Franklin India Equity Hybrid Fund - IDCW
(Erstwhile Franklin India Balanced Fund-Dividend 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 (30-04-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,781.57 Cr As on (30-04-2024) |
| Turn over: 27.61% | Exit Load: For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year |
30.3918
0.21 (0.7051%)
12.33%
Benchmark: 12.47%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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
6 Years 0 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
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 | |
| Sharpe Ratio | 1.27 |
| Alpha | -1.55 |
| Beta | 0.98 |
| Yield to Maturity | 7.62 |
| Average Maturity | 2.34 |
PEER COMPARISON
Scheme Characteristics
Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
8.73%
Others
30.07%
Large Cap
55.7%
Mid Cap
5.48%
