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Franklin India Equity Hybrid Fund Growth-1.29%

16.37%
1 Year Return
Hybrid
Aggressive
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Franklin India Equity Hybrid Fund Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.19%
NAV₹146.18 (22 Jan 2021)
Fund Started10 Dec 1999
Fund Size1,356 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
16.4%
7.3%
10.9%
11.8%
Category Average
15.8%
6.2%
11.7%
-
Rank Within Category
18
12
15
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 16.4% returns per annum

Comparison

Data not available
Pros
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
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. 5Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Axis Bank Ltd.FinancialEquity9.1%
Infosys Ltd.TechnologyEquity8.8%
HDFC Bank Ltd.FinancialEquity5.7%
ICICI Bank Ltd.FinancialEquity5.1%
Reserve Bank of IndiaFinancialT-Bills4.4%
Bharti Airtel Ltd.CommunicationEquity4.3%
Power Grid Corporation of India Ltd.EnergyEquity3.5%
Indostar Capital Finance Pvt Ltd.FinancialDebenture3.3%
Tech Mahindra Ltd.TechnologyEquity3.1%
Mahindra & Mahindra Ltd.AutomobileEquity3.0%
See All

Fund Managers

Sachin Padwal-Desai
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Umesh Sharma
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Srikesh Nair
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Lakshmikanth Reddy
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Pyari Menon
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Mayank Bukrediwala
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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.

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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