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When you invest for three years or above, you can expect gains that beat the inflation rate and are also higher than fixed income options. But be prepared for ups and downs in your investment value along the way.
Balanced hybrid funds invest roughly half of your money in equity shares and the rest in bonds and commodities. Their returns are lower than pure equity funds which invest all your money in shares, but they also fall less when the stock markets decline. This makes them suitable for conservative equity investors or first-time equity investors who are not used to its sharp ups and downs.
Like all equity-linked investments, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other balanced hybrid fund, if you need to redeem your investment in less than three years.
Taxability of earnings:
|YTD||1 Month||3 Months||1 Years||3 Years||5 Years||10 Years|
|VR Balanced TRI||11.73||1.73||7.83||12.51||13.53||8.99||9.75|
|Hybrid: Balanced Hybrid||5.96||0.94||5.13||6.66||7.08||6.91||8.70|
|Rank within category||7||1||5||7||4||4||4|
|Number of funds in category||10||10||10||10||10||8||8|
As on 13-Dec-2019
|Best (Period)||Worst (Period)|
|Month||17.37 (11-May-2009 - 10-Jun-2009)||-18.24 (24-Sep-2008 - 24-Oct-2008)|
|Quarter||40.23 (09-Mar-2009 - 10-Jun-2009)||-21.23 (02-Sep-2008 - 02-Dec-2008)|
|Year||61.74 (09-Mar-2009 - 11-Mar-2010)||-30.10 (03-Dec-2007 - 02-Dec-2008)|
|VR Balanced TRI||13.17||10.29||0.72||1.14||--||--|
|Hybrid: Balanced Hybrid||7.03||7.54||0.17||0.26||0.64||-3.46|
|Rank within category||4||6||4||4||6||4|
|Number of funds in category||10||10||10||10||10||10|
The Risk Measures have been calculated using calendar month returns for the last three years.
As on 30-Nov-2019
|The underlying data is unavailable.|
|Company||Instrument||Credit Rating||1Y Range||% Assets|
|Franklin India Bluechip Direct Fund-Gr||Mutual Fund||34.35 - 35.64||35.43|
|Franklin India Dynamic Accrual Direct Plan-Gr||Mutual Fund||24.24 - 25.44||24.84|
|Franklin India Corporate Debt Direct-G||Mutual Fund||19.48 - 20.46||19.89|
|Franklin India Prima Fund - Di||Mutual Fund||9.84 - 10.27||9.97|
|Templeton India Value Direct-G||Mutual Fund||9.76 - 10.32||9.86|
Indicates an increase or decrease or no change in holding since last portfolio
Indicates a new holding since last portfolio
As on 30-Nov-2019
Education: Mr. Parampreet is PGDM from IIM Calcutta and B.Tech from IIT Kharagpur.
Experience: Prior to joining Franklin Templeton Mutual Fund he has worked with Edelweiss AMC, Edelweiss Securities Ltd., SDG India Pvt. Ltd., ICICI Bank and with BG India Pvt. Ltd.
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The scheme seeks to generate superior risk adjusted returns to investors in line with their chosen asset allocation.
|Minimum Investment (₹)||5,000|
|Minimum Addl Investment (₹)||1,000|
|Minimum SIP Investment (₹)||500|
|Minimum No of Cheques||12|
|Minimum Withdrawal (₹)||1,000|
|Minimum Balance (₹)||1,000|
|Exit Load||0.75% for redemption within 365 days|
|Fund House:||Franklin Templeton Mutual Fund|
|Benchmark:||CRISIL Composite Bond (45), S&P BSE Sensex TRI (45), NIFTY 500 TRI (10)|
|Assets:||₹ 6 Cr (As on 30-Nov-2019)|
|Expense:||1.29% (As on 30-Nov-2019)|
|Plan||Record Date||Dividend (₹ / Unit)|
Fund News - 01-Mar-2018
Fund News - 24-Oct-2016
Fund News - 27-Oct-2014
House Voice - 27-Nov-2012
Fund News - 17-Oct-2011
AMC: Franklin Templeton Asset Management India Private Ltd
Address: Indiabulls Finance Center, Tower 2, 12th and 13th Floor, Senapati Bapat Marg, Elphinstone Road (West) Mumbai - 400013
Phone: 1800-425-4255 / 60004255
Email: [email protected]
Registrar & Transfer Agent: Franklin Templeton Asset Management (India) Pvt. Ltd.
Address: Unit 301, III Floor, Campus 4B, RMZ Millenia Business Park, 143 Dr. MGR Road, Kandanchavadi Chennai - 600096