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

14.81%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
AK Hybrid Aggressive TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 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 10.37 21.23 18.66 21.9 12.85
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 15.94 21.27 18.89 20.24 12.83
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 13.64 18.42 16.45 20.88 -
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 12.91 18.57 15.21 18.97 12.08
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 11.94 22.19 18.86 19.04 -
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 11.79 21.57 19.12 22.58 -
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 11.57 20.97 18.95 23.22 12.28
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option 05-08-2018 11.21 15.11 12.47 16.29 -
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 11.11 21.25 19.24 22.39 12.33
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 11.1 21.3 19.33 22.45 12.37

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

9.88%

Others

32.8%

Large Cap

50.96%

Mid Cap

6.35%

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