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

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ranking by CRISIL

Below average performance in the category

The scheme is ranked 4 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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Benchmark Index:

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Returns (NAV as on May-17-2013)

Period	Returns (%)	Rank #
1 mth	6.2	4
3 mth	4.2	5
6 mth	9.9	2
1 year	21.8	10
2 year	9.0	6
3 year	8.0	9
5 year	7.3	9

# Moneycontrol Rank within 22 Balanced Schemes.

Absolute Returns (in %)

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2013	-4.3	-	-	-	-
2012	11.6	-0.7	6.2	4.4	24.3
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

View where it stands within its peers

* 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	6.2	4.2	9.9	21.8	9.0	8.0	7.3
Category avg	5.1	3.3	7.0	19.7	7.5	7.0	6.5
Difference of Fund returns and Category returns	1.1	0.9	2.9	2.1	1.5	1.0	0.8
Best of category	7.9	8.1	10.4	27.1	12.7	12.0	12.6
Worst of category	2.0	-0.3	-3.0	3.7	-2.0	-1.2	-0.2

FT India Balanced Fund (G) Review by Crisil - Rating: 2 (Rank 4 out of 5)

Investment Info

Investment Objective

The investment objective of the scheme is to provide long term growth of capital and current income by investing in equity and equity related securities and fixed income instruments.

Scheme details

Fund Type	Open-Ended
Investment Plan	Growth
Launch date	Dec 10, 1999
Benchmark	CRISIL Balance Fund
Asset Size (Rs cr)	212.14 (Mar-30-2013)
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 (%)
HDFC Prudence Fund (G)	Rank 3	6,124.90	3.0	6.4	17.4	8.4	12.6
HDFC Balanced Fund (G)	Rank 2	1,128.92	2.3	4.9	14.1	9.8	12.1
SBI Magnum Balanced Fund (G)	Rank 3	372.63	3.6	8.6	27.1	6.9	6.8
UTI Balanced Fund (G)	Rank 4	943.01	2.1	5.8	19.8	5.7	6.8
Reliance RSF - Balanced (G)	Rank 3	545.43	2.0	4.9	20.7	7.7	12.1
* Returns over 1 year are Annualised	More »

Portfolio

Top Holdings (Apr 30, 13)

Equity	Sector	Value (Rs cr)	Asset %
ICICI Bank	Banking/Finance	10.57	5.00
Bharti Airtel	Telecom	9.67	4.58
HDFC Bank	Banking/Finance	9.14	4.33
Infosys	Technology	7.37	3.49
Dr Reddys Labs	Pharmaceuticals	7.10	3.36
Grasim	Conglomerates	6.36	3.01
Reliance	Oil & Gas	6.07	2.87
Eicher Motors	Automotive	5.63	2.67
IndusInd Bank	Banking/Finance	5.37	2.54
ONGC	Oil & Gas	5.26	2.49