फ्रँकलिन टेम्पलटन म्युच्युअल फंड 2022 द्वारे 3 सर्वोत्तम संतुलित निधी

Updated on January 26, 2026 , 3598 views

फ्रँकलिन इंडियासंतुलित निधी दोन्हीमध्ये गुंतवणूक करतोइक्विटी आणि कर्ज साधने. सुमारे 65% पोर्टफोलिओमध्ये इक्विटींचा समावेश असतो आणि समतोल फिक्स्डमध्ये गुंतवणूक केली जातेउत्पन्न सिक्युरिटीज हे गुंतवणूकदारांना वाढ आणि स्थिरता यांच्यात संतुलन साधण्याची संधी देते.

फंड हाऊस दीर्घकालीन वाढ साध्य करण्यासाठी इक्विटीचा वैविध्यपूर्ण पोर्टफोलिओ राखतोपैसा बाजार इक्विटीमधील अस्थिरतेसाठी उशी म्हणून काम करण्याचे साधन. अशा प्रकारे, ज्या गुंतवणूकदारांना त्यांच्या पोर्टफोलिओमध्ये संतुलित निधी जोडायचा आहे ते ऑफर केलेल्या योजनांमध्ये गुंतवणूक करू शकतातफ्रँकलिन टेम्पलटन म्युच्युअल फंड.

फ्रँकलिन टेम्पलटनच्या खाली दिलेल्या शीर्ष ३ सर्वोत्तम बॅलन्स फंड्समधून तुम्ही योजना निवडू शकताम्युच्युअल फंड. हे फंड एयूएम सारखे काही महत्त्वाचे निकष पूर्ण करून शॉर्टलिस्ट केले गेले आहेत.नाही, मागील कामगिरी इ.

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फ्रँकलिन म्युच्युअल फंडात गुंतवणूक का करावी?

आश्वासन

फ्रँकलिन टेम्पलटन म्युच्युअल फंडाचा दोन दशकांहून अधिक काळ चमकदार इतिहास आहे. वर्षानुवर्षे, ते नेहमीच गुंतवणूकदारांचे हित जपत आले आहे.

कर लाभ

कंपनीच्या योजना कमी करण्याचा पर्याय देतातकरपात्र उत्पन्न त्यामुळे कर बचत. फ्रँकलिन इंडियाकर ढाल अशीच एक योजना आहे.

एक्सपर्ट मार्केट आय

मध्ये लपलेले उच्च संभाव्य शेअर्स शोधण्यासाठी कंपनीची कडी नजर आहेबाजार. हे कमी अस्थिरतेसह निधी शोधण्यात देखील तज्ञ आहे.

जोखीम व्यवस्थापन

फ्रँकलिन टेम्पलटन म्युच्युअल फंडाचा उद्देश जोखीम कमी करणे आहेघटक सवलतीचे कमी मूल्य असलेले स्टॉक शोधून.

सर्वोत्कृष्ट फ्रँकलिन टेम्पलटन बॅलन्स्ड म्युच्युअल फंड

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)	Sub Cat.
Franklin India Equity Hybrid Fund Growth	₹267.694 ↑ 1.59	₹2,380	-3.2	-0.9	6.3	14.3	13.2	3.6	Hybrid Equity
Franklin India Debt Hybrid Fund Growth	₹91.431 ↑ 0.19	₹214	-0.8	0.3	6.2	9.2	7.7	5.9	Hybrid Debt
Franklin India Multi - Asset Solution Fund Growth	₹21.6231 ↓ -0.01	₹108	1.2	2.5	14	13.3	13.7	14.1	Dynamic Allocation
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jan 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 (₹2,380 Cr).	Lower mid AUM (₹214 Cr).	Bottom quartile AUM (₹108 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: 13.22% (lower mid).	5Y return: 7.71% (bottom quartile).	5Y return: 13.71% (upper mid).
Point 6	3Y return: 14.31% (upper mid).	3Y return: 9.17% (bottom quartile).	3Y return: 13.29% (lower mid).
Point 7	1Y return: 6.27% (lower mid).	1Y return: 6.22% (bottom quartile).	1Y return: 14.04% (upper mid).
Point 8	1M return: -2.30% (bottom quartile).	1M return: -0.87% (lower mid).	1M return: 0.32% (upper mid).
Point 9	Alpha: -4.83 (bottom quartile).	Alpha: -1.40 (lower mid).	Alpha: 0.00 (upper mid).
Point 10	Sharpe: -0.21 (bottom quartile).	Sharpe: -0.01 (lower mid).	Sharpe: 1.56 (upper mid).

Franklin India Equity Hybrid Fund

Highest AUM (₹2,380 Cr).
Oldest track record among peers (26 yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 13.22% (lower mid).
3Y return: 14.31% (upper mid).
1Y return: 6.27% (lower mid).
1M return: -2.30% (bottom quartile).
Alpha: -4.83 (bottom quartile).
Sharpe: -0.21 (bottom quartile).

Franklin India Debt Hybrid Fund

Lower mid AUM (₹214 Cr).
Established history (25+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderate.
5Y return: 7.71% (bottom quartile).
3Y return: 9.17% (bottom quartile).
1Y return: 6.22% (bottom quartile).
1M return: -0.87% (lower mid).
Alpha: -1.40 (lower mid).
Sharpe: -0.01 (lower mid).

Franklin India Multi - Asset Solution Fund

Bottom quartile AUM (₹108 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 13.71% (upper mid).
3Y return: 13.29% (lower mid).
1Y return: 14.04% (upper mid).
1M return: 0.32% (upper mid).
Alpha: 0.00 (upper mid).
Sharpe: 1.56 (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 (₹2,380 Cr).
Oldest track record among peers (26 yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 13.22% (lower mid).
3Y return: 14.31% (upper mid).
1Y return: 6.27% (lower mid).
1M return: -2.30% (bottom quartile).
Alpha: -4.83 (bottom quartile).
Sharpe: -0.21 (bottom quartile).
Information ratio: 0.42 (upper mid).

Below is the key information for Franklin India Equity Hybrid Fund

Franklin India Equity Hybrid Fund Growth
Launch Date	10 Dec 99
NAV (28 Jan 26)	₹267.694 ↑ 1.59 (0.60 %)
Net Assets (Cr)	₹2,380 on 31 Dec 25
Category	Hybrid - Hybrid Equity
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.11
Sharpe Ratio	-0.21
Information Ratio	0.42
Alpha Ratio	-4.83
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

Franklin India Equity Hybrid Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080 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 28 Jan 26

Duration	Returns
1 Month	-2.3%
3 Month	-3.2%
6 Month	-0.9%
1 Year	6.3%
3 Year	14.3%
5 Year	13.2%
10 Year
15 Year
Since launch	13.4%

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

Data below for Franklin India Equity Hybrid Fund as on 31 Dec 25

Asset Allocation

Asset Class	Value

Equity Sector Allocation

Sector	Value

Debt Sector Allocation

Sector	Value

Credit Quality

Rating	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

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 (₹214 Cr).
Established history (25+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderate.
5Y return: 7.71% (bottom quartile).
3Y return: 9.17% (bottom quartile).
1Y return: 6.22% (bottom quartile).
1M return: -0.87% (lower mid).
Alpha: -1.40 (lower mid).
Sharpe: -0.01 (lower mid).
Information ratio: 0.24 (lower mid).

Below is the key information for Franklin India Debt Hybrid Fund

Franklin India Debt Hybrid Fund Growth
Launch Date	28 Sep 00
NAV (28 Jan 26)	₹91.431 ↑ 0.19 (0.20 %)
Net Assets (Cr)	₹214 on 31 Dec 25
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	0.24
Alpha Ratio	-1.4
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

Franklin India Debt Hybrid Fund SIP 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 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 28 Jan 26

Duration	Returns
1 Month	-0.9%
3 Month	-0.8%
6 Month	0.3%
1 Year	6.2%
3 Year	9.2%
5 Year	7.7%
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

Data below for Franklin India Debt Hybrid Fund as on 31 Dec 25

Asset Allocation

Asset Class	Value

Equity Sector Allocation

Sector	Value

Debt Sector Allocation

Sector	Value

Credit Quality

Rating	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

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 (₹108 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 13.71% (upper mid).
3Y return: 13.29% (lower mid).
1Y return: 14.04% (upper mid).
1M return: 0.32% (upper mid).
Alpha: 0.00 (upper mid).
Sharpe: 1.56 (upper mid).
Information ratio: 0.00 (bottom quartile).

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 (27 Jan 26)	₹21.6231 ↓ -0.01 (-0.04 %)
Net Assets (Cr)	₹108 on 31 Dec 25
Category	Hybrid - Dynamic Allocation
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	Not Rated
Risk	Moderately High
Expense Ratio	1.36
Sharpe Ratio	1.56
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.

Date	Value

Franklin India Multi - Asset Solution Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080 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 28 Jan 26

Duration	Returns
1 Month	0.3%
3 Month	1.2%
6 Month	2.5%
1 Year	14%
3 Year	13.3%
5 Year	13.7%
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

Data below for Franklin India Multi - Asset Solution Fund as on 31 Dec 25

Asset Allocation

Asset Class	Value

Equity Sector Allocation

Sector	Value

Debt Sector Allocation

Sector	Value

Credit Quality

Rating	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

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Disclaimer:
येथे प्रदान केलेली माहिती अचूक असल्याची खात्री करण्यासाठी सर्व प्रयत्न केले गेले आहेत. तथापि, डेटाच्या अचूकतेबद्दल कोणतीही हमी दिली जात नाही. कृपया कोणतीही गुंतवणूक करण्यापूर्वी योजना माहिती दस्तऐवजासह सत्यापित करा.