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ਫਰੈਂਕਲਿਨ ਟੈਂਪਲਟਨ ਮਿਉਚੁਅਲ ਫੰਡ 2022 ਦੁਆਰਾ 3 ਸਭ ਤੋਂ ਵਧੀਆ ਸੰਤੁਲਿਤ ਫੰਡ

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ਫਰੈਂਕਲਿਨ ਟੈਂਪਲਟਨ ਮਿਉਚੁਅਲ ਫੰਡ 2022 ਦੁਆਰਾ 3 ਸਭ ਤੋਂ ਵਧੀਆ ਸੰਤੁਲਿਤ ਫੰਡ

Updated on December 16, 2024 , 3211 views

ਫਰੈਂਕਲਿਨ ਇੰਡੀਆਸੰਤੁਲਿਤ ਫੰਡ ਦੋਵਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਦਾ ਹੈਇਕੁਇਟੀ ਅਤੇ ਕਰਜ਼ੇ ਦੇ ਸਾਧਨ। ਲਗਭਗ 65% ਪੋਰਟਫੋਲੀਓ ਵਿੱਚ ਇਕੁਇਟੀ ਸ਼ਾਮਲ ਹੁੰਦੀ ਹੈ ਅਤੇ ਸੰਤੁਲਿਤ ਨਿਸ਼ਚਿਤ ਵਿੱਚ ਨਿਵੇਸ਼ ਕੀਤਾ ਜਾਂਦਾ ਹੈਆਮਦਨ ਪ੍ਰਤੀਭੂਤੀਆਂ ਇਹ ਨਿਵੇਸ਼ਕਾਂ ਨੂੰ ਵਿਕਾਸ ਅਤੇ ਸਥਿਰਤਾ ਵਿਚਕਾਰ ਸੰਤੁਲਨ ਬਣਾਉਣ ਦਾ ਮੌਕਾ ਦਿੰਦਾ ਹੈ।

ਫੰਡ ਹਾਊਸ ਲੰਬੇ ਸਮੇਂ ਦੇ ਵਿਕਾਸ ਨੂੰ ਪ੍ਰਾਪਤ ਕਰਨ ਲਈ ਇਕੁਇਟੀਜ਼ ਦਾ ਵਿਭਿੰਨ ਪੋਰਟਫੋਲੀਓ ਰੱਖਦਾ ਹੈਪੈਸੇ ਦੀ ਮਾਰਕੀਟ ਇਕੁਇਟੀਜ਼ ਵਿੱਚ ਅਸਥਿਰਤਾ ਲਈ ਇੱਕ ਗੱਦੀ ਵਜੋਂ ਕੰਮ ਕਰਨ ਲਈ ਸਾਧਨ। ਇਸ ਤਰ੍ਹਾਂ, ਨਿਵੇਸ਼ਕ ਜੋ ਆਪਣੇ ਪੋਰਟਫੋਲੀਓ ਵਿੱਚ ਸੰਤੁਲਿਤ ਫੰਡ ਸ਼ਾਮਲ ਕਰਨਾ ਚਾਹੁੰਦੇ ਹਨ, ਦੁਆਰਾ ਪੇਸ਼ ਕੀਤੀਆਂ ਗਈਆਂ ਸਕੀਮਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰ ਸਕਦੇ ਹਨਫਰੈਂਕਲਿਨ ਟੈਂਪਲਟਨ ਮਿਉਚੁਅਲ ਫੰਡ.

ਤੁਸੀਂ ਫਰੈਂਕਲਿਨ ਟੈਂਪਲਟਨ ਦੁਆਰਾ ਹੇਠਾਂ-ਸੂਚੀਬੱਧ ਚੋਟੀ ਦੇ 3 ਸਭ ਤੋਂ ਵਧੀਆ ਸੰਤੁਲਿਤ ਫੰਡਾਂ ਵਿੱਚੋਂ ਸਕੀਮਾਂ ਦੀ ਚੋਣ ਕਰ ਸਕਦੇ ਹੋਮਿਉਚੁਅਲ ਫੰਡ. ਇਹਨਾਂ ਫੰਡਾਂ ਨੂੰ ਕੁਝ ਮਹੱਤਵਪੂਰਨ ਮਾਪਦੰਡ ਜਿਵੇਂ ਕਿ ਏ.ਯੂ.ਐਮ., ਦੁਆਰਾ ਸ਼ਾਰਟਲਿਸਟ ਕੀਤਾ ਗਿਆ ਹੈਨਹੀ ਹਨ, ਪਿਛਲੇ ਪ੍ਰਦਰਸ਼ਨ, ਆਦਿ

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Franklin

ਫਰੈਂਕਲਿਨ ਮਿਉਚੁਅਲ ਫੰਡ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਿਉਂ ਕਰੋ?

ਭਰੋਸਾ

ਫਰੈਂਕਲਿਨ ਟੈਂਪਲਟਨ ਮਿਉਚੁਅਲ ਫੰਡ ਦਾ ਦੋ ਦਹਾਕਿਆਂ ਤੋਂ ਵੱਧ ਦਾ ਚਮਕਦਾਰ ਇਤਿਹਾਸ ਹੈ। ਸਾਲਾਂ ਦੌਰਾਨ, ਇਸ ਨੇ ਹਮੇਸ਼ਾ ਨਿਵੇਸ਼ਕਾਂ ਦੇ ਸਰਵੋਤਮ ਹਿੱਤਾਂ ਦਾ ਧਿਆਨ ਰੱਖਿਆ ਹੈ।

ਟੈਕਸ ਲਾਭ

ਕੰਪਨੀ ਦੀਆਂ ਸਕੀਮਾਂ ਘੱਟ ਕਰਨ ਦਾ ਵਿਕਲਪ ਪੇਸ਼ ਕਰਦੀਆਂ ਹਨਕਰਯੋਗ ਆਮਦਨ ਇਸ ਤਰ੍ਹਾਂ, ਟੈਕਸ ਦੀ ਬਚਤ। ਫਰੈਂਕਲਿਨ ਇੰਡੀਆਟੈਕਸ ਸ਼ੀਲਡ ਇੱਕ ਅਜਿਹੀ ਸਕੀਮ ਹੈ।

ਮਾਹਰ ਮਾਰਕੀਟ ਆਈ

ਕੰਪਨੀ ਦੀ ਉੱਚ ਸੰਭਾਵੀ ਸ਼ੇਅਰਾਂ ਨੂੰ ਲੱਭਣ ਲਈ ਡੂੰਘੀ ਨਜ਼ਰ ਹੈ ਜੋ ਕਿ ਵਿੱਚ ਲੁਕੇ ਹੋਏ ਹਨਬਜ਼ਾਰ. ਇਹ ਘੱਟ ਅਸਥਿਰਤਾ ਵਾਲੇ ਫੰਡ ਲੱਭਣ ਵਿੱਚ ਵੀ ਮਾਹਰ ਹੈ।

ਖਤਰੇ ਨੂੰ ਪ੍ਰਬੰਧਨ

ਫਰੈਂਕਲਿਨ ਟੈਂਪਲਟਨ ਮਿਉਚੁਅਲ ਫੰਡ ਦਾ ਉਦੇਸ਼ ਜੋਖਮ ਨੂੰ ਘਟਾਉਣਾ ਹੈਕਾਰਕ ਛੂਟ ਵਾਲੇ ਘੱਟ ਮੁੱਲ ਵਾਲੇ ਸਟਾਕਾਂ ਦੀ ਮੰਗ ਕਰਕੇ।

ਬੈਸਟ ਫ੍ਰੈਂਕਲਿਨ ਟੈਂਪਲਟਨ ਬੈਲੇਂਸਡ ਮਿਉਚੁਅਲ ਫੰਡ

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)Sub Cat.
Franklin India Equity Hybrid Fund Growth ₹267.111
↓ -1.07
₹2,014-0.75.820.315.416.622.5 Hybrid Equity
Franklin India Debt Hybrid Fund Growth ₹87.3588
↓ -0.12
₹2220.84.511.68.88.411.4 Hybrid Debt
Franklin India Multi - Asset Solution Fund Growth ₹19.0692
↓ -0.09
₹59-0.24.313.810.57.914.9 Dynamic Allocation
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 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 (18 Dec 24) ₹267.111 ↓ -1.07   (-0.40 %)
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
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

   
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 18 Dec 24

DurationReturns
1 Month 3.8%
3 Month -0.7%
6 Month 5.8%
1 Year 20.3%
3 Year 15.4%
5 Year 16.6%
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 240.16 Yr.
Anuj Tagra7 Mar 240.74 Yr.
Chandni Gupta7 Mar 240.74 Yr.
Sandeep Manam18 Oct 213.12 Yr.
Rajasa Kakulavarapu6 Sep 213.24 Yr.

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

Asset Allocation
Asset ClassValue
Cash1.83%
Equity68.16%
Debt30.01%
Equity Sector Allocation
SectorValue
Financial Services21%
Consumer Cyclical10.06%
Industrials8.31%
Technology6.38%
Health Care4.55%
Communication Services4.09%
Basic Materials3.53%
Consumer Defensive3.47%
Energy2.94%
Utility2.63%
Real Estate0.61%
Debt Sector Allocation
SectorValue
Corporate26.22%
Government3.79%
Cash Equivalent1.83%
Credit Quality
RatingValue
AA22.38%
AAA77.62%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK
7%₹135 Cr775,000
↑ 25,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
5%₹103 Cr794,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT
3%₹68 Cr187,000
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
3%₹65 Cr370,600
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 05 | BHARTIARTL
3%₹57 Cr353,000
Bajaj Finance Limited
Debentures | -
3%₹53 Cr5,000
ICICI Home Finance Company Limited
Debentures | -
3%₹53 Cr5,000
LIC Housing Finance Limited
Debentures | -
3%₹52 Cr5,000
National Bank For Agriculture And Rural Development
Debentures | -
3%₹51 Cr5,000
↓ -2,500
Mankind Pharma Ltd
Debentures | -
3%₹50 Cr5,000
↑ 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 9.4% 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 (18 Dec 24) ₹87.3588 ↓ -0.12   (-0.14 %)
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
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

   
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 18 Dec 24

DurationReturns
1 Month 1.7%
3 Month 0.8%
6 Month 4.5%
1 Year 11.6%
3 Year 8.8%
5 Year 8.4%
10 Year
15 Year
Since launch 9.4%
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 231.06 Yr.
Pallab Roy7 Mar 240.74 Yr.
Venkatesh Sanjeevi4 Oct 240.16 Yr.
Rohan Maru10 Oct 240.14 Yr.
Sandeep Manam18 Oct 213.12 Yr.
Rajasa Kakulavarapu6 Sep 213.24 Yr.

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

Asset Allocation
Asset ClassValue
Cash9.39%
Equity21.27%
Debt69.06%
Other0.28%
Equity Sector Allocation
SectorValue
Financial Services6.19%
Consumer Cyclical3.11%
Industrials2.56%
Technology2.15%
Health Care1.3%
Communication Services1.29%
Basic Materials1.27%
Consumer Defensive1.15%
Energy0.97%
Utility0.89%
Real Estate0.19%
Debt Sector Allocation
SectorValue
Corporate47.21%
Government21.85%
Cash Equivalent9.39%
Credit Quality
RatingValue
AA16.22%
AAA83.78%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Small Industries Development Bank Of India
Debentures | -
9%₹21 Cr2,000
Bajaj Finance Limited
Debentures | -
7%₹16 Cr1,500
7.04% Govt Stock 2029
Sovereign Bonds | -
7%₹16 Cr1,500,000
↑ 1,000,000
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 | -
4%₹10 Cr100
7.06% Govt Stock 2028
Sovereign Bonds | -
4%₹10 Cr1,000,000

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 6.6% 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 (17 Dec 24) ₹19.0692 ↓ -0.09   (-0.45 %)
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
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

   
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 18 Dec 24

DurationReturns
1 Month 2.2%
3 Month -0.2%
6 Month 4.3%
1 Year 13.8%
3 Year 10.5%
5 Year 7.9%
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 240.16 Yr.
Rajasa Kakulavarapu7 Feb 222.82 Yr.

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

Asset Allocation
Asset ClassValue
Cash10.1%
Equity36.94%
Debt41.74%
Other11.22%
Equity Sector Allocation
SectorValue
Financial Services12.03%
Consumer Cyclical6.29%
Technology4.73%
Health Care3.46%
Industrials2.21%
Basic Materials2.05%
Consumer Defensive1.99%
Energy1.94%
Utility1.49%
Real Estate0.74%
Debt Sector Allocation
SectorValue
Corporate25.04%
Government16.7%
Cash Equivalent10.1%
Credit Quality
RatingValue
AA13.98%
AAA86.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin India Bluechip Dir Gr
Investment Fund | -
38%₹23 Cr207,982
↑ 19,766
ICICI Pru Short Term Dir Gr
Investment Fund | -
23%₹14 Cr2,232,979
↑ 162,670
SBI Short Term Debt Dir Gr
Investment Fund | -
23%₹14 Cr4,289,154
↑ 312,603
Nippon India ETF Gold BeES
- | -
11%₹7 Cr997,991
↓ -378,000
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%₹2 Cr

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