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3 Best Balanced Funds by Franklin Templeton Mutual Fund 2024
Franklin India Balanced Fund invests in both equities and debt instruments. About 65% of the Portfolio consists of equities and balanced is invested in fixed Income securities. It gives an opportunity for investors to balance between growth and stability.
The fund house maintains a diversified portfolio of equities to achieve long-term growth combined with a money market instrument to act as a cushion to the Volatility in equities. Thus, investors who wish to add balanced funds in their portfolio can invest in schemes offered by Franklin Templeton Mutual Fund.
You can select schemes from the below-listed top 3 best balanced funds by Franklin Templeton Mutual Fund. These funds have been shortlisted by undertaking certain important criteria like AUM, NAV, past performances, etc.
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Why Invest in Franklin Mutual Fund?
Assurance
Franklin Templeton Mutual Fund has a glowing history of over two decades. Over the years, it has always looked after the best interests of the investors.
Tax Benefits
The company schemes offer the option to reduce Taxable Income thus, saving tax. Franklin India Tax Shield is one such scheme.
Expert Market Eye
The company has a keen eye for spotting high potential shares which are hidden in the Market. It is also an expert in finding funds with low volatility.
Risk Management
Franklin Templeton Mutual Fund aims at cutting down the risk Factor by seeking discounted undervalued stocks.
Best Franklin Templeton Balanced Mutual Funds
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Sub Cat. Franklin India Equity Hybrid Fund Growth ₹258.195
↑ 0.93 ₹2,014 -1.8 6.1 23.6 13.1 15.9 22.5 Hybrid Equity Franklin India Debt Hybrid Fund Growth ₹86.0757
↑ 0.14 ₹222 0.6 4.7 12.9 8 8.1 11.4 Hybrid Debt Franklin India Multi - Asset Solution Fund Growth ₹18.7941
↑ 0.07 ₹59 0.9 4.4 16.2 9.4 7.5 14.9 Dynamic Allocation Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 24
(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 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. 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 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. 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 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
CAGR/Annualized return of 13.9% since its launch. Ranked 16 in Hybrid Equity category. Return for 2023 was 22.5% , 2022 was 4.7% and 2021 was 23.8% . Franklin India Equity Hybrid Fund
Growth Launch Date 10 Dec 99 NAV (19 Nov 24) ₹258.195 ↑ 0.93 (0.36 %) Net Assets (Cr) ₹2,014 on 31 Oct 24 Category Hybrid - Hybrid Equity AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.15 Sharpe Ratio 2.29 Information Ratio 0.63 Alpha Ratio 4.07 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 Oct 19 ₹10,000 31 Oct 20 ₹9,912 31 Oct 21 ₹14,515 31 Oct 22 ₹14,900 31 Oct 23 ₹16,425 31 Oct 24 ₹21,311 Returns for Franklin India Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Nov 24 Duration Returns 1 Month -3.1% 3 Month -1.8% 6 Month 6.1% 1 Year 23.6% 3 Year 13.1% 5 Year 15.9% 10 Year 15 Year Since launch 13.9% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 47% Fund Manager information for Franklin India Equity Hybrid Fund
Name Since Tenure Ajay Argal 4 Oct 24 0.08 Yr. Anuj Tagra 7 Mar 24 0.65 Yr. Chandni Gupta 7 Mar 24 0.65 Yr. Sandeep Manam 18 Oct 21 3.04 Yr. Rajasa Kakulavarapu 6 Sep 21 3.16 Yr. Data below for Franklin India Equity Hybrid Fund as on 31 Oct 24
Asset Allocation
Asset Class Value Cash 2.21% Equity 67.91% Debt 29.88% Equity Sector Allocation
Sector Value Financial Services 20.09% Consumer Cyclical 10.42% Industrials 8.29% Technology 6.44% Health Care 4.54% Communication Services 4.24% Basic Materials 3.31% Energy 3.19% Consumer Defensive 3.18% Utility 2.89% Real Estate 0.67% Debt Sector Allocation
Sector Value Corporate 22.97% Government 6.91% Cash Equivalent 2.21% Credit Quality
Rating Value AA 13.64% AAA 86.36% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK6% ₹130 Cr 750,000
↑ 40,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK5% ₹101 Cr 794,000 National Bank For Agriculture And Rural Development
Debentures | -4% ₹76 Cr 7,500 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY3% ₹70 Cr 370,600 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT3% ₹69 Cr 187,000
↑ 13,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 05 | BHARTIARTL3% ₹60 Cr 353,000 Bajaj Finance Limited
Debentures | -3% ₹53 Cr 5,000 ICICI Home Finance Company Limited
Debentures | -3% ₹52 Cr 5,000 LIC Housing Finance Ltd. 7.835%
Debentures | -3% ₹52 Cr 5,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 5322152% ₹50 Cr 403,000 2. Franklin India Debt Hybrid Fund
CAGR/Annualized return of 9.3% since its launch. Ranked 35 in Hybrid Debt category. Return for 2023 was 11.4% , 2022 was 4% and 2021 was 8.1% . Franklin India Debt Hybrid Fund
Growth Launch Date 28 Sep 00 NAV (19 Nov 24) ₹86.0757 ↑ 0.14 (0.16 %) Net Assets (Cr) ₹222 on 31 Oct 24 Category Hybrid - Hybrid Debt AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderate Expense Ratio 1.39 Sharpe Ratio 2.32 Information Ratio 0.44 Alpha Ratio 0.92 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 Oct 19 ₹10,000 31 Oct 20 ₹10,337 31 Oct 21 ₹11,744 31 Oct 22 ₹12,073 31 Oct 23 ₹12,957 31 Oct 24 ₹14,891 Returns for Franklin India Debt Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Nov 24 Duration Returns 1 Month -0.8% 3 Month 0.6% 6 Month 4.7% 1 Year 12.9% 3 Year 8% 5 Year 8.1% 10 Year 15 Year Since launch 9.3% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 22.4% Fund Manager information for Franklin India Debt Hybrid Fund
Name Since Tenure Rahul Goswami 10 Nov 23 0.98 Yr. Pallab Roy 7 Mar 24 0.65 Yr. Venkatesh Sanjeevi 4 Oct 24 0.08 Yr. Rohan Maru 10 Oct 24 0.06 Yr. Sandeep Manam 18 Oct 21 3.04 Yr. Rajasa Kakulavarapu 6 Sep 21 3.16 Yr. Data below for Franklin India Debt Hybrid Fund as on 31 Oct 24
Asset Allocation
Asset Class Value Cash 11.36% Equity 23.42% Debt 64.91% Other 0.31% Equity Sector Allocation
Sector Value Financial Services 6.78% Consumer Cyclical 3.4% Industrials 2.91% Technology 2.26% Communication Services 1.53% Health Care 1.48% Consumer Defensive 1.22% Basic Materials 1.21% Energy 1.08% Utility 1.06% Real Estate 0.26% Debt Sector Allocation
Sector Value Corporate 46.14% Government 18.77% Cash Equivalent 11.36% Credit Quality
Rating Value AA 10.58% AAA 89.42% Top Securities Holdings / Portfolio
Name Holding Value Quantity Small Industries Development Bank Of India
Debentures | -10% ₹21 Cr 2,000 Bajaj Finance Limited
Debentures | -7% ₹16 Cr 1,500 Power Finance Corporation Ltd.
Debentures | -7% ₹15 Cr 1,500 National Bank For Agriculture And Rural Development
Debentures | -7% ₹15 Cr 1,500 Rural Electrification Corporation Limited
Debentures | -5% ₹11 Cr 2,000 Bharti Telecom Limited
Debentures | -5% ₹11 Cr 100 Mahindra Rural Housing Finance Limited
Debentures | -5% ₹11 Cr 1,000 Bajaj Housing Finance Limited
Debentures | -5% ₹10 Cr 100 07.06 Goi 2028
Sovereign Bonds | -5% ₹10 Cr 1,000,000 Cholamandalam Investment And Finance Company Limited
Debentures | -2% ₹5 Cr 500 3. Franklin India Multi - Asset Solution Fund
CAGR/Annualized return of 6.5% since its launch. Return for 2023 was 14.9% , 2022 was 3.9% and 2021 was 25.5% . Franklin India Multi - Asset Solution Fund
Growth Launch Date 28 Nov 14 NAV (19 Nov 24) ₹18.7941 ↑ 0.07 (0.40 %) Net Assets (Cr) ₹59 on 31 Oct 24 Category Hybrid - Dynamic Allocation AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating Risk Moderately High Expense Ratio 1.3 Sharpe Ratio 2.15 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 Oct 19 ₹10,000 31 Oct 20 ₹8,086 31 Oct 21 ₹10,891 31 Oct 22 ₹11,015 31 Oct 23 ₹12,212 31 Oct 24 ₹14,539 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 Nov 24 Duration Returns 1 Month -2% 3 Month 0.9% 6 Month 4.4% 1 Year 16.2% 3 Year 9.4% 5 Year 7.5% 10 Year 15 Year Since launch 6.5% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 Fund Manager information for Franklin India Multi - Asset Solution Fund
Name Since Tenure Venkatesh Sanjeevi 4 Oct 24 0.08 Yr. Rajasa Kakulavarapu 7 Feb 22 2.73 Yr. Data below for Franklin India Multi - Asset Solution Fund as on 31 Oct 24
Asset Allocation
Asset Class Value Cash 10.15% Equity 35.85% Debt 39.16% Other 14.83% Equity Sector Allocation
Sector Value Financial Services 11.98% Consumer Cyclical 6.2% Technology 4.04% Health Care 3.12% Industrials 2.65% Consumer Defensive 2.44% Basic Materials 2.04% Energy 1.42% Utility 1.22% Real Estate 0.74% Debt Sector Allocation
Sector Value Corporate 24.18% Government 16.04% Cash Equivalent 9.09% Securitized 0.01% Credit Quality
Rating Value AA 14.46% AAA 85.54% Top Securities Holdings / Portfolio
Name Holding Value Quantity Franklin India Bluechip Dir Gr
Investment Fund | -37% ₹22 Cr 188,216
↓ -52,630 SBI Short Term Debt Dir Gr
Investment Fund | -22% ₹13 Cr 3,976,551
↑ 660,671 ICICI Pru Short Term Dir Gr
Investment Fund | -22% ₹13 Cr 2,070,309
↑ 343,673 Nippon India ETF Gold BeES
- | -15% ₹9 Cr 1,375,991
↑ 367,500 Franklin India S/T Income Dir Gr
Investment Fund | -0% ₹0 Cr 49 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
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