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فرینکلن ٹیمپلٹن میوچل فنڈ 2022 کے 3 بہترین بیلنسڈ فنڈز

Updated on September 28, 2026 , 3981 views

فرینکلن انڈیامتوازن فنڈ دونوں میں سرمایہ کاری کرتا ہے۔ایکوئٹیز اور قرض کے آلات۔ تقریباً 65% پورٹ فولیو ایکوئٹیز پر مشتمل ہے اور متوازن سرمایہ کاری فکسڈ میں ہوتی ہے۔آمدنی سیکورٹیز یہ سرمایہ کاروں کو ترقی اور استحکام کے درمیان توازن پیدا کرنے کا موقع فراہم کرتا ہے۔

فنڈ ہاؤس طویل مدتی نمو حاصل کرنے کے لیے ایکوئٹی کے متنوع پورٹ فولیو کو برقرار رکھتا ہے۔کرنسی مارکیٹ ایکویٹیز میں اتار چڑھاؤ کے لیے کشن کے طور پر کام کرنے کا آلہ۔ اس طرح، وہ سرمایہ کار جو اپنے پورٹ فولیو میں متوازن فنڈز شامل کرنا چاہتے ہیں، کی طرف سے پیش کردہ اسکیموں میں سرمایہ کاری کر سکتے ہیں۔فرینکلن ٹیمپلٹن میوچل فنڈ.

آپ فرینکلن ٹیمپلٹن کے نیچے دیے گئے ٹاپ 3 بہترین بیلنسڈ فنڈز میں سے اسکیمیں منتخب کرسکتے ہیں۔مشترکہ فنڈ. ان فنڈز کو AUM جیسے کچھ اہم معیاروں کو پورا کرتے ہوئے شارٹ لسٹ کیا گیا ہے۔نہیں ہیں، ماضی کی کارکردگی، وغیرہ

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Franklin

فرینکلن میوچل فنڈ میں کیوں سرمایہ کاری کریں؟

یقین دہانی

فرینکلن ٹیمپلٹن میوچل فنڈ کی دو دہائیوں سے زیادہ کی روشن تاریخ ہے۔ سالوں کے دوران، اس نے ہمیشہ سرمایہ کاروں کے بہترین مفادات کا خیال رکھا ہے۔

ٹیکس فوائد

کمپنی کی اسکیمیں کم کرنے کا آپشن پیش کرتی ہیں۔قابل ٹیکس آمدنی اس طرح، ٹیکس کی بچت. فرینکلن انڈیاٹیکس شیلڈ ایسی ہی ایک اسکیم ہے۔

ایکسپرٹ مارکیٹ آئی

کمپنی کی اعلی ممکنہ حصص کو تلاش کرنے پر گہری نظر ہے جو میں چھپے ہوئے ہیں۔مارکیٹ. یہ کم اتار چڑھاؤ کے ساتھ فنڈز تلاش کرنے میں بھی ماہر ہے۔

رسک مینجمنٹ

فرینکلن ٹیمپلٹن میوچل فنڈ کا مقصد خطرے کو کم کرنا ہے۔عنصر رعایتی کم قیمت والے اسٹاک تلاش کرکے۔

بہترین فرینکلن ٹیمپلٹن بیلنسڈ میوچل فنڈز

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)Sub Cat.
Franklin India Equity Hybrid Fund Growth ₹258.086
↓ -0.41 		₹2,365-2.94.5-3.47.77.83.6 Hybrid Equity
Franklin India Debt Hybrid Fund Growth ₹92.0257
↓ -0.03 		₹210-0.13.51.36.86.35.9 Hybrid Debt
Franklin India Multi - Asset Solution Fund Growth ₹22.4467
↓ -0.02 		₹1431.23.15.712.31014.1 Dynamic Allocation
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 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: 7.78% (lower mid).5Y return: 6.31% (bottom quartile).5Y return: 9.99% (upper mid).
Point 63Y return: 7.73% (lower mid).3Y return: 6.78% (bottom quartile).3Y return: 12.27% (upper mid).
Point 71Y return: -3.39% (bottom quartile).1Y return: 1.29% (lower mid).1Y return: 5.66% (upper mid).
Point 81M return: -4.01% (bottom quartile).1M return: -1.05% (lower mid).1M return: 0.24% (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: 7.78% (lower mid).
  • 3Y return: 7.73% (lower mid).
  • 1Y return: -3.39% (bottom quartile).
  • 1M return: -4.01% (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: 6.31% (bottom quartile).
  • 3Y return: 6.78% (bottom quartile).
  • 1Y return: 1.29% (lower mid).
  • 1M return: -1.05% (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: 9.99% (upper mid).
  • 3Y return: 12.27% (upper mid).
  • 1Y return: 5.66% (upper mid).
  • 1M return: 0.24% (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: 7.78% (lower mid).
  • 3Y return: 7.73% (lower mid).
  • 1Y return: -3.39% (bottom quartile).
  • 1M return: -4.01% (bottom quartile).
  • Alpha: -3.35 (bottom quartile).
  • Sharpe: -0.34 (lower mid).
  • Information ratio: -0.07 (lower mid).

Below is the key information for Franklin India Equity Hybrid Fund

Franklin India Equity Hybrid Fund
Growth
Launch Date 10 Dec 99
NAV (30 Sep 26) ₹258.086 ↓ -0.41   (-0.16 %)
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
30 Sep 26₹14,543

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 30 Sep 26

DurationReturns
1 Month -4%
3 Month -2.9%
6 Month 4.5%
1 Year -3.4%
3 Year 7.7%
5 Year 7.8%
10 Year
15 Year
Since launch 12.9%
Historical performance (Yearly) on absolute basis
YearReturns
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
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: 6.31% (bottom quartile).
  • 3Y return: 6.78% (bottom quartile).
  • 1Y return: 1.29% (lower mid).
  • 1M return: -1.05% (lower mid).
  • Alpha: -2.00 (lower mid).
  • Sharpe: -0.49 (bottom quartile).
  • Information ratio: -0.13 (bottom quartile).

Below is the key information for Franklin India Debt Hybrid Fund

Franklin India Debt Hybrid Fund
Growth
Launch Date 28 Sep 00
NAV (30 Sep 26) ₹92.0257 ↓ -0.03   (-0.03 %)
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
30 Sep 26₹13,580

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 30 Sep 26

DurationReturns
1 Month -1.1%
3 Month -0.1%
6 Month 3.5%
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
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
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: 9.99% (upper mid).
  • 3Y return: 12.27% (upper mid).
  • 1Y return: 5.66% (upper mid).
  • 1M return: 0.24% (upper mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.56 (upper mid).
  • Information ratio: 0.00 (upper mid).

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 (29 Sep 26) ₹22.4467 ↓ -0.02   (-0.07 %)
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
30 Sep 26₹16,181

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 ₹385,859.
Net Profit of ₹85,859 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 Sep 26

DurationReturns
1 Month 0.2%
3 Month 1.2%
6 Month 3.1%
1 Year 5.7%
3 Year 12.3%
5 Year 10%
10 Year
15 Year
Since launch 7.1%
Historical performance (Yearly) on absolute basis
YearReturns
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
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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