One of India’s leading asset management companies, Franklin Templeton, started its operations in 1996. Initially, the company name was Templeton Asset Management India Pvt. Ltd. As of 31st March 2021, the company’s total under asset management stood at Rs.82552.87 crore.
The company has 40+ mutual funds schemes, including the best Franklin Templeton hybrid mutual funds.
Hybrid funds or balanced funds are unique in their working principle. As their name suggests, they are neither equity funds nor debt funds but rather combine the characteristics of both. It means hybrid funds invests in both markets, i.e. equity and money, in varying proportions to generate risk-adjusted returns.
The best Franklin Templeton hybrid mutual fund aims to strike a balance between generating income through equity investments along with wealth preservation via debt investments. The aim here is to curate a stable portfolio.
Hybrid mutual funds are classified based on their asset allocation. SEBI mandates a 60:40 ratio for allocation in equity and debt instruments. If a fund has more than 65% invested in the equity market, it will be treated as an equity-based hybrid mutual fund. Conversely, if a scheme invests more than 60% in debt instruments, it’ll be a debt-oriented fund.
Based on this, there are different sub-types, such as conservative, aggressive, balanced, dynamic, arbitrage, multi-asset, and equity savings hybrid funds.
Conservative funds mainly focus on debt market instruments, whereas aggressive funds are exactly the opposite. Balanced funds bring in equilibrium, and dynamic funds shift their investments per the market conditions. The focus of multi-asset funds is to invest in at least 3 or more types of securities to generate returns. In arbitrage funds, fund managers mainly focus on equity market instruments.
Advantages of hybrid funds include moderate to high returns and low to moderate risks. Since they invest in multiple assets and are actively managed, they can produce such optimal returns. Here, equity components generate the lion’s share of income, and debt components provide the necessary cushion against market fluctuations.
The best Franklin Templeton hybrid mutual funds include more than 10 schemes in its portfolio, offering different return prospects.
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| Fund Name | Category | Risk | 1Y Returns | Rating | Fund Size(in Cr) |
|---|---|---|---|---|---|
Franklin India Prima Direct Fund | Equity | Very High | 39.3% | 2 | ₹12,943 |
Franklin India Smaller Companies Direct Fund | Equity | Very High | 30.6% | 3 | ₹14,460 |
Franklin India Technology Fund | Equity | Very High | 42.1% | -- | ₹1,903 |
Franklin Build India Direct Fund | Equity | Very High | 37.8% | 3 | ₹2,908 |
Franklin India Taxshield Fund | Equity | Very High | 28.1% | 3 | ₹5,564 |
Franklin India ELSS Tax Saver Fund | Equity | Very High | 32.6% | 4 | ₹7,241 |
Franklin India Focused Equity Fund | Equity | Very High | 28.3% | 4 | ₹13,050 |
Franklin India NSE Nifty 50 Index Fund | Equity | Very High | 19.5% | 2 | ₹743 |
Franklin India Bluechip Direct Fund | Equity | Very High | 26.4% | 3 | ₹8,374 |
Templeton India Value Fund | Equity | Very High | 25.9% | 4 | ₹2,304 |
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Now let us jump and check about these top 10 mutual fund schemes.
Fund Performance: The Franklin India Prima Direct Fund has given 23.71% annualized returns in the past three years and 25.25% in the last 5 years. The Franklin India Prima Direct Fund comes under the Equity category of Franklin Templeton Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Franklin India Prima Direct Fund via lump sum is ₹5,000 and via SIP is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹12,943Cr |
| 1Y Returns | 39.3% |
Fund Performance: The Franklin India Smaller Companies Direct Fund has given 27.22% annualized returns in the past three years and 31.61% in the last 5 years. The Franklin India Smaller Companies Direct Fund comes under the Equity category of Franklin Templeton Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Franklin India Smaller Companies Direct Fund via lump sum is ₹5,000 and via SIP is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹14,460Cr |
| 1Y Returns | 30.6% |
Fund Performance: The Franklin India Technology Fund has given 18.69% annualized returns in the past three years and 29.89% in the last 5 years. The Franklin India Technology Fund comes under the Equity category of Franklin Templeton Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Franklin India Technology Fund via lump sum is ₹5,000 and via SIP is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹1,903Cr |
| 1Y Returns | 42.1% |
Fund Performance: The Franklin Build India Direct Fund has given 31.54% annualized returns in the past three years and 29.76% in the last 5 years. The Franklin Build India Direct Fund comes under the Equity category of Franklin Templeton Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Franklin Build India Direct Fund via lump sum is ₹5,000 and via SIP is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹2,908Cr |
| 1Y Returns | 37.8% |
Fund Performance: The Franklin India Taxshield Fund has given 25.78% annualized returns in the past three years and 17.46% in the last 5 years. The Franklin India Taxshield Fund comes under the Equity category of Franklin Templeton Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Franklin India Taxshield Fund via lump sum is ₹500 and via SIP is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹5,564Cr |
| 1Y Returns | 28.1% |
Fund Performance: The Franklin India ELSS Tax Saver Fund has given 21.22% annualized returns in the past three years and 22.59% in the last 5 years. The Franklin India ELSS Tax Saver Fund comes under the Equity category of Franklin Templeton Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Franklin India ELSS Tax Saver Fund via lump sum is ₹500 and via SIP is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹7,241Cr |
| 1Y Returns | 32.6% |
Fund Performance: The Franklin India Focused Equity Fund has given 19.09% annualized returns in the past three years and 21.93% in the last 5 years. The Franklin India Focused Equity Fund comes under the Equity category of Franklin Templeton Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Franklin India Focused Equity Fund via lump sum is ₹5,000 and via SIP is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹13,050Cr |
| 1Y Returns | 28.3% |
Fund Performance: The Franklin India NSE Nifty 50 Index Fund has given 13.51% annualized returns in the past three years and 16.19% in the last 5 years. The Franklin India NSE Nifty 50 Index Fund comes under the Equity category of Franklin Templeton Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Franklin India NSE Nifty 50 Index Fund via lump sum is ₹5,000 and via SIP is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹743Cr |
| 1Y Returns | 19.5% |
Fund Performance: The Franklin India Bluechip Direct Fund has given 13.92% annualized returns in the past three years and 17.79% in the last 5 years. The Franklin India Bluechip Direct Fund comes under the Equity category of Franklin Templeton Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Franklin India Bluechip Direct Fund via lump sum is ₹5,000 and via SIP is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹8,374Cr |
| 1Y Returns | 26.4% |
Fund Performance: The Templeton India Value Fund has given 22.74% annualized returns in the past three years and 25.86% in the last 5 years. The Templeton India Value Fund comes under the Equity category of Franklin Templeton Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Templeton India Value Fund via lump sum is ₹5,000 and via SIP is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹2,304Cr |
| 1Y Returns | 25.9% |
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