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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: 1.01% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,054.78 Cr As on 31-03-2025(Source:AMFI)
Turn over: 30.22% | Exit Load: Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
NAV as on 06-05-2025

299.1747

-1.68 (-0.5627%)

CAGR Since Inception

14.67%

Benchmark: 12.22%

PERFORMANCE

Returns Type:
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End : 
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AK Hybrid Aggressive TRI
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Gold
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PPF
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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
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 9.98
Sharpe Ratio 0.75
Alpha 4.46
Beta 0.98
Yield to Maturity 7.78
Average Maturity 3.15

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 - Direct - Growth 01-01-2013 10.22 21.24 17.81 21.87 12.92
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 16.02 21.71 17.78 20.08 12.9
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 12.42 18.07 13.87 18.58 11.93
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 11.34 18.09 14.96 20.31 -
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 11.25 21.96 17.73 22.22 -
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 10.89 21.18 17.12 18.38 -
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option 05-08-2018 10.8 15.0 11.43 16.17 -
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 10.8 24.07 19.6 27.19 15.6
PGIM India Hybrid Equity Fund - Growth Option 29-01-2004 10.62 15.42 13.13 17.03 8.33
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 10.57 21.16 18.1 22.1 12.48

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

10.67%

Others

32.79%

Large Cap

50.03%

Mid Cap

6.51%

Scheme Documents

March 2025

Monthly Portfolio Disclosure - March 2025

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