| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.22% |
| NAV | ₹135.69 (23 Oct 2020) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹1,278 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Infosys Ltd. | Technology | Equity | 8.3% |
| Axis Bank Ltd. | Financial | Equity | 7.4% |
| HDFC Bank Ltd. | Financial | Equity | 5.9% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 4.9% |
| ICICI Bank Ltd. | Financial | Equity | 4.4% |
| Bharti Airtel Ltd. | Communication | Equity | 3.8% |
| Indostar Capital Finance Pvt Ltd. | Financial | Debenture | 3.5% |
| Power Grid Corporation of India Ltd. | Energy | Equity | 3.2% |
| Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 2.9% |
| Tata Power Co. Ltd. | Energy | Debenture | 2.9% |
Franklin India Equity Hybrid Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Franklin Templeton Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Sachin Padwal-Desai, Umesh Sharma, Lakshmikanth Reddy is the Current Fund Manager of Franklin India Equity Hybrid Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,278 Cr and the Latest NAV as of 23 Oct 2020 is ₹135.69.
The Franklin India Equity Hybrid Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year
The scheme seeks to achieve long-term capital appreciation with stability of investment and current income from a balanced portfolio of high quality equity and fixed-income securities.
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.