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ಫ್ರಾಂಕ್ಲಿನ್ ಟೆಂಪಲ್ಟನ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ 2022 ರ 3 ಅತ್ಯುತ್ತಮ ಸಮತೋಲಿತ ನಿಧಿಗಳು

ಫಿನ್ಕಾಶ್ »ಫ್ರಾಂಕ್ಲಿನ್ ಟೆಂಪಲ್ಟನ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ »ಸಮತೋಲಿತ ನಿಧಿಗಳು

ಫ್ರಾಂಕ್ಲಿನ್ ಟೆಂಪಲ್ಟನ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ 2022 ರ 3 ಅತ್ಯುತ್ತಮ ಸಮತೋಲಿತ ನಿಧಿಗಳು

Updated on November 20, 2024 , 3179 views

ಫ್ರಾಂಕ್ಲಿನ್ ಇಂಡಿಯಾಸಮತೋಲಿತ ನಿಧಿ ಎರಡರಲ್ಲೂ ಹೂಡಿಕೆ ಮಾಡುತ್ತದೆಈಕ್ವಿಟಿಗಳು ಮತ್ತು ಸಾಲ ಉಪಕರಣಗಳು. ಪೋರ್ಟ್‌ಫೋಲಿಯೊದ ಸುಮಾರು 65% ಈಕ್ವಿಟಿಗಳನ್ನು ಒಳಗೊಂಡಿರುತ್ತದೆ ಮತ್ತು ಸಮತೋಲನವನ್ನು ಸ್ಥಿರದಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲಾಗುತ್ತದೆಆದಾಯ ಭದ್ರತೆಗಳು. ಹೂಡಿಕೆದಾರರಿಗೆ ಬೆಳವಣಿಗೆ ಮತ್ತು ಸ್ಥಿರತೆಯ ನಡುವೆ ಸಮತೋಲನ ಸಾಧಿಸಲು ಇದು ಅವಕಾಶವನ್ನು ನೀಡುತ್ತದೆ.

ಫಂಡ್ ಹೌಸ್ ದೀರ್ಘಾವಧಿಯ ಬೆಳವಣಿಗೆಯನ್ನು ಸಾಧಿಸಲು ಈಕ್ವಿಟಿಗಳ ವೈವಿಧ್ಯಮಯ ಬಂಡವಾಳವನ್ನು ನಿರ್ವಹಿಸುತ್ತದೆಹಣದ ಮಾರುಕಟ್ಟೆ ಈಕ್ವಿಟಿಗಳಲ್ಲಿನ ಚಂಚಲತೆಗೆ ಕುಶನ್ ಆಗಿ ಕಾರ್ಯನಿರ್ವಹಿಸುವ ಸಾಧನ. ಹೀಗಾಗಿ, ತಮ್ಮ ಪೋರ್ಟ್‌ಫೋಲಿಯೊದಲ್ಲಿ ಸಮತೋಲಿತ ಹಣವನ್ನು ಸೇರಿಸಲು ಬಯಸುವ ಹೂಡಿಕೆದಾರರು ನೀಡುವ ಯೋಜನೆಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಬಹುದುಫ್ರಾಂಕ್ಲಿನ್ ಟೆಂಪಲ್ಟನ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್.

ಫ್ರಾಂಕ್ಲಿನ್ ಟೆಂಪಲ್‌ಟನ್‌ನಿಂದ ಕೆಳಗೆ ಪಟ್ಟಿ ಮಾಡಲಾದ ಟಾಪ್ 3 ಅತ್ಯುತ್ತಮ ಸಮತೋಲಿತ ನಿಧಿಗಳಿಂದ ನೀವು ಸ್ಕೀಮ್‌ಗಳನ್ನು ಆಯ್ಕೆ ಮಾಡಬಹುದುಮ್ಯೂಚುಯಲ್ ಫಂಡ್. AUM ನಂತಹ ಕೆಲವು ಪ್ರಮುಖ ಮಾನದಂಡಗಳನ್ನು ಕೈಗೊಳ್ಳುವ ಮೂಲಕ ಈ ನಿಧಿಗಳನ್ನು ಶಾರ್ಟ್‌ಲಿಸ್ಟ್ ಮಾಡಲಾಗಿದೆ,ಅವು ಅಲ್ಲ, ಹಿಂದಿನ ಪ್ರದರ್ಶನಗಳು, ಇತ್ಯಾದಿ.

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Franklin

ಫ್ರಾಂಕ್ಲಿನ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ನಲ್ಲಿ ಏಕೆ ಹೂಡಿಕೆ ಮಾಡಬೇಕು?

ಭರವಸೆ

ಫ್ರಾಂಕ್ಲಿನ್ ಟೆಂಪಲ್ಟನ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಎರಡು ದಶಕಗಳಿಗಿಂತಲೂ ಹೆಚ್ಚು ಇತಿಹಾಸವನ್ನು ಹೊಂದಿದೆ. ವರ್ಷಗಳಲ್ಲಿ, ಇದು ಯಾವಾಗಲೂ ಹೂಡಿಕೆದಾರರ ಉತ್ತಮ ಹಿತಾಸಕ್ತಿಗಳನ್ನು ನೋಡಿಕೊಳ್ಳುತ್ತದೆ.

ತೆರಿಗೆ ಪ್ರಯೋಜನಗಳು

ಕಂಪನಿಯ ಯೋಜನೆಗಳು ಕಡಿಮೆ ಮಾಡುವ ಆಯ್ಕೆಯನ್ನು ನೀಡುತ್ತವೆತೆರಿಗೆ ವಿಧಿಸಬಹುದಾದ ಆದಾಯ ಹೀಗಾಗಿ, ತೆರಿಗೆ ಉಳಿತಾಯ. ಫ್ರಾಂಕ್ಲಿನ್ ಇಂಡಿಯಾತೆರಿಗೆ ಶೀಲ್ಡ್ ಅಂತಹ ಒಂದು ಯೋಜನೆಯಾಗಿದೆ.

ಪರಿಣಿತ ಮಾರುಕಟ್ಟೆ ಕಣ್ಣು

ಕಂಪನಿಯಲ್ಲಿ ಅಡಗಿರುವ ಹೆಚ್ಚಿನ ಸಂಭಾವ್ಯ ಷೇರುಗಳನ್ನು ಗುರುತಿಸಲು ಕಂಪನಿಯು ತೀಕ್ಷ್ಣವಾದ ಕಣ್ಣನ್ನು ಹೊಂದಿದೆಮಾರುಕಟ್ಟೆ. ಕಡಿಮೆ ಚಂಚಲತೆಯೊಂದಿಗೆ ನಿಧಿಗಳನ್ನು ಕಂಡುಹಿಡಿಯುವಲ್ಲಿ ಇದು ಪರಿಣಿತವಾಗಿದೆ.

ಅಪಾಯ ನಿರ್ವಹಣೆ

ಫ್ರಾಂಕ್ಲಿನ್ ಟೆಂಪಲ್ಟನ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಅಪಾಯವನ್ನು ಕಡಿಮೆ ಮಾಡುವ ಗುರಿಯನ್ನು ಹೊಂದಿದೆಅಂಶ ರಿಯಾಯಿತಿ ಕಡಿಮೆ ಮೌಲ್ಯದ ಷೇರುಗಳನ್ನು ಹುಡುಕುವ ಮೂಲಕ.

ಅತ್ಯುತ್ತಮ ಫ್ರಾಂಕ್ಲಿನ್ ಟೆಂಪಲ್ಟನ್ ಸಮತೋಲಿತ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳು

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)Sub Cat.
Franklin India Equity Hybrid Fund Growth ₹260.547
↑ 2.82
₹2,014-1.66.524.713.916.322.5 Hybrid Equity
Franklin India Debt Hybrid Fund Growth ₹86.3541
↑ 0.37
₹2220.64.713.38.28.211.4 Hybrid Debt
Franklin India Multi - Asset Solution Fund Growth ₹18.8429
↑ 0.05
₹590.74.416.49.57.514.9 Dynamic Allocation
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Nov 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 (22 Nov 24) ₹260.547 ↑ 2.82   (1.10 %)
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.

DateValue
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

Franklin India Equity Hybrid Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual 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 22 Nov 24

DurationReturns
1 Month -0.9%
3 Month -1.6%
6 Month 6.5%
1 Year 24.7%
3 Year 13.9%
5 Year 16.3%
10 Year
15 Year
Since launch 14%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Ajay Argal4 Oct 240.08 Yr.
Anuj Tagra7 Mar 240.65 Yr.
Chandni Gupta7 Mar 240.65 Yr.
Sandeep Manam18 Oct 213.04 Yr.
Rajasa Kakulavarapu6 Sep 213.16 Yr.

Data below for Franklin India Equity Hybrid Fund as on 31 Oct 24

Asset Allocation
Asset ClassValue
Cash2.21%
Equity67.91%
Debt29.88%
Equity Sector Allocation
SectorValue
Financial Services20.09%
Consumer Cyclical10.42%
Industrials8.29%
Technology6.44%
Health Care4.54%
Communication Services4.24%
Basic Materials3.31%
Energy3.19%
Consumer Defensive3.18%
Utility2.89%
Real Estate0.67%
Debt Sector Allocation
SectorValue
Corporate22.97%
Government6.91%
Cash Equivalent2.21%
Credit Quality
RatingValue
AA13.64%
AAA86.36%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK
6%₹130 Cr750,000
↑ 40,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
5%₹101 Cr794,000
National Bank For Agriculture And Rural Development
Debentures | -
4%₹76 Cr7,500
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
3%₹70 Cr370,600
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT
3%₹69 Cr187,000
↑ 13,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 05 | BHARTIARTL
3%₹60 Cr353,000
Bajaj Finance Limited
Debentures | -
3%₹53 Cr5,000
ICICI Home Finance Company Limited
Debentures | -
3%₹52 Cr5,000
LIC Housing Finance Ltd. 7.835%
Debentures | -
3%₹52 Cr5,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
2%₹50 Cr403,000

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 (22 Nov 24) ₹86.3541 ↑ 0.37   (0.43 %)
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.

DateValue
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

Franklin India Debt Hybrid Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual 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 22 Nov 24

DurationReturns
1 Month 0%
3 Month 0.6%
6 Month 4.7%
1 Year 13.3%
3 Year 8.2%
5 Year 8.2%
10 Year
15 Year
Since launch 9.3%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Rahul Goswami10 Nov 230.98 Yr.
Pallab Roy7 Mar 240.65 Yr.
Venkatesh Sanjeevi4 Oct 240.08 Yr.
Rohan Maru10 Oct 240.06 Yr.
Sandeep Manam18 Oct 213.04 Yr.
Rajasa Kakulavarapu6 Sep 213.16 Yr.

Data below for Franklin India Debt Hybrid Fund as on 31 Oct 24

Asset Allocation
Asset ClassValue
Cash11.36%
Equity23.42%
Debt64.91%
Other0.31%
Equity Sector Allocation
SectorValue
Financial Services6.78%
Consumer Cyclical3.4%
Industrials2.91%
Technology2.26%
Communication Services1.53%
Health Care1.48%
Consumer Defensive1.22%
Basic Materials1.21%
Energy1.08%
Utility1.06%
Real Estate0.26%
Debt Sector Allocation
SectorValue
Corporate46.14%
Government18.77%
Cash Equivalent11.36%
Credit Quality
RatingValue
AA10.58%
AAA89.42%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Small Industries Development Bank Of India
Debentures | -
10%₹21 Cr2,000
Bajaj Finance Limited
Debentures | -
7%₹16 Cr1,500
Power Finance Corporation Ltd.
Debentures | -
7%₹15 Cr1,500
National Bank For Agriculture And Rural Development
Debentures | -
7%₹15 Cr1,500
Rural Electrification Corporation Limited
Debentures | -
5%₹11 Cr2,000
Bharti Telecom Limited
Debentures | -
5%₹11 Cr100
Mahindra Rural Housing Finance Limited
Debentures | -
5%₹11 Cr1,000
Bajaj Housing Finance Limited
Debentures | -
5%₹10 Cr100
07.06 Goi 2028
Sovereign Bonds | -
5%₹10 Cr1,000,000
Cholamandalam Investment And Finance Company Limited
Debentures | -
2%₹5 Cr500

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 6.6% 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 (21 Nov 24) ₹18.8429 ↑ 0.05   (0.26 %)
Net Assets (Cr) ₹59 on 31 Oct 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 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.

DateValue
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

Franklin India Multi - Asset Solution Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual 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 22 Nov 24

DurationReturns
1 Month -1.6%
3 Month 0.7%
6 Month 4.4%
1 Year 16.4%
3 Year 9.5%
5 Year 7.5%
10 Year
15 Year
Since launch 6.6%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Venkatesh Sanjeevi4 Oct 240.08 Yr.
Rajasa Kakulavarapu7 Feb 222.73 Yr.

Data below for Franklin India Multi - Asset Solution Fund as on 31 Oct 24

Asset Allocation
Asset ClassValue
Cash10.15%
Equity35.85%
Debt39.16%
Other14.83%
Equity Sector Allocation
SectorValue
Financial Services11.98%
Consumer Cyclical6.2%
Technology4.04%
Health Care3.12%
Industrials2.65%
Consumer Defensive2.44%
Basic Materials2.04%
Energy1.42%
Utility1.22%
Real Estate0.74%
Debt Sector Allocation
SectorValue
Corporate24.18%
Government16.04%
Cash Equivalent9.09%
Securitized0.01%
Credit Quality
RatingValue
AA14.46%
AAA85.54%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin India Bluechip Dir Gr
Investment Fund | -
37%₹22 Cr188,216
↓ -52,630
SBI Short Term Debt Dir Gr
Investment Fund | -
22%₹13 Cr3,976,551
↑ 660,671
ICICI Pru Short Term Dir Gr
Investment Fund | -
22%₹13 Cr2,070,309
↑ 343,673
Nippon India ETF Gold BeES
- | -
15%₹9 Cr1,375,991
↑ 367,500
Franklin India S/T Income Dir Gr
Investment Fund | -
0%₹0 Cr49
Franklin India Liquid Sup Inst Dir Gr
Investment Fund | -
0%₹0 Cr14
Franklin India S/T Inc Sgtd Ptf3DirRetGr
Investment Fund | -
0%₹0 Cr23,974
Call, Cash & Other Assets
CBLO | -
4%₹3 Cr

ಫ್ರಾಂಕ್ಲಿನ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಆನ್‌ಲೈನ್‌ನಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವುದು ಹೇಗೆ?

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