+91-22-48913909فرینکلن ٹیمپلٹن میوچل فنڈ 2022 کے 3 بہترین بیلنسڈ فنڈز
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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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
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Sub Cat. Franklin India Equity Hybrid Fund Growth ₹271.056
↓ -2.93 ₹2,341 -2.2 0 8 14.5 11.9 3.6 Hybrid Equity Franklin India Debt Hybrid Fund Growth ₹92.1282
↓ -0.34 ₹223 -0.3 1.3 6.9 9.3 7.6 5.9 Hybrid Debt Franklin India Multi - Asset Solution Fund Growth ₹21.7317
↑ 0.00 ₹114 1.4 3 12.6 13.4 12.6 14.1 Dynamic Allocation Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Feb 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 (₹2,341 Cr). Lower mid AUM (₹223 Cr). Bottom quartile AUM (₹114 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: 11.90% (lower mid). 5Y return: 7.56% (bottom quartile). 5Y return: 12.63% (upper mid). Point 6 3Y return: 14.49% (upper mid). 3Y return: 9.32% (bottom quartile). 3Y return: 13.45% (lower mid). Point 7 1Y return: 7.98% (lower mid). 1Y return: 6.89% (bottom quartile). 1Y return: 12.56% (upper mid). Point 8 1M return: 0.30% (bottom quartile). 1M return: 0.56% (lower mid). 1M return: 0.69% (upper mid). Point 9 Alpha: -2.76 (bottom quartile). Alpha: -0.62 (lower mid). Alpha: 0.00 (upper mid). Point 10 Sharpe: -0.07 (bottom quartile). Sharpe: -0.01 (lower mid). Sharpe: 1.34 (upper mid). Franklin India Equity Hybrid Fund
Franklin India Debt Hybrid Fund
Franklin India Multi - Asset Solution 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. 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. Research Highlights for Franklin India Debt Hybrid Fund 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. Research Highlights for Franklin India Multi - Asset Solution Fund 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
Franklin India Equity Hybrid Fund
Growth Launch Date 10 Dec 99 NAV (19 Feb 26) ₹271.056 ↓ -2.93 (-1.07 %) Net Assets (Cr) ₹2,341 on 31 Jan 26 Category Hybrid - Hybrid Equity AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.11 Sharpe Ratio -0.07 Information Ratio 0.39 Alpha Ratio -2.76 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 Jan 21 ₹10,000 31 Jan 22 ₹12,379 31 Jan 23 ₹12,654 31 Jan 24 ₹16,062 31 Jan 25 ₹17,999 31 Jan 26 ₹18,869 Returns for Franklin India Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Feb 26 Duration Returns 1 Month 0.3% 3 Month -2.2% 6 Month 0% 1 Year 8% 3 Year 14.5% 5 Year 11.9% 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 Ajay Argal 4 Oct 24 1.33 Yr. Anuj Tagra 7 Mar 24 1.91 Yr. Chandni Gupta 7 Mar 24 1.91 Yr. Sandeep Manam 18 Oct 21 4.29 Yr. Rajasa Kakulavarapu 6 Sep 21 4.41 Yr. Data below for Franklin India Equity Hybrid Fund as on 31 Jan 26
Asset Allocation
Asset Class Value Cash 1.48% Equity 71.6% Debt 26.93% Equity Sector Allocation
Sector Value Financial Services 22.78% Industrials 10.5% Consumer Cyclical 8.08% Technology 5.62% Health Care 4.55% Consumer Defensive 4.13% Basic Materials 3.76% Utility 3.58% Communication Services 3.45% Energy 3.13% Real Estate 1.97% Debt Sector Allocation
Sector Value Corporate 17.52% Government 9.41% Cash Equivalent 1.48% Credit Quality
Rating Value AA 27.37% AAA 72.63% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK7% ₹158 Cr 1,705,000
↑ 10,000 Jubilant Bevco Limited
Debentures | -5% ₹107 Cr 9,994 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK4% ₹95 Cr 700,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT4% ₹83 Cr 210,000
↓ -15,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 05 | BHARTIARTL3% ₹81 Cr 410,000
↑ 22,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | AXISBANK3% ₹77 Cr 560,000 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE3% ₹73 Cr 525,000
↑ 45,000 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY3% ₹70 Cr 429,405 State Bank of India (Financial Services)
Equity, Since 31 Dec 15 | SBIN3% ₹69 Cr 640,000
↑ 40,000 Jubilant Beverages Limited
Debentures | -3% ₹66 Cr 6,136 2. Franklin India Debt Hybrid Fund
Franklin India Debt Hybrid Fund
Growth Launch Date 28 Sep 00 NAV (19 Feb 26) ₹92.1282 ↓ -0.34 (-0.36 %) Net Assets (Cr) ₹223 on 31 Jan 26 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 0.26 Alpha Ratio -0.62 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 Jan 21 ₹10,000 31 Jan 22 ₹10,841 31 Jan 23 ₹11,197 31 Jan 24 ₹12,621 31 Jan 25 ₹13,782 31 Jan 26 ₹14,581 Returns for Franklin India Debt Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Feb 26 Duration Returns 1 Month 0.6% 3 Month -0.3% 6 Month 1.3% 1 Year 6.9% 3 Year 9.3% 5 Year 7.6% 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 Rahul Goswami 10 Nov 23 2.23 Yr. Pallab Roy 7 Mar 24 1.91 Yr. Venkatesh Sanjeevi 4 Oct 24 1.33 Yr. Rohan Maru 10 Oct 24 1.31 Yr. Sandeep Manam 18 Oct 21 4.29 Yr. Rajasa Kakulavarapu 6 Sep 21 4.41 Yr. Data below for Franklin India Debt Hybrid Fund as on 31 Jan 26
Asset Allocation
Asset Class Value Cash 25.23% Equity 22.16% Debt 52.28% Other 0.33% Equity Sector Allocation
Sector Value Financial Services 7.65% Industrials 2.73% Consumer Cyclical 2.58% Technology 1.77% Health Care 1.34% Consumer Defensive 1.22% Energy 1.19% Basic Materials 1.18% Utility 1.11% Communication Services 1% Real Estate 0.37% Debt Sector Allocation
Sector Value Corporate 50.65% Cash Equivalent 14.71% Government 12.14% Credit Quality
Rating Value AA 12.84% AAA 87.16% Top Securities Holdings / Portfolio
Name Holding Value Quantity 6.90% Gs 2065
Sovereign Bonds | -8% ₹17 Cr 1,750,000
↓ -2,000,000 Bajaj Finance Limited
Debentures | -7% ₹16 Cr 1,500 Jubilant Bevco Limited
Debentures | -7% ₹16 Cr 1,468 Rec Limited
Debentures | -5% ₹11 Cr 2,000 Small Industries Development Bank Of India
Debentures | -5% ₹11 Cr 1,000 Bajaj Housing Finance Limited
Debentures | -5% ₹11 Cr 100 Poonawalla Fincorp Limited
Debentures | -5% ₹11 Cr 1,000 National Bank For Agriculture And Rural Development
Debentures | -5% ₹10 Cr 1,000 Kotak Mahindra Investments Limited
Debentures | -2% ₹5 Cr 500 Mahindra And Mahindra Financial Services Limited
Debentures | -2% ₹5 Cr 500 3. Franklin India Multi - Asset Solution Fund
Franklin India Multi - Asset Solution Fund
Growth Launch Date 28 Nov 14 NAV (18 Feb 26) ₹21.7317 ↑ 0.00 (0.00 %) Net Assets (Cr) ₹114 on 31 Jan 26 Category Hybrid - Dynamic Allocation AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating Risk Moderately High Expense Ratio 1.36 Sharpe Ratio 1.34 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 Jan 21 ₹10,000 31 Jan 22 ₹12,422 31 Jan 23 ₹13,056 31 Jan 24 ₹14,962 31 Jan 25 ₹16,917 31 Jan 26 ₹19,083 Returns for Franklin India Multi - Asset Solution Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Feb 26 Duration Returns 1 Month 0.7% 3 Month 1.4% 6 Month 3% 1 Year 12.6% 3 Year 13.4% 5 Year 12.6% 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 Rahul Goswami 4 Jul 25 0.58 Yr. Pallab Roy 4 Jul 25 0.58 Yr. Rohan Maru 4 Jul 25 0.58 Yr. Data below for Franklin India Multi - Asset Solution Fund as on 31 Jan 26
Asset Allocation
Asset Class Value Cash 59.3% Debt 40.96% Other 0.13% Equity Sector Allocation
Sector Value Financial Services 11.5% Basic Materials 3.18% Consumer Cyclical 2.86% Communication Services 2.59% Industrials 2.32% Energy 2.01% Consumer Defensive 1.86% Health Care 1.29% Technology 1.11% Utility 0.75% Real Estate 0.56% Debt Sector Allocation
Sector Value Cash Equivalent 48.88% Corporate 27.99% Government 23.4% Credit Quality
Rating Value AA 3.74% AAA 96.26% Top Securities Holdings / Portfolio
Name Holding Value Quantity Franklin India Arbitrage Dir Gr
Investment Fund | -19% ₹21 Cr 19,656,597
↑ 1,385,253 Franklin India Money Mkt Dir Gr
Investment Fund | -17% ₹20 Cr 3,717,396
↑ 698,714 Franklin India Gov Sec Dir Gr
Investment Fund | -12% ₹14 Cr 2,173,334 Franklin India Corp Dbt Dir Gr
Investment Fund | -12% ₹14 Cr 1,265,769 Kotak Arbitrage Dir Gr
Investment Fund | -8% ₹9 Cr 2,089,734
↑ 241,356 Tata Arbitrage Dir Gr
Investment Fund | -7% ₹8 Cr 5,399,085 Aditya BSL Arbitrage Dir Gr
Investment Fund | -7% ₹8 Cr 2,681,066 Kotak Corporate Bond Dir Gr
Investment Fund | -5% ₹6 Cr 13,741 Axis Corporate Bond Dir Gr
Investment Fund | -5% ₹6 Cr 2,994,043 Bandhan Corporate Bond Dir Gr
Investment Fund | -5% ₹6 Cr 2,734,146
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Research Highlights for Franklin India Equity Hybrid Fund