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3 Best Balanced Funds by Franklin Templeton Mutual Fund 2025
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 ₹257.617
↓ -0.87 ₹2,078 -3.3 -1.1 14.2 12.4 15.2 17.7 Hybrid Equity Franklin India Debt Hybrid Fund Growth ₹86.5284
↓ -0.12 ₹224 -0.3 2 9.6 7.9 7.9 10.7 Hybrid Debt Franklin India Multi - Asset Solution Fund Growth ₹19.0001
↑ 0.06 ₹61 -1.1 1.4 12 9.7 7.8 11.7 Dynamic Allocation Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Jan 25
(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 13.8% since its launch. Ranked 16 in Hybrid Equity category. Return for 2024 was 17.7% , 2023 was 22.5% and 2022 was 4.7% . Franklin India Equity Hybrid Fund
Growth Launch Date 10 Dec 99 NAV (17 Jan 25) ₹257.617 ↓ -0.87 (-0.34 %) Net Assets (Cr) ₹2,078 on 31 Dec 24 Category Hybrid - Hybrid Equity AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.15 Sharpe Ratio 1.41 Information Ratio 1.04 Alpha Ratio 4.89 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 Dec 19 ₹10,000 31 Dec 20 ₹11,367 31 Dec 21 ₹14,070 31 Dec 22 ₹14,734 31 Dec 23 ₹18,055 31 Dec 24 ₹21,243 Returns for Franklin India Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Jan 25 Duration Returns 1 Month -3.9% 3 Month -3.3% 6 Month -1.1% 1 Year 14.2% 3 Year 12.4% 5 Year 15.2% 10 Year 15 Year Since launch 13.8% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 4.8% Fund Manager information for Franklin India Equity Hybrid Fund
Name Since Tenure Ajay Argal 4 Oct 24 0.24 Yr. Anuj Tagra 7 Mar 24 0.82 Yr. Chandni Gupta 7 Mar 24 0.82 Yr. Sandeep Manam 18 Oct 21 3.21 Yr. Rajasa Kakulavarapu 6 Sep 21 3.32 Yr. Data below for Franklin India Equity Hybrid Fund as on 31 Dec 24
Asset Allocation
Asset Class Value Cash 1.97% Equity 68.38% Debt 29.65% Equity Sector Allocation
Sector Value Financial Services 20.73% Consumer Cyclical 10.8% Industrials 8.12% Technology 6.73% Health Care 4.08% Communication Services 4.03% Basic Materials 3.68% Consumer Defensive 3.5% Energy 2.8% Utility 2.75% Real Estate 0.6% Debt Sector Allocation
Sector Value Corporate 27.16% Government 2.49% Cash Equivalent 1.97% Credit Quality
Rating Value AA 21.9% AAA 78.1% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK7% ₹139 Cr 776,500
↑ 1,500 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK5% ₹108 Cr 834,000
↑ 40,000 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY3% ₹71 Cr 384,300
↑ 13,700 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT3% ₹70 Cr 187,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 05 | BHARTIARTL3% ₹57 Cr 353,000 Bajaj Finance Limited
Debentures | -3% ₹53 Cr 5,000 ICICI Home Finance Company Limited
Debentures | -3% ₹53 Cr 5,000 Mankind Pharma Ltd
Debentures | -2% ₹51 Cr 5,000 Bharti Telecom Limited 8.65%
Debentures | -2% ₹50 Cr 5,000
↑ 5,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | AXISBANK2% ₹49 Cr 433,000
↑ 10,000 2. Franklin India Debt Hybrid Fund
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% . Franklin India Debt Hybrid Fund
Growth Launch Date 28 Sep 00 NAV (17 Jan 25) ₹86.5284 ↓ -0.12 (-0.14 %) Net Assets (Cr) ₹224 on 31 Dec 24 Category Hybrid - Hybrid Debt AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderate Expense Ratio 1.39 Sharpe Ratio 1.35 Information Ratio 0.66 Alpha Ratio 0.87 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 Dec 19 ₹10,000 31 Dec 20 ₹10,710 31 Dec 21 ₹11,573 31 Dec 22 ₹12,031 31 Dec 23 ₹13,404 31 Dec 24 ₹14,836 Returns for Franklin India Debt Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Jan 25 Duration Returns 1 Month -1.1% 3 Month -0.3% 6 Month 2% 1 Year 9.6% 3 Year 7.9% 5 Year 7.9% 10 Year 15 Year Since launch 9.3% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 5.8% Fund Manager information for Franklin India Debt Hybrid Fund
Name Since Tenure Rahul Goswami 10 Nov 23 1.15 Yr. Pallab Roy 7 Mar 24 0.82 Yr. Venkatesh Sanjeevi 4 Oct 24 0.24 Yr. Rohan Maru 10 Oct 24 0.23 Yr. Sandeep Manam 18 Oct 21 3.21 Yr. Rajasa Kakulavarapu 6 Sep 21 3.32 Yr. Data below for Franklin India Debt Hybrid Fund as on 31 Dec 24
Asset Allocation
Asset Class Value Cash 0.55% Equity 25.66% Debt 73.48% Other 0.31% Equity Sector Allocation
Sector Value Financial Services 7.62% Consumer Cyclical 4.02% Industrials 2.93% Technology 2.47% Health Care 1.67% Communication Services 1.52% Basic Materials 1.49% Consumer Defensive 1.27% Utility 1.1% Energy 1.07% Real Estate 0.24% Debt Sector Allocation
Sector Value Corporate 52.02% Government 21.46% Cash Equivalent 0.55% Credit Quality
Rating Value AA 8.24% AAA 91.76% Top Securities Holdings / Portfolio
Name Holding Value Quantity 7.04% Govt Stock 2029
Sovereign Bonds | -12% ₹25 Cr 2,500,000
↓ -500,000 Small Industries Development Bank Of India
Debentures | -10% ₹21 Cr 2,000 Bajaj Finance Limited
Debentures | -8% ₹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 Mahindra Rural Housing Finance Limited
Debentures | -5% ₹11 Cr 1,000 Bajaj Housing Finance Limited
Debentures | -5% ₹11 Cr 100 Mankind Pharma Ltd
Debentures | -5% ₹10 Cr 1,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 09 | HDFCBANK3% ₹6 Cr 31,000 3. Franklin India Multi - Asset Solution Fund
CAGR/Annualized return of 6.5% since its launch. Return for 2024 was 11.7% , 2023 was 14.9% and 2022 was 3.9% . Franklin India Multi - Asset Solution Fund
Growth Launch Date 28 Nov 14 NAV (16 Jan 25) ₹19.0001 ↑ 0.06 (0.33 %) Net Assets (Cr) ₹61 on 31 Dec 24 Category Hybrid - Dynamic Allocation AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating Risk Moderately High Expense Ratio 1.3 Sharpe Ratio 0.93 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 Dec 19 ₹10,000 31 Dec 20 ₹8,604 31 Dec 21 ₹10,799 31 Dec 22 ₹11,216 31 Dec 23 ₹12,886 31 Dec 24 ₹14,389 Returns for Franklin India Multi - Asset Solution Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Jan 25 Duration Returns 1 Month -0.8% 3 Month -1.1% 6 Month 1.4% 1 Year 12% 3 Year 9.7% 5 Year 7.8% 10 Year 15 Year Since launch 6.5% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 0.8% Fund Manager information for Franklin India Multi - Asset Solution Fund
Name Since Tenure Venkatesh Sanjeevi 4 Oct 24 0.24 Yr. Rajasa Kakulavarapu 7 Feb 22 2.9 Yr. Data below for Franklin India Multi - Asset Solution Fund as on 31 Dec 24
Asset Allocation
Asset Class Value Cash 7.8% Equity 29.06% Debt 41.79% Other 21.34% Equity Sector Allocation
Sector Value Financial Services 9.58% Consumer Cyclical 4.66% Technology 3.58% Health Care 2.52% Industrials 2.27% Basic Materials 1.77% Energy 1.59% Consumer Defensive 1.58% Utility 0.96% Real Estate 0.57% Debt Sector Allocation
Sector Value Corporate 26.52% Government 15.96% Cash Equivalent 7.12% 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 | -30% ₹18 Cr 164,002
↓ -43,980 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 Nippon India ETF Gold BeES
- | -22% ₹13 Cr 2,014,066
↑ 1,016,075 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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