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Franklin India Equity Hybrid Fund - Growth Plan

(Erstwhile Franklin India Balanced Fund-Growth Plan)
Fund House: Franklin Templeton Mutual Fund
Category: Hybrid: Aggressive
Launch Date: 10-12-1999
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive TRI
TER: 2.14% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,713.97 Cr As on (31-03-2024)
Turn over: 23.5% | Exit Load: For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year
NAV as on 07-05-2024

238.7275

-1.83 (-0.7682%)

CAGR Since Inception

13.87%

Benchmark: 12.48%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
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vs
NIFTY 50 TRI
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Gold
-
PPF
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Returns Type:
of  : 
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
5 Years 6 Months
7 Years 9 Months
10 Years 9 Months
16 Years 8 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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.

Current Asset Allocation (%)

Indicators

Standard Deviation 9.27
Sharpe Ratio 1.07
Alpha 2.74
Beta 0.76
Yield to Maturity 7.62
Average Maturity 2.34

PEER COMPARISON

Scheme Name Inception
Date		 1 Year
Return(%)		 2 Year
Return(%)		 3 Year
Return(%)		 5 Year
Return(%)		 10 Year
Return(%)
Franklin India Equity Hybrid Fund - Growth Plan 10-12-1999 31.05 20.06 15.55 14.95 14.23
JM Aggressive Hybrid Fund (Regular) -Growth Option 01-04-1995 53.38 32.65 22.71 19.51 14.25
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 05-07-2016 45.35 24.75 22.76 22.11 -
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 38.03 23.78 24.25 20.62 17.63
Quant Absolute Fund - Growth Option - Regular Plan 21-03-2001 35.22 20.86 20.14 24.59 18.88
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 32.99 20.71 17.99 - -
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 31.56 21.54 18.92 16.92 14.47
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 31.45 21.39 18.81 16.85 14.42
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 31.17 19.73 15.04 13.46 -
Baroda BNP Paribas Aggressive Hybrid Fund- REGULAT PLAN -GROWTH OPTION 05-04-2017 31.12 20.07 - - -

Scheme Characteristics

Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

9.47%

Others

31.17%

Large Cap

55.29%

Mid Cap

4.05%

Scheme Documents

March 2024

Monthly Portfolio Disclosure - March 2024

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