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3 Best Balanced Funds by Franklin Templeton Mutual Fund 2025

Updated on March 21, 2025 , 3307 views

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 (%)	2024 (%)	Sub Cat.
Franklin India Equity Hybrid Fund Growth	₹257.028 ↑ 2.04	₹1,945	-3	-6.1	9.7	14.4	20.6	17.7	Hybrid Equity
Franklin India Debt Hybrid Fund Growth	₹87.4488 ↑ 0.32	₹195	0.3	0.1	8.5	8.8	9.8	10.7	Hybrid Debt
Franklin India Multi - Asset Solution Fund Growth	₹19.5905 ↑ 0.01	₹62	4	1.7	12.8	10.9	10.6	11.7	Dynamic Allocation
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Mar 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 13.7% 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 (24 Mar 25)	₹257.028 ↑ 2.04 (0.80 %)
Net Assets (Cr)	₹1,945 on 28 Feb 25
Category	Hybrid - Hybrid Equity
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.15
Sharpe Ratio	-0.23
Information Ratio	0.91
Alpha Ratio	0.82
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
29 Feb 20	₹10,000
28 Feb 21	₹12,700
28 Feb 22	₹14,162
28 Feb 23	₹14,858
29 Feb 24	₹19,596
28 Feb 25	₹20,404

Franklin India Equity Hybrid Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644 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 24 Mar 25

Duration	Returns
1 Month	1.8%
3 Month	-3%
6 Month	-6.1%
1 Year	9.7%
3 Year	14.4%
5 Year	20.6%
10 Year
15 Year
Since launch	13.7%

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	0.41 Yr.
Anuj Tagra	7 Mar 24	0.98 Yr.
Chandni Gupta	7 Mar 24	0.98 Yr.
Sandeep Manam	18 Oct 21	3.37 Yr.
Rajasa Kakulavarapu	6 Sep 21	3.48 Yr.

Data below for Franklin India Equity Hybrid Fund as on 28 Feb 25

Asset Allocation

Asset Class	Value
Cash	3.57%
Equity	67.93%
Debt	28.5%

Equity Sector Allocation

Sector	Value
Financial Services	20.17%
Consumer Cyclical	10.96%
Industrials	8.41%
Technology	6.66%
Health Care	4.1%
Communication Services	4.06%
Consumer Defensive	3.46%
Basic Materials	3.19%
Energy	2.8%
Utility	2.67%
Real Estate	0.74%

Debt Sector Allocation

Sector	Value
Corporate	26.22%
Cash Equivalent	3.57%
Government	2.29%

Credit Quality

Rating	Value
AA	36.36%
AAA	63.64%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 07 \| HDFCBANK	7%	₹136 Cr	800,000 ↑ 23,500
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| ICICIBANK	5%	₹104 Cr	834,000
Infosys Ltd (Technology) Equity, Since 29 Feb 12 \| INFY	4%	₹72 Cr	384,300
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Dec 19 \| LT	3%	₹71 Cr	198,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 05 \| BHARTIARTL	3%	₹57 Cr	353,000
Bajaj Finance Limited Debentures \| -	3%	₹54 Cr	5,000
ICICI Home Finance Company Limited Debentures \| -	3%	₹54 Cr	5,000
Bharti Telecom Limited 8.65% Debentures \| -	3%	₹51 Cr	5,000
Mankind Pharma Ltd Debentures \| -	3%	₹51 Cr	5,000
Axis Bank Ltd (Financial Services) Equity, Since 30 Jun 14 \| 532215	2%	₹49 Cr	500,000 ↑ 30,000

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 9.2% 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 (24 Mar 25)	₹87.4488 ↑ 0.32 (0.36 %)
Net Assets (Cr)	₹195 on 28 Feb 25
Category	Hybrid - Hybrid Debt
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderate
Expense Ratio	1.39
Sharpe Ratio	-0.16
Information Ratio	0.52
Alpha Ratio	-0.5
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
29 Feb 20	₹10,000
28 Feb 21	₹10,734
28 Feb 22	₹11,364
28 Feb 23	₹11,833
29 Feb 24	₹13,546
28 Feb 25	₹14,398

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 24 Mar 25

Duration	Returns
1 Month	1.2%
3 Month	0.3%
6 Month	0.1%
1 Year	8.5%
3 Year	8.8%
5 Year	9.8%
10 Year
15 Year
Since launch	9.2%

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	1.31 Yr.
Pallab Roy	7 Mar 24	0.98 Yr.
Venkatesh Sanjeevi	4 Oct 24	0.4 Yr.
Rohan Maru	10 Oct 24	0.39 Yr.
Sandeep Manam	18 Oct 21	3.37 Yr.
Rajasa Kakulavarapu	6 Sep 21	3.48 Yr.

Data below for Franklin India Debt Hybrid Fund as on 28 Feb 25

Asset Allocation

Asset Class	Value
Cash	3.83%
Equity	24.22%
Debt	71.6%
Other	0.35%

Equity Sector Allocation

Sector	Value
Financial Services	7.67%
Consumer Cyclical	3.52%
Industrials	2.64%
Technology	2.54%
Health Care	1.56%
Communication Services	1.4%
Consumer Defensive	1.21%
Basic Materials	1.17%
Utility	1.14%
Energy	0.89%
Real Estate	0.22%

Debt Sector Allocation

Sector	Value
Corporate	48.03%
Government	23.56%
Cash Equivalent	3.83%

Credit Quality

Rating	Value
AA	13.49%
AAA	86.51%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
6.79% Govt Stock 2034 Sovereign Bonds \| -	24%	₹46 Cr	4,500,000 ↑ 2,500,000
Small Industries Development Bank Of India Debentures \| -	11%	₹21 Cr	2,000
Bajaj Finance Limited Debentures \| -	8%	₹15 Cr	1,500
Rural Electrification Corporation Limited Debentures \| -	5%	₹11 Cr	2,000
Bajaj Housing Finance Limited Debentures \| -	5%	₹11 Cr	100
Mankind Pharma Ltd Debentures \| -	5%	₹10 Cr	1,000
Mahindra Rural Housing Finance Limited Debentures \| -	5%	₹10 Cr	1,000
Cholamandalam Investment And Finance Company Limited Debentures \| -	3%	₹5 Cr	500
Kotak Mahindra Investments Limited 8.3774% Debentures \| -	3%	₹5 Cr	500
Mahindra & Mahindra Financial Services Ltd Debentures \| -	3%	₹5 Cr	500

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 6.7% 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 (21 Mar 25)	₹19.5905 ↑ 0.01 (0.05 %)
Net Assets (Cr)	₹62 on 28 Feb 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	0.9
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
29 Feb 20	₹10,000
28 Feb 21	₹9,149
28 Feb 22	₹10,898
28 Feb 23	₹11,297
29 Feb 24	₹13,180
28 Feb 25	₹14,715

Franklin India Multi - Asset Solution Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578 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 24 Mar 25

Duration	Returns
1 Month	1.5%
3 Month	4%
6 Month	1.7%
1 Year	12.8%
3 Year	10.9%
5 Year	10.6%
10 Year
15 Year
Since launch	6.7%

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	0.4 Yr.
Rajasa Kakulavarapu	7 Feb 22	3.06 Yr.

Data below for Franklin India Multi - Asset Solution Fund as on 28 Feb 25

Asset Allocation

Asset Class	Value
Cash	6.63%
Equity	23.89%
Debt	42.02%
Other	27.47%

Equity Sector Allocation

Sector	Value
Financial Services	7.95%
Technology	3.48%
Consumer Cyclical	3.31%
Consumer Defensive	2.02%
Industrials	1.91%
Health Care	1.56%
Energy	1.35%
Basic Materials	1.08%
Utility	0.84%
Real Estate	0.39%

Debt Sector Allocation

Sector	Value
Corporate	24.76%
Government	17.43%
Cash Equivalent	6.45%

Credit Quality

Rating	Value
AA	14.88%
AAA	85.12%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Nippon India ETF Gold BeES - \| -	28%	₹17 Cr	2,478,066 ↑ 309,000
Franklin India Bluechip Dir Gr Investment Fund \| -	25%	₹15 Cr	143,838 ↓ -20,164
ICICI Pru Short Term Dir Gr Investment Fund \| -	23%	₹14 Cr	2,232,979
SBI Short Term Debt Dir Gr Investment Fund \| -	23%	₹14 Cr	4,289,154
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 \| -	2%	₹1 Cr

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Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.