Submit

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 06-05-2024

240.5614

-0.38 (-0.1598%)

CAGR Since Inception

13.91%

Benchmark: 12.48%

PERFORMANCE

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

Start :  
Period:  

RETURNS ANALYSIS

Submit
Submit
Submit

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 32.05 20.52 15.98 15.01 14.27
JM Aggressive Hybrid Fund (Regular) -Growth Option 01-04-1995 54.98 33.34 23.4 19.67 14.34
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 05-07-2016 46.98 25.45 23.08 22.3 -
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 39.09 24.26 24.96 20.65 17.67
Quant Absolute Fund - Growth Option - Regular Plan 21-03-2001 36.66 21.51 21.15 24.62 18.96
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 33.85 21.1 18.31 - -
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 33.0 22.21 19.45 17.06 14.51
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 32.89 22.05 19.35 16.99 14.46
HSBC Aggressive Hybrid Fund - Regular Growth 30-01-2013 32.63 19.22 14.77 13.74 13.87
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 32.56 20.36 15.48 13.57 -

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

Feedback
Notification