ફ્રેન્કલિન ટેમ્પલટન મ્યુચ્યુઅલ ફંડ 2022 દ્વારા 3 શ્રેષ્ઠ સંતુલિત ભંડોળ

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ફ્રેન્કલિન મ્યુચ્યુઅલ ફંડમાં શા માટે રોકાણ કરવું?
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ફ્રેન્કલિન ટેમ્પલટન મ્યુચ્યુઅલ ફંડ 2022 દ્વારા 3 શ્રેષ્ઠ સંતુલિત ભંડોળ

Updated on December 22, 2024 , 3217 views

ફ્રેન્કલિન ભારતસંતુલિત ભંડોળ બંનેમાં રોકાણ કરે છેઇક્વિટી અને દેવાનાં સાધનો. લગભગ 65% પોર્ટફોલિયોમાં ઇક્વિટીનો સમાવેશ થાય છે અને સંતુલિત રોકાણ ફિક્સ્ડમાં થાય છેઆવક સિક્યોરિટીઝ તે રોકાણકારોને વૃદ્ધિ અને સ્થિરતા વચ્ચે સંતુલન સાધવાની તક આપે છે.

ફંડ હાઉસ લાંબા ગાળાની વૃદ્ધિ હાંસલ કરવા માટે ઇક્વિટીનો વૈવિધ્યસભર પોર્ટફોલિયો જાળવી રાખે છે.મની માર્કેટ ઇક્વિટીમાં અસ્થિરતા માટે ગાદી તરીકે કામ કરવા માટેનું સાધન. આમ, રોકાણકારો જેઓ તેમના પોર્ટફોલિયોમાં સંતુલિત ભંડોળ ઉમેરવા ઈચ્છે છે તેઓ દ્વારા ઓફર કરવામાં આવતી યોજનાઓમાં રોકાણ કરી શકે છેફ્રેન્કલિન ટેમ્પલટન મ્યુચ્યુઅલ ફંડ.

તમે ફ્રેન્કલિન ટેમ્પલટન દ્વારા નીચે સૂચિબદ્ધ ટોચના 3 શ્રેષ્ઠ સંતુલિત ભંડોળમાંથી યોજનાઓ પસંદ કરી શકો છોમ્યુચ્યુઅલ ફંડ. એયુએમ જેવા કેટલાક મહત્વપૂર્ણ માપદંડો હાથ ધરીને આ ભંડોળને શોર્ટલિસ્ટ કરવામાં આવ્યું છે.નથી, ભૂતકાળનું પ્રદર્શન, વગેરે.

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ફ્રેન્કલિન મ્યુચ્યુઅલ ફંડમાં શા માટે રોકાણ કરવું?

ખાતરી

ફ્રેન્કલિન ટેમ્પલટન મ્યુચ્યુઅલ ફંડનો બે દાયકાથી વધુનો ઝળહળતો ઇતિહાસ છે. વર્ષોથી, તેણે હંમેશા રોકાણકારોના શ્રેષ્ઠ હિતોનું ધ્યાન રાખ્યું છે.

કર લાભો

કંપનીની યોજનાઓ ઘટાડવાનો વિકલ્પ આપે છેકરપાત્ર આવક આમ, કર બચત. ફ્રેન્કલિન ભારતટેક્સ શિલ્ડ આવી જ એક યોજના છે.

એક્સપર્ટ માર્કેટ આઈ

કંપનીમાં છુપાયેલા ઉચ્ચ સંભવિત શેરોને જોવા માટે આતુર નજર છેબજાર. તે ઓછી વોલેટિલિટી સાથે ફંડ શોધવામાં પણ નિષ્ણાત છે.

જોખમ સંચાલન

ફ્રેન્કલિન ટેમ્પલટન મ્યુચ્યુઅલ ફંડનો ઉદ્દેશ્ય જોખમ ઘટાડવાનો છેપરિબળ ડિસ્કાઉન્ટેડ અન્ડરવેલ્યુડ સ્ટોક્સ માંગીને.

શ્રેષ્ઠ ફ્રેન્કલિન ટેમ્પલટન બેલેન્સ્ડ મ્યુચ્યુઅલ ફંડ્સ

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2023 (%)	Sub Cat.
Franklin India Equity Hybrid Fund Growth	₹264.28 ↓ -0.03	₹2,050	-3	4.2	19.2	15.2	16.3	22.5	Hybrid Equity
Franklin India Debt Hybrid Fund Growth	₹87.0286 ↓ 0.00	₹213	-0.2	3.9	11.2	8.8	8.2	11.4	Hybrid Debt
Franklin India Multi - Asset Solution Fund Growth	₹18.9208 ↑ 0.08	₹60	-2.1	2.8	13	10.2	7.7	14.9	Dynamic Allocation
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Dec 24

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 14% since its launch. Ranked 16 in Hybrid Equity category. Return for 2023 was 22.5% , 2022 was 4.7% and 2021 was 23.8% .

Below is the key information for Franklin India Equity Hybrid Fund

Franklin India Equity Hybrid Fund Growth
Launch Date	10 Dec 99
NAV (24 Dec 24)	₹264.28 ↓ -0.03 (-0.01 %)
Net Assets (Cr)	₹2,050 on 30 Nov 24
Category	Hybrid - Hybrid Equity
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.15
Sharpe Ratio	1.93
Information Ratio	0.87
Alpha Ratio	4.28
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
30 Nov 19	₹10,000
30 Nov 20	₹10,933
30 Nov 21	₹14,010
30 Nov 22	₹15,178
30 Nov 23	₹17,157
30 Nov 24	₹21,346

Franklin India Equity Hybrid Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689 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 Dec 24

Duration	Returns
1 Month	1.4%
3 Month	-3%
6 Month	4.2%
1 Year	19.2%
3 Year	15.2%
5 Year	16.3%
10 Year
15 Year
Since launch	14%

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	0.16 Yr.
Anuj Tagra	7 Mar 24	0.74 Yr.
Chandni Gupta	7 Mar 24	0.74 Yr.
Sandeep Manam	18 Oct 21	3.12 Yr.
Rajasa Kakulavarapu	6 Sep 21	3.24 Yr.

Data below for Franklin India Equity Hybrid Fund as on 30 Nov 24

Asset Allocation

Asset Class	Value
Cash	1.83%
Equity	68.16%
Debt	30.01%

Equity Sector Allocation

Sector	Value
Financial Services	21%
Consumer Cyclical	10.06%
Industrials	8.31%
Technology	6.38%
Health Care	4.55%
Communication Services	4.09%
Basic Materials	3.53%
Consumer Defensive	3.47%
Energy	2.94%
Utility	2.63%
Real Estate	0.61%

Debt Sector Allocation

Sector	Value
Corporate	26.22%
Government	3.79%
Cash Equivalent	1.83%

Credit Quality

Rating	Value
AA	22.38%
AAA	77.62%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 07 \| HDFCBANK	7%	₹135 Cr	775,000 ↑ 25,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| ICICIBANK	5%	₹103 Cr	794,000
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Dec 19 \| LT	3%	₹68 Cr	187,000
Infosys Ltd (Technology) Equity, Since 29 Feb 12 \| INFY	3%	₹65 Cr	370,600
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 05 \| BHARTIARTL	3%	₹57 Cr	353,000
Bajaj Finance Limited Debentures \| -	3%	₹53 Cr	5,000
ICICI Home Finance Company Limited Debentures \| -	3%	₹53 Cr	5,000
LIC Housing Finance Limited Debentures \| -	3%	₹52 Cr	5,000
National Bank For Agriculture And Rural Development Debentures \| -	3%	₹51 Cr	5,000 ↓ -2,500
Mankind Pharma Ltd Debentures \| -	3%	₹50 Cr	5,000 ↑ 5,000

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 9.3% since its launch. Ranked 35 in Hybrid Debt category. Return for 2023 was 11.4% , 2022 was 4% and 2021 was 8.1% .

Below is the key information for Franklin India Debt Hybrid Fund

Franklin India Debt Hybrid Fund Growth
Launch Date	28 Sep 00
NAV (24 Dec 24)	₹87.0286 ↓ 0.00 (0.00 %)
Net Assets (Cr)	₹213 on 15 Dec 24
Category	Hybrid - Hybrid Debt
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderate
Expense Ratio	1.39
Sharpe Ratio	1.94
Information Ratio	0.69
Alpha Ratio	0.86
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
30 Nov 19	₹10,000
30 Nov 20	₹10,597
30 Nov 21	₹11,558
30 Nov 22	₹12,137
30 Nov 23	₹13,099
30 Nov 24	₹14,827

Franklin India Debt Hybrid Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357 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 Dec 24

Duration	Returns
1 Month	0.8%
3 Month	-0.2%
6 Month	3.9%
1 Year	11.2%
3 Year	8.8%
5 Year	8.2%
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	1.06 Yr.
Pallab Roy	7 Mar 24	0.74 Yr.
Venkatesh Sanjeevi	4 Oct 24	0.16 Yr.
Rohan Maru	10 Oct 24	0.14 Yr.
Sandeep Manam	18 Oct 21	3.12 Yr.
Rajasa Kakulavarapu	6 Sep 21	3.24 Yr.

Data below for Franklin India Debt Hybrid Fund as on 15 Dec 24

Asset Allocation

Asset Class	Value
Cash	9.39%
Equity	21.27%
Debt	69.06%
Other	0.28%

Equity Sector Allocation

Sector	Value
Financial Services	6.19%
Consumer Cyclical	3.11%
Industrials	2.56%
Technology	2.15%
Health Care	1.3%
Communication Services	1.29%
Basic Materials	1.27%
Consumer Defensive	1.15%
Energy	0.97%
Utility	0.89%
Real Estate	0.19%

Debt Sector Allocation

Sector	Value
Corporate	47.21%
Government	21.85%
Cash Equivalent	9.39%

Credit Quality

Rating	Value
AA	16.22%
AAA	83.78%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Small Industries Development Bank Of India Debentures \| -	9%	₹21 Cr	2,000
Bajaj Finance Limited Debentures \| -	7%	₹16 Cr	1,500
7.04% Govt Stock 2029 Sovereign Bonds \| -	7%	₹16 Cr	1,500,000 ↑ 1,000,000
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 \| -	4%	₹10 Cr	100
7.06% Govt Stock 2028 Sovereign Bonds \| -	4%	₹10 Cr	1,000,000

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 6.5% since its launch. Return for 2023 was 14.9% , 2022 was 3.9% and 2021 was 25.5% .

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 (23 Dec 24)	₹18.9208 ↑ 0.08 (0.41 %)
Net Assets (Cr)	₹60 on 30 Nov 24
Category	Hybrid - Dynamic Allocation
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	Not Rated
Risk	Moderately High
Expense Ratio	1.3
Sharpe Ratio	1.6
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
30 Nov 19	₹10,000
30 Nov 20	₹8,323
30 Nov 21	₹10,731
30 Nov 22	₹11,239
30 Nov 23	₹12,478
30 Nov 24	₹14,434

Franklin India Multi - Asset Solution Fund SIP 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 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 Dec 24

Duration	Returns
1 Month	-0.4%
3 Month	-2.1%
6 Month	2.8%
1 Year	13%
3 Year	10.2%
5 Year	7.7%
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	0.16 Yr.
Rajasa Kakulavarapu	7 Feb 22	2.82 Yr.

Data below for Franklin India Multi - Asset Solution Fund as on 30 Nov 24

Asset Allocation

Asset Class	Value
Cash	10.1%
Equity	36.94%
Debt	41.74%
Other	11.22%

Equity Sector Allocation

Sector	Value
Financial Services	12.03%
Consumer Cyclical	6.29%
Technology	4.73%
Health Care	3.46%
Industrials	2.21%
Basic Materials	2.05%
Consumer Defensive	1.99%
Energy	1.94%
Utility	1.49%
Real Estate	0.74%

Debt Sector Allocation

Sector	Value
Corporate	25.04%
Government	16.7%
Cash Equivalent	10.1%

Credit Quality

Rating	Value
AA	13.98%
AAA	86.02%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Franklin India Bluechip Dir Gr Investment Fund \| -	38%	₹23 Cr	207,982 ↑ 19,766
ICICI Pru Short Term Dir Gr Investment Fund \| -	23%	₹14 Cr	2,232,979 ↑ 162,670
SBI Short Term Debt Dir Gr Investment Fund \| -	23%	₹14 Cr	4,289,154 ↑ 312,603
Nippon India ETF Gold BeES - \| -	11%	₹7 Cr	997,991 ↓ -378,000
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%	₹2 Cr

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