Fund Details
Franklin India Equity Hybrid Fund Growth
| 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 |
Returns
Comparison
1. Age is more than 10 years
2. Age is more than 10 years
3. 3Y Returns are higher than the category average returns
4. 10Y Returns are higher than the category average returns
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. 5Y Returns are lower than the category average returns
Top Holdings
| 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% |
Fund Managers
Franklin India Equity Hybrid Fund Growth Details
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
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.
