Franklin India Equity Hybrid Fund - Direct - Growth
(Erstwhile Franklin India Balanced Fund - Direct - Growth)
Fund House: Franklin Templeton Mutual Fund| Category: Hybrid: Aggressive |
| Launch Date: 01-01-2013 |
| Asset Class: Mixed Asset |
| Benchmark: CRISIL Hybrid 35+65 Aggressive Index |
| TER: 0.93% As on (30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 2,131.25 Cr As on 30-04-2025(Source:AMFI) |
| Turn over: 30.22% | Exit Load: In respect of each purchase of Units • Upto 10% of the Units may be redeemed without any exit load within 1 year from the date of allotment. • Any redemption in excess of the above limit shall be subject to the following exit load: o 1.00% - if redeemed on or before 1 year from the date of allotment o Nil - if redeemed after 1 year from the date of allotment |
306.1812
0.08 (0.0265%)
14.81%
Benchmark: 12.22%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Hybrid Aggressive 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
0 Years 0 Months
0 Years 0 Months
0 Years 0 Months
3 Years 6 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 | 9.97 |
| Sharpe Ratio | 0.99 |
| Alpha | 3.96 |
| Beta | 0.99 |
| Yield to Maturity | 7.78 |
| Average Maturity | 3.15 |
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
9.88%
Others
32.8%
Large Cap
50.96%
Mid Cap
6.35%
