Franklin India Equity Hybrid Fund Dividend-0.18%

-0.88%
1 Year Return
Hybrid
Aggressive
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Franklin India Equity Hybrid Fund Dividend

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.21%
NAV19.38 (30 Oct 2020)
Fund Started10 Dec 1999
Fund Size1,278 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Franklin India Equity Hybrid Fund Dividend
-0.9%
2.1%
6.0%
12.7%
Category Average
0.7%
2.2%
6.9%
-
Rank within category
26
16
15
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with -0.9% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Age is more than 10 years
    3. 10Y Returns are higher than the category average returns
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Risk is higher compared to the benchmark
    3. Higher expense ratio
    4. 1Y Returns are lower than the benchmark
    5. 3Y Returns are lower than the benchmark
    6. 5Y Returns are lower than the benchmark
    7. Risk-adjusted returns are lower compared to the category
    8. Higher expense ratio - 2.21%
    9. 1Y Returns are lower than the category average returns
    10. 3Y Returns are lower than the category average returns
    11. 5Y Returns are lower than the category average returns

    Top Holdings

    NameSectorInstrument% Assets
    Infosys Ltd.TechnologyEquity8.3%
    Axis Bank Ltd.FinancialEquity7.4%
    HDFC Bank Ltd.FinancialEquity5.9%
    Mahindra & Mahindra Ltd.AutomobileEquity4.9%
    ICICI Bank Ltd.FinancialEquity4.4%
    Bharti Airtel Ltd.CommunicationEquity3.8%
    Indostar Capital Finance Pvt Ltd.FinancialDebenture3.5%
    Power Grid Corporation of India Ltd.EnergyEquity3.2%
    Dr. Reddy's Laboratories Ltd.HealthcareEquity2.9%
    Tata Power Co. Ltd.EnergyDebenture2.9%
    See All

    Fund Managers

    addSachin Padwal-Desai
    Education
    Mr. Desai is a B.E and PGDM from IIM Bangalore.
    Experience
    Prior to joining Sundaram Mutual Fund he has worked with ICICI Bank, Infosys Technologies and Thermax.
    Funds Managed
    addUmesh Sharma
    Education
    Mr. Sharma is a B.Com (H), CS and CA.
    Experience
    Prior to joining Franklin Templeton Mutual Fund he has worked with ICICI Bank Ltd., UTI Mutual Fund, Invesco Mutual Fund and JM Financials.
    Funds Managed
    addSrikesh Nair
    Education
    Mr. Nair is a B.S. Marine Engineering from BITS Pilani and holds a Post Graduate Diploma in Management from Management Development Institute, Gurgaon.
    Experience
    Prior to joining Franklin Templeton Asset Management (India) Pvt. Ltd. he has worked with Goldman Sachs Services Private Limited (Apr 2011 - May 2015) as an Analyst and Teekay Shipping (Oct 2007 - Apr 2008 ) as a Trainee Marine Engineer
    Funds Managed
    addLakshmikanth Reddy
    Education
    Mr. Reddy is a B.Tech in Mechanical Engineering from Jawaharlal Nehru Technical University, Hyderabad and also holds a PGDM from IIM-A.
    Experience
    Prior to joining Franklin Templeton Mutual Fund he was associated with ICICI Pru Life Insurance Company Ltd. as Head-Equity (Jun 2004-Feb 2016), HSBC Capital Markets as Equity analyst (Apr 2003-May 2004), ABN Amro Asia Equities as Equity Analyst (Feb 2000-Mar 2003), UTI as Buy Side Analyst (Jun 1997-Feb 2000) and Crompton Greaves as Design Executive (Aug 1993-Jun 1995).
    Funds Managed
    addPyari Menon
    Education
    Mr. Menon has done Master of Business Administration (The University of Melbourne) and Bachelor of Technology (IIT Madras).
    Experience
    Prior to joining Franklin Templeton Asset Management (India) Pvt. Ltd (April 2019- till date), he has worked with Tano Capital (September 2012 – December 2018), Daiwa Securities (November 2010-April 2012), Intellectual Ventures (March 2009-November 2010).
    Funds Managed
    addMayank Bukrediwala
    Education
    Mr. Bukrediwala has done PGDBM and Bachelor of Technology.
    Experience
    Prior to joining Franklin Templeton Mutual Fund he has worked with Goldman Sachs.
    Funds Managed

    Franklin India Equity Hybrid Fund Dividend Details

    Franklin India Equity Hybrid Fund Dividend is a Hybrid Mutual Fund Scheme launched by Franklin Templeton Mutual Fund. This scheme was made available to investors on 10 Dec 1999. Sachin Padwal-Desai, Umesh Sharma, Lakshmikanth Reddy is the Current Fund Manager of Franklin India Equity Hybrid Fund Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹1,278 Cr and the Latest NAV as of 30 Oct 2020 is ₹19.38.

    The Franklin India Equity Hybrid Fund Dividend 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

    Investment Objective

    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.

    Tax Implications

    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.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year
    Exit Load

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    About Franklin Templeton Mutual Fund

    Address
    Indiabulls Finance Centre; Tower 2, 12th and 13th Floor; Senapati Bapat Marg; Elphinstone Road (W) Mumbai 400013
    Phone
    022 - 67519100
    Launch Date
    19 Feb 1996
    Franklin Templeton Mutual Fund
    Asset Management Company
    Custodian
    Hongkong & Shanghai Banking Corporation
    Registrar & Transfer Agent
    Templeton
    Address
    Unit 301, III Floor, Campus 4B, RMZ Millenia Business Park, 143 Dr. MGR Road, Kandanchavadi
    Email
    NA
    Website
    NA
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