Franklin India Equity Hybrid Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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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 1.83 5.86 0.95 2.74 5.77 12.74
CRISIL Hybrid 35+65 - Aggressive Index 1.93 5.75 8.36 7.22 9.45 9.18
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A

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 0.95 2.74 5.77 2.21 1,278.21
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth Jan 06, 1996 0.45 5.31 7.97 1.64 31,225.51
ICICI Prudential Equity & Debt Fund - Growth Nov 03, 1999 Unrated -6.04 0.34 6.11 1.78 16,098.63
Aditya Birla Sun Life Equity Hybrid'95 Fund - Regular Plan-Growth Feb 10, 1995 Unrated -0.28 -0.08 5.50 1.78 7,646.61
L&T Hybrid Equity Fund- Regular Plan - Growth Feb 07, 2011 Unrated 4.36 2.58 6.56 1.86 5,637.81
DSP Equity & Bond Fund- Regular Plan - Growth May 27, 1999 3.24 4.83 8.24 1.92 5,501.63

Fund Holdings as on 30-September-2020

  • Infosys Ltd

  • Axis Bank Ltd

  • HDFC Bank Ltd

  • Mahindra & Mahindra Ltd

  • ICICI Bank Ltd

  • Bharti Airtel Ltd

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

  • Power Grid Corporation of India Ltd

  • Dr. Reddy's Laboratories Ltd

  • 10.75% The Tata Power Co Ltd (21-Aug-2022) **

  • Hindalco Industries Ltd

  • 5.77% GOI 2030 (03-Aug-2030)

  • Tech Mahindra Ltd

  • Petronet LNG Ltd

  • Gujarat State Petronet Ltd

  • Indostar Capital Finance Ltd (1Y SBI MCLR + 325 Bps) (02-Nov-2021) **

  • Union Bank of India (24-Feb-2021) **

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

  • Tata Consultancy Services Ltd

  • Grasim Industries Ltd

  • 7.27% GOI 2026 (08-Apr-2026) ^^

  • NTPC Ltd

  • Call, Cash & Other Assets

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

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

  • Indian Oil Corporation Ltd

  • 5.22% GOI 2025 (15-Jun-2025)

  • Voltas Ltd

  • Larsen & Toubro Ltd

  • Indian Hotels Co Ltd

  • Balkrishna Industries Ltd

  • Tata Motors Ltd

  • Tata Steel Ltd

  • Cadila Healthcare Ltd

  • Hindustan Petroleum Corporation Ltd

  • NHPC Ltd

  • Cholamandalam Financial Holdings Ltd

  • United Breweries Ltd

  • State Bank of India

  • PNB Housing Finance Ltd

  • Titan Co Ltd

  • Aditya Birla Fashion and Retail Ltd

  • Himatsingka Seide Ltd

  • 8.90% Vedanta Ltd (09-Dec-2021) **

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

  • 8.85% REC Ltd (16-Apr-2029) **

  • 6.95% Housing Development Finance Corporation Ltd (27-Apr-2023) **

  • Mahindra CIE Automotive Ltd

  • Jagran Prakashan Ltd

  • 6.18% GOI 2024 (04-Nov-2024)

  • 7.32% GOI 2024 (28-Jan-2024)

  • 5.79% GOI 2030 (11-May-2030)

  • Aditya Birla Fashion and Retail Ltd – Partly Paid

  • Globsyn Technologies Ltd **

  • Numero Uno International Ltd **

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  • Bank - Private

  • Miscellaneous

  • IT - Software

  • Power Generation/Distribution

  • Automobiles - Passenger Cars

  • Pharmaceuticals & Drugs

  • Telecommunication - Service Provider

  • Metal - Non Ferrous

  • Refineries

  • Industrial Gases & Fuels

  • Gas Transmission/Marketing

  • Diversified

  • Air Conditioners

  • Engineering - Construction

  • Hotel, Resort & Restaurants

  • Tyres & Allied

  • Automobiles-Trucks/Lcv

  • Steel & Iron Products

  • Finance - Investment

  • Breweries & Distilleries

  • Finance - Housing

  • Bank - Public

  • Diamond & Jewellery

  • Retailing

  • Textile

  • Forgings

  • Printing And Publishing

  • Unspecified

  • IT - Education

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Fund Manager

  • CARE AA-

  • Cash

  • CRISIL A1+

  • CRISIL AA

  • CRISIL AA+

  • CRISIL AA-

  • CRISIL AAA

  • Equity

  • ICRA AA-

  • Rights

  • SOVEREIGN

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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 ₹1,278.21 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 ₹0.49(0.4%)yesterday to ₹122.3556.

Among its top 3 holdings the fund has exposure to Infosys Ltd, and

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