Risk | Moderately High |
---|---|
Min SIP Amount | ₹500 |
Expense Ratio | 2.19% |
NAV | ₹146.18 (22 Jan 2021) |
---|---|
Fund Started | 10 Dec 1999 |
Fund Size | ₹1,356 Cr |
Name | Sector | Instrument | % Assets |
---|---|---|---|
Axis Bank Ltd. | Financial | Equity | 9.1% |
Infosys Ltd. | Technology | Equity | 8.8% |
HDFC Bank Ltd. | Financial | Equity | 5.7% |
ICICI Bank Ltd. | Financial | Equity | 5.1% |
Reserve Bank of India | Financial | T-Bills | 4.4% |
Bharti Airtel Ltd. | Communication | Equity | 4.3% |
Power Grid Corporation of India Ltd. | Energy | Equity | 3.5% |
Indostar Capital Finance Pvt Ltd. | Financial | Debenture | 3.3% |
Tech Mahindra Ltd. | Technology | Equity | 3.1% |
Mahindra & Mahindra Ltd. | Automobile | Equity | 3.0% |
Franklin India Equity Hybrid Fund Growth 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 Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,356 Cr and the Latest NAV as of 22 Jan 2021 is ₹146.18.
The Franklin India Equity Hybrid Fund 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.