sep 25₹13,408

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 29 Sep 26

DurationReturns
1 Month -1%
3 Month 0%
6 Month 3%
1 Year 1.3%
3 Year 6.8%
5 Year 6.3%
10 Year
15 Year
Since launch 8.9%
Historical performance (Yearly) on absolute basis
YearReturns
2025 5.9%
2024 10.7%
2023 11.4%
2022 4%
2021 8.1%
2020 7.1%
2019 8.4%
2018 2.1%
2017 9.2%
2016 9.5%
Fund Manager information for Franklin India Debt Hybrid Fund
NameSinceTenure
Rahul Goswami10 Nov 232.81 Yr.
Pallab Roy7 Mar 242.49 Yr.
Venkatesh Sanjeevi4 Oct 241.91 Yr.
Rohan Maru10 Oct 241.89 Yr.
Sandeep Manam18 Oct 214.87 Yr.
Rajasa Kakulavarapu6 Sep 214.99 Yr.

Data below for Franklin India Debt Hybrid Fund as on 31 Aug 26

Asset Allocation
Asset ClassValue
Cash30.42%
Equity20.62%
Debt48.58%
Other0.38%
Equity Sector Allocation
SectorValue
Financial Services6.38%
Industrials3.23%
Consumer Cyclical3.16%
Health Care1.92%
Technology1.74%
Basic Materials1.15%
Consumer Defensive0.98%
Communication Services0.67%
Energy0.54%
Utility0.49%
Real Estate0.36%
Debt Sector Allocation
SectorValue
Corporate52.13%
Cash Equivalent18.32%
Government8.55%
Credit Quality
RatingValue
AA13.45%
AAA86.55%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Limited
Debentures | -		8%₹16 Cr1,500
Jubilant Bevco Limited
Debentures | -		7%₹15 Cr1,300
Small Industries Development Bank Of India
Debentures | -		5%₹10 Cr1,000
Bajaj Housing Finance Limited
Debentures | -		5%₹10 Cr100
Poonawalla Fincorp Limited
Debentures | -		5%₹10 Cr1,000
National Bank For Agriculture And Rural Development
Debentures | -		5%₹10 Cr1,000
Canara Bank
Domestic Bonds | -		5%₹10 Cr200
Rec Limited
Debentures | -		3%₹7 Cr1,174
Kotak Mahindra Investments Limited
Debentures | -		2%₹5 Cr500
Power Finance Corporation Limited
Debentures | -		2%₹5 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.

Research Highlights for Franklin India Multi - Asset Solution Fund

  • Bottom quartile AUM (₹143 Cr).
  • Established history (11+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 10.10% (upper mid).
  • 3Y return: 12.19% (upper mid).
  • 1Y return: 5.75% (upper mid).
  • 1M return: 0.31% (upper mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.56 (upper mid).
  • Information ratio: 0.00 (upper mid).
  • Top sector: Financial Services.
  • Higher exposure to Cash Equivalent (bond sector) vs peer median.
  • Conservative stance with elevated cash (~63%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding Franklin India Money Mkt Dir Gr (~19.5%).
  • Top-3 holdings concentration ~58.4%.

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 (28 Sep 26) ₹22.4627 ↓ 0.00   (-0.01 %)
Net Assets (Cr) ₹143 on 31 Aug 26
Category Hybrid - Dynamic Allocation
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 1.36
Sharpe Ratio 0.56
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
30 Sep 21₹10,000
30 Sep 22₹10,249
30 Sep 23₹11,418
30 Sep 24₹13,898
30 Sep 25₹15,289

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 ₹395,578.
Net Profit of ₹95,578 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 29 Sep 26

DurationReturns
1 Month 0.3%
3 Month 1.3%
6 Month 3.2%
1 Year 5.7%
3 Year 12.2%
5 Year 10.1%
10 Year
15 Year
Since launch 7.1%
Historical performance (Yearly) on absolute basis
YearReturns
2025 14.1%
2024 11.7%
2023 14.9%
2022 3.9%
2021 25.5%
2020 -14%
2019 8.2%
2018 0.4%
2017 11.1%
2016 7.8%
Fund Manager information for Franklin India Multi - Asset Solution Fund
NameSinceTenure
Rahul Goswami4 Jul 251.16 Yr.
Pallab Roy4 Jul 251.16 Yr.
Rohan Maru4 Jul 251.16 Yr.

Data below for Franklin India Multi - Asset Solution Fund as on 31 Aug 26

Asset Allocation
Asset ClassValue
Cash63.02%
Debt36.98%
Other0.15%
Equity Sector Allocation
SectorValue
Financial Services0.14%
Consumer Defensive0.07%
Health Care0.04%
Basic Materials0.03%
Technology0.01%
Real Estate0%
Debt Sector Allocation
SectorValue
Cash Equivalent45.72%
Corporate31.22%
Government23.06%
Credit Quality
RatingValue
AA3.76%
AAA96.24%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin India Money Mkt Dir Gr
Investment Fund | -		20%₹28 Cr5,001,037
↑ 179,208
Franklin India Corp Bond Dir Gr
Investment Fund | -		19%₹28 Cr2,404,442
↑ 86,145
Franklin India Arbitrage Dir Gr
Investment Fund | -		19%₹28 Cr24,643,960
↑ 887,992
Franklin India Gilt Dir Gr
Investment Fund | -		10%₹15 Cr2,173,334
Aditya BSL Arbitrage Dir Gr
Investment Fund | -		7%₹10 Cr3,347,424
Kotak Arbitrage Dir Gr
Investment Fund | -		7%₹10 Cr2,329,214
Tata Arbitrage Dir Gr
Investment Fund | -		7%₹10 Cr6,018,817
Axis Corporate Bond Dir Gr
Investment Fund | -		4%₹6 Cr2,994,043
Kotak Corporate Bond Dir Gr
Investment Fund | -		3%₹5 Cr11,306
Franklin India Mdm to Lg Term Dir Gr
Investment Fund | -		1%₹1 Cr918,076

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