फ्रँकलिन टेम्पलटन म्युच्युअल फंड 2022 द्वारे 3 सर्वोत्तम संतुलित निधी

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फ्रँकलिन म्युच्युअल फंडात गुंतवणूक का करावी?
सर्वोत्कृष्ट फ्रँकलिन टेम्पलटन बॅलन्स्ड म्युच्युअल फंड
फ्रँकलिन म्युच्युअल फंडात ऑनलाइन गुंतवणूक कशी करावी?
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फ्रँकलिन टेम्पलटन म्युच्युअल फंड 2022 द्वारे 3 सर्वोत्तम संतुलित निधी

Updated on June 28, 2025 , 3422 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

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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	₹273.831 ↓ -0.68	₹2,187	7.1	3.5	7.1	19.2	19.9	17.7	Hybrid Equity
Franklin India Debt Hybrid Fund Growth	₹91.2777 ↓ -0.05	₹204	4.4	4.8	8.6	11.2	9.6	10.7	Hybrid Debt
Franklin India Multi - Asset Solution Fund Growth	₹21.084 ↓ -0.02	₹71	7.2	11.3	14.3	14.5	15.6	11.7	Dynamic Allocation
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Jun 25

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.

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 CAGR/Annualized return of 13.8% since its launch. Ranked 16 in Hybrid Equity category. Return for 2024 was 17.7% , 2023 was 22.5% and 2022 was 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 (30 Jun 25)	₹273.831 ↓ -0.68 (-0.25 %)
Net Assets (Cr)	₹2,187 on 31 May 25
Category	Hybrid - Hybrid Equity
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.15
Sharpe Ratio	0.32
Information Ratio	0.92
Alpha Ratio	0.38
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
30 Jun 20	₹10,000
30 Jun 21	₹14,967
30 Jun 22	₹14,647
30 Jun 23	₹17,580
30 Jun 24	₹23,144

Franklin India Equity Hybrid Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520 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 30 Jun 25

Duration	Returns
1 Month	1.9%
3 Month	7.1%
6 Month	3.5%
1 Year	7.1%
3 Year	19.2%
5 Year	19.9%
10 Year
15 Year
Since launch	13.8%

Historical performance (Yearly) on absolute basis

Year	Returns
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%
2015	4.8%

Fund Manager information for Franklin India Equity Hybrid Fund

Name	Since	Tenure
Ajay Argal	4 Oct 24	0.66 Yr.
Anuj Tagra	7 Mar 24	1.24 Yr.
Chandni Gupta	7 Mar 24	1.24 Yr.
Sandeep Manam	18 Oct 21	3.62 Yr.
Rajasa Kakulavarapu	6 Sep 21	3.74 Yr.

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

Asset Allocation

Asset Class	Value
Cash	3.68%
Equity	67.38%
Debt	28.94%

Equity Sector Allocation

Sector	Value
Financial Services	21.53%
Consumer Cyclical	10.61%
Industrials	7.58%
Technology	6.79%
Health Care	4.63%
Communication Services	3.72%
Consumer Defensive	3.37%
Utility	3.06%
Energy	2.79%
Basic Materials	2.56%
Real Estate	0.74%

Debt Sector Allocation

Sector	Value
Corporate	26.59%
Cash Equivalent	3.68%
Government	2.35%

Credit Quality

Rating	Value
AA	24.78%
AAA	75.22%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 07 \| HDFCBANK	7%	₹161 Cr	827,500
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| ICICIBANK	6%	₹130 Cr	900,000
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Dec 19 \| LT	3%	₹76 Cr	206,500 ↓ -3,500
Axis Bank Ltd (Financial Services) Equity, Since 30 Jun 14 \| AXISBANK	3%	₹66 Cr	550,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 05 \| BHARTIARTL	3%	₹66 Cr	353,000
Infosys Ltd (Technology) Equity, Since 29 Feb 12 \| INFY	3%	₹64 Cr	410,000 ↓ -12,900
Reliance Industries Ltd (Energy) Equity, Since 31 May 22 \| RELIANCE	3%	₹61 Cr	430,000 ↑ 30,000
Bharti Telecom Limited Debentures \| -	2%	₹54 Cr	5,000
Bajaj Finance Limited Debentures \| -	2%	₹53 Cr	5,000
ICICI Home Finance Company Limited Debentures \| -	2%	₹52 Cr	5,000

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.

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 CAGR/Annualized return of 9.3% since its launch. Ranked 35 in Hybrid Debt category. Return for 2024 was 10.7% , 2023 was 11.4% and 2022 was 4% .

Below is the key information for Franklin India Debt Hybrid Fund

Franklin India Debt Hybrid Fund Growth
Launch Date	28 Sep 00
NAV (30 Jun 25)	₹91.2777 ↓ -0.05 (-0.06 %)
Net Assets (Cr)	₹204 on 31 May 25
Category	Hybrid - Hybrid Debt
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderate
Expense Ratio	1.39
Sharpe Ratio	0.63
Information Ratio	0.28
Alpha Ratio	-1.19
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
30 Jun 20	₹10,000
30 Jun 21	₹11,424
30 Jun 22	₹11,505
30 Jun 23	₹12,724
30 Jun 24	₹14,559

Franklin India Debt Hybrid Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859 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 30 Jun 25

Duration	Returns
1 Month	0.9%
3 Month	4.4%
6 Month	4.8%
1 Year	8.6%
3 Year	11.2%
5 Year	9.6%
10 Year
15 Year
Since launch	9.3%

Historical performance (Yearly) on absolute basis

Year	Returns
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%
2015	5.8%

Fund Manager information for Franklin India Debt Hybrid Fund

Name	Since	Tenure
Rahul Goswami	10 Nov 23	1.64 Yr.
Pallab Roy	7 Mar 24	1.32 Yr.
Venkatesh Sanjeevi	4 Oct 24	0.74 Yr.
Rohan Maru	10 Oct 24	0.72 Yr.
Sandeep Manam	18 Oct 21	3.7 Yr.
Rajasa Kakulavarapu	6 Sep 21	3.82 Yr.

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

Asset Allocation

Asset Class	Value
Cash	20.2%
Equity	23.99%
Debt	55.46%
Other	0.35%

Equity Sector Allocation

Sector	Value
Financial Services	7.8%
Consumer Cyclical	4.03%
Industrials	2.59%
Technology	2.26%
Health Care	1.68%
Communication Services	1.26%
Consumer Defensive	1.23%
Utility	1.12%
Basic Materials	0.97%
Energy	0.77%
Real Estate	0.28%

Debt Sector Allocation

Sector	Value
Corporate	47.87%
Cash Equivalent	20.2%
Government	7.59%

Credit Quality

Rating	Value
AA	6.9%
AAA	93.1%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Jubilant Bevco Limited Debentures \| -	8%	₹16 Cr	1,568 ↑ 1,568
Bajaj Finance Limited Debentures \| -	8%	₹16 Cr	1,500
Rec Limited Debentures \| -	5%	₹11 Cr	2,000
National Bank For Agriculture And Rural Development Debentures \| -	5%	₹10 Cr	1,000
Mahindra Rural Housing Finance Limited Debentures \| -	5%	₹10 Cr	1,000
Small Industries Development Bank Of India Debentures \| -	5%	₹10 Cr	1,000
Bajaj Housing Finance Limited Debentures \| -	5%	₹10 Cr	100
Poonawalla Fincorp Limited Debentures \| -	5%	₹10 Cr	1,000
Kotak Mahindra Investments Limited Debentures \| -	3%	₹6 Cr	500
HDFC Bank Ltd (Financial Services) Equity, Since 31 Aug 09 \| HDFCBANK	3%	₹5 Cr	28,000

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.

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 CAGR/Annualized return of 7.3% since its launch. Return for 2024 was 11.7% , 2023 was 14.9% and 2022 was 3.9% .

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 Jun 25)	₹21.084 ↓ -0.02 (-0.07 %)
Net Assets (Cr)	₹71 on 31 May 25
Category	Hybrid - Dynamic Allocation
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	Not Rated
Risk	Moderately High
Expense Ratio	1.3
Sharpe Ratio	1.33
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
30 Jun 20	₹10,000
30 Jun 21	₹12,886
30 Jun 22	₹13,794
30 Jun 23	₹15,190
30 Jun 24	₹18,214

Franklin India Multi - Asset Solution Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579 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 30 Jun 25

Duration	Returns
1 Month	1.7%
3 Month	7.2%
6 Month	11.3%
1 Year	14.3%
3 Year	14.5%
5 Year	15.6%
10 Year
15 Year
Since launch	7.3%

Historical performance (Yearly) on absolute basis

Year	Returns
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%
2015	0.8%

Fund Manager information for Franklin India Multi - Asset Solution Fund

Name	Since	Tenure
Venkatesh Sanjeevi	4 Oct 24	0.66 Yr.
Rajasa Kakulavarapu	7 Feb 22	3.31 Yr.

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

Asset Allocation

Asset Class	Value
Cash	8.86%
Equity	35.68%
Debt	41%
Other	14.46%

Equity Sector Allocation

Sector	Value
Financial Services	12.42%
Consumer Cyclical	6.26%
Technology	4.19%
Consumer Defensive	2.9%
Health Care	2.85%
Industrials	2.58%
Energy	2.35%
Basic Materials	1.02%
Real Estate	0.61%
Utility	0.51%

Debt Sector Allocation

Sector	Value
Corporate	29.16%
Government	12.75%
Cash Equivalent	7.95%

Credit Quality

Rating	Value
AA	14.59%
AAA	85.41%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Franklin India Bluechip Dir Gr Investment Fund \| -	37%	₹26 Cr	235,692 ↓ -36,854
SBI Short Term Debt Dir Gr Investment Fund \| -	22%	₹16 Cr	4,589,294 ↑ 885,050
ICICI Pru Short Term Dir Gr Investment Fund \| -	22%	₹16 Cr	2,389,483 ↑ 460,825
Nippon India ETF Gold BeES - \| -	15%	₹10 Cr	1,295,920 ↓ -31,646
Franklin India Liquid Sup Inst Dir Gr Investment Fund \| -	0%	₹0 Cr	14
Franklin India S/T Inc Sgtd Ptf3DirRetGr Investment Fund \| -	0%	₹0 Cr	23,974
Call, Cash & Other Assets CBLO \| -	4%	₹3 Cr
Franklin India S/T Income Dir Gr Investment Fund \| -		₹0 Cr	00 ↓ -49

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