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فرینکلن ٹیمپلٹن میوچل فنڈ 2022 کے 3 بہترین بیلنسڈ فنڈز
فرینکلن انڈیامتوازن فنڈ دونوں میں سرمایہ کاری کرتا ہے۔ایکوئٹیز اور قرض کے آلات۔ تقریباً 65% پورٹ فولیو ایکوئٹیز پر مشتمل ہے اور متوازن سرمایہ کاری فکسڈ میں ہوتی ہے۔آمدنی سیکورٹیز یہ سرمایہ کاروں کو ترقی اور استحکام کے درمیان توازن پیدا کرنے کا موقع فراہم کرتا ہے۔
فنڈ ہاؤس طویل مدتی نمو حاصل کرنے کے لیے ایکوئٹی کے متنوع پورٹ فولیو کو برقرار رکھتا ہے۔کرنسی مارکیٹ ایکویٹیز میں اتار چڑھاؤ کے لیے کشن کے طور پر کام کرنے کا آلہ۔ اس طرح، وہ سرمایہ کار جو اپنے پورٹ فولیو میں متوازن فنڈز شامل کرنا چاہتے ہیں، کی طرف سے پیش کردہ اسکیموں میں سرمایہ کاری کر سکتے ہیں۔فرینکلن ٹیمپلٹن میوچل فنڈ.
آپ فرینکلن ٹیمپلٹن کے نیچے دیے گئے ٹاپ 3 بہترین بیلنسڈ فنڈز میں سے اسکیمیں منتخب کرسکتے ہیں۔مشترکہ فنڈ. ان فنڈز کو AUM جیسے کچھ اہم معیاروں کو پورا کرتے ہوئے شارٹ لسٹ کیا گیا ہے۔نہیں ہیں، ماضی کی کارکردگی، وغیرہ
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فرینکلن میوچل فنڈ میں کیوں سرمایہ کاری کریں؟
یقین دہانی
فرینکلن ٹیمپلٹن میوچل فنڈ کی دو دہائیوں سے زیادہ کی روشن تاریخ ہے۔ سالوں کے دوران، اس نے ہمیشہ سرمایہ کاروں کے بہترین مفادات کا خیال رکھا ہے۔
ٹیکس فوائد
کمپنی کی اسکیمیں کم کرنے کا آپشن پیش کرتی ہیں۔قابل ٹیکس آمدنی اس طرح، ٹیکس کی بچت. فرینکلن انڈیاٹیکس شیلڈ ایسی ہی ایک اسکیم ہے۔
ایکسپرٹ مارکیٹ آئی
کمپنی کی اعلی ممکنہ حصص کو تلاش کرنے پر گہری نظر ہے جو میں چھپے ہوئے ہیں۔مارکیٹ. یہ کم اتار چڑھاؤ کے ساتھ فنڈز تلاش کرنے میں بھی ماہر ہے۔
رسک مینجمنٹ
فرینکلن ٹیمپلٹن میوچل فنڈ کا مقصد خطرے کو کم کرنا ہے۔عنصر رعایتی کم قیمت والے اسٹاک تلاش کرکے۔
بہترین فرینکلن ٹیمپلٹن بیلنسڈ میوچل فنڈز
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Sub Cat. Franklin India Equity Hybrid Fund Growth ₹253.287
↓ -2.28 ₹1,945 -4.6 -6.3 6.8 13.2 21.5 17.7 Hybrid Equity Franklin India Debt Hybrid Fund Growth ₹87.1658
↓ -0.27 ₹195 -0.1 0.1 7.6 8.5 9.8 10.7 Hybrid Debt Franklin India Multi - Asset Solution Fund Growth ₹19.6832
↑ 0.00 ₹62 4.1 2 12.4 10.9 10.3 11.7 Dynamic Allocation Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Apr 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 13.6% 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 (01 Apr 25) ₹253.287 ↓ -2.28 (-0.89 %) 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 31 Mar 20 ₹10,000 31 Mar 21 ₹15,570 31 Mar 22 ₹17,666 31 Mar 23 ₹18,361 31 Mar 24 ₹24,080 31 Mar 25 ₹26,160 Returns for Franklin India Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 25 Duration Returns 1 Month 3.8% 3 Month -4.6% 6 Month -6.3% 1 Year 6.8% 3 Year 13.2% 5 Year 21.5% 10 Year 15 Year Since launch 13.6% 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 1.74% Equity 67.24% Debt 31.02% Equity Sector Allocation
Sector Value Financial Services 21.82% Consumer Cyclical 10.01% Industrials 6.84% Technology 6.71% Communication Services 4.24% Health Care 4.13% Consumer Defensive 3.24% Basic Materials 3.16% Energy 2.98% Utility 2.87% Real Estate 0.64% Debt Sector Allocation
Sector Value Corporate 29.81% Government 2.4% Cash Equivalent 0.54% Credit Quality
Rating Value AA 33.78% AAA 66.22% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK7% ₹143 Cr 827,500
↑ 27,500 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK6% ₹108 Cr 900,000
↑ 66,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT3% ₹66 Cr 210,000
↑ 12,000 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY3% ₹66 Cr 392,900
↑ 8,600 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 5322153% ₹56 Cr 550,000
↑ 50,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 05 | BHARTIARTL3% ₹55 Cr 353,000 ICICI Home Finance Company Limited
Debentures | -3% ₹54 Cr 5,000 Bharti Telecom Limited 8.65%
Debentures | -3% ₹52 Cr 5,000 Mankind Pharma Ltd
Debentures | -3% ₹52 Cr 5,000 Bajaj Finance Limited
Debentures | -3% ₹51 Cr 5,000 2. Franklin India Debt Hybrid Fund
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% . Franklin India Debt Hybrid Fund
Growth Launch Date 28 Sep 00 NAV (01 Apr 25) ₹87.1658 ↓ -0.27 (-0.30 %) 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 31 Mar 20 ₹10,000 31 Mar 21 ₹11,681 31 Mar 22 ₹12,367 31 Mar 23 ₹12,883 31 Mar 24 ₹14,693 31 Mar 25 ₹15,915 Returns for Franklin India Debt Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 25 Duration Returns 1 Month 2.1% 3 Month -0.1% 6 Month 0.1% 1 Year 7.6% 3 Year 8.5% 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 1.39 Yr. Pallab Roy 7 Mar 24 1.07 Yr. Venkatesh Sanjeevi 4 Oct 24 0.49 Yr. Rohan Maru 10 Oct 24 0.47 Yr. Sandeep Manam 18 Oct 21 3.45 Yr. Rajasa Kakulavarapu 6 Sep 21 3.57 Yr. Data below for Franklin India Debt Hybrid Fund as on 28 Feb 25
Asset Allocation
Asset Class Value Cash 6.5% Equity 23.35% Debt 69.79% Other 0.36% Equity Sector Allocation
Sector Value Financial Services 7.62% Consumer Cyclical 3.43% Industrials 2.26% Technology 2.25% Health Care 1.5% Communication Services 1.4% Utility 1.19% Consumer Defensive 1.18% Basic Materials 1.17% Energy 0.91% Real Estate 0.2% Debt Sector Allocation
Sector Value Corporate 48.57% Government 21.22% Cash Equivalent 6.5% Credit Quality
Rating Value AA 13.05% AAA 86.95% Top Securities Holdings / Portfolio
Name Holding Value Quantity 6.79% Government Of India (07/10/2034)
Sovereign Bonds | -21% ₹41 Cr 4,000,000
↑ 1,500,000 Small Industries Development Bank Of India
Debentures | -11% ₹22 Cr 2,000 Bajaj Finance Limited
Debentures | -8% ₹15 Cr 1,500 Rural Electrification Corporation Limited
Debentures | -6% ₹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
CAGR/Annualized return of 6.8% 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 (31 Mar 25) ₹19.6832 ↑ 0.00 (0.01 %) Net Assets (Cr) ₹62 on 28 Feb 25 Category Hybrid - Dynamic Allocation AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating 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 31 Mar 20 ₹10,000 31 Mar 21 ₹9,740 31 Mar 22 ₹11,990 31 Mar 23 ₹12,374 31 Mar 24 ₹14,533 31 Mar 25 ₹16,334 Returns for Franklin India Multi - Asset Solution Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 25 Duration Returns 1 Month 3.2% 3 Month 4.1% 6 Month 2% 1 Year 12.4% 3 Year 10.9% 5 Year 10.3% 10 Year 15 Year Since launch 6.8% 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 0.49 Yr. Rajasa Kakulavarapu 7 Feb 22 3.15 Yr. Data below for Franklin India Multi - Asset Solution Fund as on 28 Feb 25
Asset Allocation
Asset Class Value Cash 6.61% Equity 23.82% Debt 43.09% Other 26.47% Equity Sector Allocation
Sector Value Financial Services 8.38% Consumer Cyclical 3.45% Technology 3.34% Industrials 2.28% Consumer Defensive 1.65% Health Care 1.56% Energy 1.37% Basic Materials 0.75% Utility 0.69% Real Estate 0.35% Debt Sector Allocation
Sector Value Corporate 25.43% Government 17.67% Cash Equivalent 6.61% Credit Quality
Rating Value AA 15.73% AAA 84.27% Top Securities Holdings / Portfolio
Name Holding Value Quantity Nippon India ETF Gold BeES
- | -27% ₹16 Cr 2,318,066
↓ -160,000 Franklin India Bluechip Dir Gr
Investment Fund | -25% ₹15 Cr 153,283
↑ 9,445 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 | -3% ₹2 Cr
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