FT India Balanced Fund (G) NAV | Franklin Templeton Mutual Fund

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Average performance in the category

The scheme is ranked 3 in Balanced category by Crisil. If you are already invested in this scheme, you may consider switching to a better performing scheme.
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Returns (NAV as on May-25-2012)

Period	Returns (%)	Rank #
1 mth	-3.2	11
3 mth	-3.3	14
6 mth	2.5	16
1 year	-2.1	10
2 year	3.2	8
3 year	8.3	12
5 year	6.1	8

# Moneycontrol Rank within 22 Balanced Schemes.

Absolute Returns (in %)

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2012	11.6	-	-	-	-
2011	-2.3	0.1	-5.0	-4.6	-12.6
2010	2.8	2.2	9.4	-1.5	14.5
2009	-0.1	32.4	9.3	2.5	50.5
2008	-18.6	-11.1	3.1	-16.1	-38.3
2007	-2.3	15.0	11.7	14.0	41.5

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* Returns over 1 year are Annualised

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Performance

Fund returns v/s Category average (Balanced)

* Returns over 1 year are Annualised

	1 mth (%)	3 mth (%)	6 mth (%)	1 yr (%)	2 yr (%)	3 yr (%)	5yr (%)
Fund Returns	-3.2	-3.3	2.5	-2.1	3.2	8.3	6.1
Category avg	-3.1	-2.5	3.5	-2.6	2.9	9.0	5.6
Difference of Fund returns and Category returns	-0.1	-0.8	-1.0	0.5	0.3	-0.7	0.5
Best of category	0.8	1.0	7.0	4.3	9.1	17.8	12.2
Worst of category	-6.1	-7.0	-1.1	-11.6	-4.6	2.9	-3.2

Investment Info

Investment Objective

An open end balanced scheme with an objective to provide long-term growth of capital and current income by investing in equity and equity related securities and high quality fixed income instruments The high quality fixed income ecurities would include AAA rated corporate debt PSU bonds central and state government securities and money market instruments.

Scheme details

Fund Type	Open-Ended
Investment Plan	Growth
Launch date	Dec 10, 1999
Benchmark	CRISIL Balance Fund
Asset Size (Rs cr)	218.16 (Mar-31-2012)
Minimum Investment	Rs.5000
Last Dividend	N.A. View Dividend History
Bonus	N.A.
Fund Manager	Anand Radhakrishnan / Anil Prabhudas/Sachin Desai/Umesh Sharma View performance of schemes managed by the Fund Manager
Notes	N.A

Load Details

Entry Load	N.A
Exit Load	1.00%
Load Comments	Exit Load 1% if units are redeemed / switched-out within 1 year from the date of allotment.

Contact Details

Regd. Office	Sakhar Bhavan, 1st Floor, 230, Backbay Reclamation, Nariman Point, Mumbai, 400021
Tel. No.	66325820-36
Fax No.	22886707/22886133
Email	mktg@templeton.com
Website	http://www.franklintempletonindia.com

Peer Comparison

Balanced	Crisil Rank	Assets (Rs.cr)
Balanced	Crisil Rank	Assets (Rs.cr)	3mth (%)	6mth (%)	1yr (%)	3yr (%)	5yr (%)
DSP-BR Balanced Fund (G)	Rank 3	676.51	-2.8	3.5	-3.0	11.0	8.2
Tata Balanced Fund (G)	Rank 2	321.69	-0.2	5.9	1.8	14.4	9.0
FT India Balanced Fund (G)	Rank 3	218.16	-3.3	2.5	-2.1	8.3	6.1
Kotak Balance	Rank 4	43.87	-4.4	3.2	-1.5	8.5	5.7
LIC NOMURA Balanced C (G)	Rank 5	20.15	-1.6	3.5	-4.3	4.0	3.1
* Returns over 1 year are Annualised	More »

Portfolio

Top Holdings (Apr 30, 12)

Equity	Sector	Value (Rs cr)	Asset %
Infosys	Technology	11.11	5.14
ICICI Bank	Banking/Finance	9.85	4.55
HDFC Bank	Banking/Finance	9.17	4.24
Grasim	Conglomerates	8.52	3.94
Bharti Airtel	Telecom	8.50	3.93
Kotak Mahindra	Banking/Finance	7.23	3.34
Reliance	Oil & Gas	6.39	2.95
Cummins	Engineering	6.37	2.94
IndusInd Bank	Banking/Finance	5.89	2.72
Marico	Cons NonDurable	5.31	2.45