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Franklin India Equity Hybrid Fund IDCW

Hybrid
Aggressive Hybrid
Very High Risk
45.04%
1Y return
+0.51% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 02 Aug 2021₹24.93
Min. SIP Amount₹500
Rating3star
Fund Size₹1,417.23 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns45.0%12.8%11.1%13.9%
Category average42.2%12.7%12.2%NA
Rank with in category141317NA
Understand termsinfo

Holdings (48)

NameSectorInstrumentAssets
Infosys Ltd.TechnologyEquity7.8%
GOI
SovereignGOI Sec6.9%
Axis Bank Ltd.FinancialEquity6.7%
HDFC Bank Ltd.FinancialEquity5.1%
ICICI Bank Ltd.FinancialEquity5.0%
Bharti Airtel Ltd.CommunicationEquity3.9%
Housing Development Finance Corpn. Ltd.-Warrant
FinancialCP3.4%
Indostar Capital Finance Ltd.
FinancialDebenture3.2%
Power Grid Corporation of India Ltd.
EnergyEquity3.0%
Dr. Reddy's Laboratories Ltd.HealthcareEquity2.7%
See All

Pros and cons

Category: Hybrid Aggressive Hybrid

Pros

  • Age is more than 10 years
  • 1Y Returns are higher than the category average returns
  • 3Y Returns are higher than the category average returns
  • 10Y Returns are higher than the category average returns

Cons

  • Higher expense ratio - 2.22%
  • 5Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 2.22%

Inclusive of GST

Exit load

For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand termsinfo

Minimum investment amounts

Min. for 1st investment₹1,000
Min. for 2nd investment onwards₹5,000
Min. for SIP₹500

Fund management

Sachin Padwal-Desai
Aug 2006 - Present
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Umesh Sharma
Jul 2010 - Present
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Srikesh Nair
Jun 2018 - Present
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Lakshmikanth Reddy
May 2016 - Present
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Pyari Menon
Sep 2019 - Present
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Mayank Bukrediwala
Aug 2020 - Present
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Fund house & investment objective

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Fund house contact details

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