فرینکلن ٹیمپلٹن میوچل فنڈ 2022 کے 3 بہترین بیلنسڈ فنڈز

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فرینکلن میوچل فنڈ میں کیوں سرمایہ کاری کریں؟
بہترین فرینکلن ٹیمپلٹن بیلنسڈ میوچل فنڈز
فرینکلن میوچل فنڈ میں آن لائن سرمایہ کاری کیسے کی جائے؟
Top 3 Funds

فرینکلن ٹیمپلٹن میوچل فنڈ 2022 کے 3 بہترین بیلنسڈ فنڈز

Updated on April 18, 2025 , 3346 views

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	₹259.403 ↑ 2.38	₹2,055	0.7	-2.6	9.4	13.9	19.8	17.7	Hybrid Equity
Franklin India Debt Hybrid Fund Growth	₹88.6454 ↑ 0.22	₹198	2.4	2.2	9.4	9.2	9.7	10.7	Hybrid Debt
Franklin India Multi - Asset Solution Fund Growth	₹20.3093 ↑ 0.17	₹64	7	6.2	13.8	11.6	9.7	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 Apr 25

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 13.7% since its launch. Ranked 16 in Hybrid Equity category. Return for 2024 was 17.7% , 2023 was 22.5% and 2022 was 4.7% .

Below is the key information for Franklin India Equity Hybrid Fund

Franklin India Equity Hybrid Fund Growth
Launch Date	10 Dec 99
NAV (17 Apr 25)	₹259.403 ↑ 2.38 (0.93 %)
Net Assets (Cr)	₹2,055 on 31 Mar 25
Category	Hybrid - Hybrid Equity
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.15
Sharpe Ratio	0.2
Information Ratio	0.98
Alpha Ratio	1.23
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

Franklin India Equity Hybrid Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520 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 17 Apr 25

Duration	Returns
1 Month	5.3%
3 Month	0.7%
6 Month	-2.6%
1 Year	9.4%
3 Year	13.9%
5 Year	19.8%
10 Year
15 Year
Since launch	13.7%

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 31 Mar 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 \| HDFCBANK	7%	₹143 Cr	827,500 ↑ 27,500
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| ICICIBANK	6%	₹108 Cr	900,000 ↑ 66,000
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Dec 19 \| LT	3%	₹66 Cr	210,000 ↑ 12,000
Infosys Ltd (Technology) Equity, Since 29 Feb 12 \| INFY	3%	₹66 Cr	392,900 ↑ 8,600
Axis Bank Ltd (Financial Services) Equity, Since 30 Jun 14 \| 532215	3%	₹56 Cr	550,000 ↑ 50,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 05 \| BHARTIARTL	3%	₹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

(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 2024 was 10.7% , 2023 was 11.4% and 2022 was 4% .

Below is the key information for Franklin India Debt Hybrid Fund

Franklin India Debt Hybrid Fund Growth
Launch Date	28 Sep 00
NAV (17 Apr 25)	₹88.6454 ↑ 0.22 (0.25 %)
Net Assets (Cr)	₹198 on 31 Mar 25
Category	Hybrid - Hybrid Debt
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderate
Expense Ratio	1.39
Sharpe Ratio	0.34
Information Ratio	0.51
Alpha Ratio	-0.37
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

Franklin India Debt Hybrid Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859 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 17 Apr 25

Duration	Returns
1 Month	3.3%
3 Month	2.4%
6 Month	2.2%
1 Year	9.4%
3 Year	9.2%
5 Year	9.7%
10 Year
15 Year
Since launch	9.3%

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 31 Mar 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

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 7.1% since its launch. Return for 2024 was 11.7% , 2023 was 14.9% and 2022 was 3.9% .

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 Apr 25)	₹20.3093 ↑ 0.17 (0.83 %)
Net Assets (Cr)	₹64 on 31 Mar 25
Category	Hybrid - Dynamic Allocation
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	Not Rated
Risk	Moderately High
Expense Ratio	1.3
Sharpe Ratio	0.98
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

Franklin India Multi - Asset Solution Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859 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 17 Apr 25

Duration	Returns
1 Month	5.1%
3 Month	7%
6 Month	6.2%
1 Year	13.8%
3 Year	11.6%
5 Year	9.7%
10 Year
15 Year
Since launch	7.1%

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 31 Mar 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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