Franklin India Equity Hybrid Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

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  • Minimum STP Investment (₹)

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Fund Objective

The fund aims to provide long term growth of capital and current income by investing in equity and equity related securities and fixed income instruments.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Franklin India Equity Hybrid Fund - Growth 1.88 -0.42 7.28 5.76 9.06 13.32
CRISIL Hybrid 35+65 - Aggressive Index 2.56 -0.64 9.57 9.19 9.91 9.12
NIFTY 50 - TRI 1.98 4.01 3.99 14.97 14.08 13.54

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Franklin India Equity Hybrid Fund - Growth Dec 10, 1999 7.28 5.76 9.06 2.14 1,846.06
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth Jan 06, 1996 13.98 9.24 10.87 1.64 30,550.52
ICICI Prudential Equity & Debt Fund - Growth Nov 03, 1999 5.54 7.55 9.67 1.73 23,486.80
HDFC Hybrid Equity Fund-Growth Apr 06, 2005 6.90 5.04 5.39 1.77 21,076.10
Aditya Birla Sun Life Equity Hybrid'95 Fund - Regular Plan-Growth Feb 10, 1995 3.87 4.50 8.36 1.86 11,673.98
Nippon India Equity Hybrid Fund - Growth Plan Jun 10, 2005 Unrated -0.13 5.04 7.69 1.76 9,352.82

Fund Holdings as on 31-August-2019

  • Axis Bank Ltd.

  • HDFC Bank Ltd.

  • 12.40% Hinduja Leyland Finance Ltd (03-Nov-2019) **

  • 8.60% Export-Import Bank Of India (31-Mar-2022) **

  • 9.70% Coastal Gujarat Power Ltd (25-Aug-2023) **

  • ICICI Bank Ltd.

  • Kotak Mahindra Bank Ltd.

  • Infosys Ltd.

  • Hindalco Industries Ltd.

  • Power Grid Corp. of India Ltd.

  • Indostar Capital Finance Ltd (1Y SBI MCLR + 200 Bps) (02-May-2023) **

  • Bharti Airtel Ltd.

  • Mahindra & Mahindra Ltd.

  • Grasim Industries Ltd.

  • Embassy Office Parks REIT

  • Call, Cash & Other Assets

  • Dr Reddy's Laboratories Ltd.

  • Petronet LNG Ltd.

  • Nestle India Ltd.

  • 9.00% State Bank Of India (06-Sep-2021) **

  • Colgate-Palmolive India Ltd.

  • Gujarat State Petronet Ltd.

  • Indian Oil Corp. Ltd.

  • NTPC Ltd.

  • 9.45% Vedanta Ltd (17-Aug-2020) **

  • Tech Mahindra Ltd.

  • 9.35% Rec Ltd (15-Jun-2022)

  • Hindustan Petroleum Corp. Ltd.

  • Indostar Capital Finance Ltd (SBI MCLR + 225 Bps) (02-Nov-2021) **

  • United Breweries Ltd.

  • 10.25% Jm Financial Asset Reconstruction Co Ltd (31-Aug-2021) **

  • Indian Hotels Co. Ltd.

  • PNB Housing Finance Ltd.

  • 7.33% Indian Railway Finance Corp Ltd (27-Aug-2027) **

  • Voltas Ltd.

  • 0.00% KKR India Financial Services Pvt Ltd (10-Mar-2021) **

  • State Bank of India

  • Titan Co. Ltd.

  • Balkrishna Industries Ltd.

  • 9.55% Andhra Bank (26-Dec-2019) **

  • Tata Steel Ltd.

  • Tata Motors Ltd.

  • Aditya Birla Fashion and Retail Ltd.

  • Himatsingka Seide Ltd.

  • Bajaj Auto Ltd.

  • Cholamandalam Financial Holdings Ltd.

  • Cadila Healthcare Ltd.

  • Jagran Prakashan Ltd.

  • Apollo Tyres Ltd.

  • Bharat Petroleum Corp. Ltd.

  • 8.85% Power Finance Corp Ltd (25-May-2029)

  • 8.85% Rec Ltd (16-Apr-2029) **

  • Mahindra CIE Automotive Ltd.

  • 8.9508% Pipeline Infrastructure Pvt Ltd (22-Mar-2024)

  • 8.80% Rec Ltd (14-May-2029) **

  • 8.97% Rec Ltd (28-Mar-2029) **

  • 8.80% JM Financial Products Ltd (28-Sep-2020) **

  • 10.99% Andhra Bank (05-Aug-2021) **

  • Globsyn Technologies Ltd.

  • Numero Uno International Ltd.

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  • Miscellaneous

  • Bank - Private

  • IT - Software

  • Power Generation/Distribution

  • Refineries

  • Metal - Non Ferrous

  • Pharmaceuticals & Drugs

  • Telecommunication - Service Provider

  • Automobiles - Passenger Cars

  • Diversified

  • Household & Personal Products

  • Consumer Food

  • Industrial Gases & Fuels

  • Gas Transmission/Marketing

  • Hotel, Resort & Restaurants

  • Breweries & Distilleries

  • Tyres & Allied

  • Finance - Housing

  • Diamond & Jewellery

  • Air Conditioners

  • Bank - Public

  • Steel & Iron Products

  • Retailing

  • Textile

  • Automobiles-Trucks/Lcv

  • Automobile Two & Three Wheelers

  • Finance - Investment

  • Printing And Publishing

  • Forgings

  • IT - Education

  • Unspecified

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About Franklin India Equity Hybrid Fund

Scheme Analysis

Franklin India Equity Hybrid Fund is a Hybrid - Aggressive Hybrid Fund fund and belongs to Franklin Templeton Mutual Fund. It was launched on 10-Dec-1999 and currently has an AUM of ₹1,811.75 crore. Franklin India Equity Hybrid Fund is benchmarked against CRISIL Hybrid 35+65 - Aggressive Index as primary index and NIFTY 50 - TRI as secondary index.

The NAV of Franklin India Equity Hybrid Fund ended up ₹0.02(0.02%)yesterday to ₹119.85.

Among its top 3 holdings the fund has exposure to Axis Bank Ltd., HDFC Bank Ltd. and 12.40% Hinduja Leyland Finance Ltd (03-Nov-2019) **

The Franklin India Equity Hybrid Fund is managed by Sachin Padwal-Desai and Umesh Sharma.

Fund House Contact

Indiabulls Finance Centre; Tower 2, 12th and 13th Floor; Senapati Bapat Marg; Elphinstone Road (W) Mumbai 400013

+91 (22) 67519100
service@templeton.com
+91 (22) 66490622 / 66490627

Fund Manager

  • CARE AA(SO)

  • CARE AA-

  • CARE AAA

  • Cash

  • CRISIL AA

  • CRISIL AA+

  • CRISIL AA-

  • CRISIL AAA

  • Equity

  • ICRA AA

  • ICRA AA+

  • ICRA AA-

  • IND AA-

  • REITs & InvITs

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