6M
1Y
3Y
5Y
All
Fund Details
Franklin India Equity Hybrid Fund Growth
| Risk | Very High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 2.22% |
| NAV | ₹167.25 (23 Jul 2021) |
|---|---|
| Fund Started | 10 Dec 1999 |
| Fund Size | ₹1,417 Cr |
Returns
1Y
3Y*
5Y*
Since inception*
Fund Returns
43.1%
13.4%
11.2%
11.8%
Category Average
42.2%
12.7%
12.2%
-
Rank Within Category
15
14
15
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount₹500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
₹0
with 43.1% returns per annum
Comparison
Data not available
Pros
1. Age is more than 10 years
2. 1Y Returns are higher than the category average returns
3. 3Y Returns are higher than the category average returns
4. 10Y Returns are higher than the category average returns
Cons
1. Higher expense ratio - 2.22%
2. 5Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Infosys Ltd. | Technology | Equity | 7.8% |
| GOI | Sovereign | GOI Sec | 6.9% |
| Axis Bank Ltd. | Financial | Equity | 6.7% |
| HDFC Bank Ltd. | Financial | Equity | 5.1% |
| ICICI Bank Ltd. | Financial | Equity | 5.0% |
| Bharti Airtel Ltd. | Communication | Equity | 3.9% |
| Housing Development Finance Corpn. Ltd.-Warrant | Financial | CP | 3.4% |
| Indostar Capital Finance Ltd. | Financial | Debenture | 3.2% |
| Power Grid Corporation of India Ltd. | Energy | Equity | 3.0% |
| Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 2.7% |
See All
Fund Managers
Sachin Padwal-Desai
Education
Mr. Desai is a B.E and PGDM from IIM Bangalore.
Experience
Prior to joining Franklin Templeton Mutual Fund, he has worked with Sundaram Mutual Fund, ICICI Bank, Infosys Technologies and Thermax.
Funds Managed
Umesh 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
Srikesh 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
Lakshmikanth 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
Krishna Prasad Natarajan
Education
Mr. Natarajan has done B.E. (Chemical Engineering), PGDIM & CFA
Experience
Prior to joining Franklin Templeton Mutual Fund, he has worked with kotak Institutional Equity, JM Financial and Nomura.
Funds Managed
Pyari 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
Mayank 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 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 ₹1,417 Cr and the Latest NAV as of 23 Jul 2021 is ₹167.25.
The Franklin India Equity Hybrid Fund Growth is rated Very 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
Compare Funds
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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
E-mail
[email protected]Website
NAFranklin Templeton Mutual Fund
Asset Management Company
Custodian
Hongkong & Shanghai Banking Corporation
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]Website
www.camsonline.com
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