| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.22% |
| NAV | ₹123.52 (09 Jul 2020) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹1,319 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Infosys Ltd. | Technology | Equity | 6.1% |
| Axis Bank Ltd. | Financial | Equity | 6.0% |
| HDFC Bank Ltd. | Financial | Equity | 5.4% |
| Bharti Airtel Ltd. | Communication | Equity | 5.3% |
| ICICI Bank Ltd. | Financial | Equity | 4.0% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 3.5% |
| GOI | Sovereign | GOI Sec | 3.4% |
| Indostar Capital Finance Pvt Ltd. | Financial | Debenture | 3.3% |
| Power Grid Corporation of India Ltd. | Energy | Equity | 3.0% |
| Petronet LNG Ltd. | Energy | Equity | 2.8% |
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 ₹1,319 Cr and the Latest NAV as of 09 Jul 2020 is ₹123.52.
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 fund aims to provide long term capital appreciation and current income by investing in equity and equity related securities and high quality fixed income instruments.
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.