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 Index
TER: 2.07% As on (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,187.18 Cr As on 30-05-2025(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

273.8305

13.82%

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
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 investment objective of the scheme is to provide long-term growth of capital and current income by investing in equity and equity related securities and fixed income instruments.

Current Asset Allocation (%)

Indicators

Standard Deviation 9.77
Sharpe Ratio 1.07
Alpha 3.1
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 - Growth Plan 10-12-1999 7.1 18.71 19.15 19.9 11.72
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 12.57 19.02 17.8 18.28 12.47
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 12.33 18.2 18.48 20.35 -
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 11.06 19.6 20.53 18.84 12.82
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 10.01 23.1 22.48 26.19 15.77
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 9.45 20.67 21.48 21.8 12.81
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 9.44 20.72 21.57 21.86 12.86
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 8.71 21.16 21.17 21.89 -
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 01-02-1993 8.36 16.98 17.61 17.72 12.61
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 02-07-2015 7.94 16.3 17.08 17.93 -

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

11.02%

Others

32.62%

Large Cap

50.45%

Mid Cap

5.9%

Feedback
Notification