Franklin India Equity Hybrid Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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  • Benchmark

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  • Minimum Addl 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 -21.93 -24.69 -21.76 -3.36 0.64 11.66
CRISIL Hybrid 35+65 - Aggressive Index -18.43 -21.09 -16.11 0.54 3.65 6.48
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 -21.76 -3.36 0.64 2.17 1,664.33
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth Jan 06, 1996 -15.14 1.39 3.51 1.62 32,469.68
ICICI Prudential Equity & Debt Fund - Growth Nov 03, 1999 -23.43 -3.51 2.20 1.73 20,611.45
HDFC Hybrid Equity Fund-Growth Apr 06, 2005 -24.97 -6.32 -1.30 1.79 18,935.02
Aditya Birla Sun Life Equity Hybrid'95 Fund - Regular Plan-Growth Feb 10, 1995 Unrated -27.31 -6.92 -0.54 1.82 8,944.95
Nippon India Equity Hybrid Fund - Growth Plan Jun 10, 2005 Unrated -38.06 -10.61 -2.97 1.79 6,937.17

Fund Holdings as on 29-February-2020

  • Axis Bank Ltd

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

  • 7.57% GOI 2033 (17-Jun-2033)

  • HDFC Bank Ltd

  • ICICI Bank Ltd

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

  • Bharti Airtel Ltd

  • Infosys Ltd

  • Power Grid Corporation of India Ltd

  • Nestle India Ltd

  • Dr. Reddy's Laboratories Ltd

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

  • Kotak Mahindra Bank Ltd

  • Grasim Industries Ltd

  • Mahindra & Mahindra Ltd

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

  • Colgate Palmolive (India) Ltd

  • Petronet LNG Ltd

  • Embassy Office Parks REIT

  • Tech Mahindra Ltd

  • Gujarat State Petronet Ltd

  • Hindalco Industries Ltd

  • Indian Oil Corporation Ltd

  • NTPC Ltd

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

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

  • Balkrishna Industries Ltd

  • United Breweries Ltd

  • Indian Hotels Co Ltd

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

  • State Bank of India

  • Voltas Ltd

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

  • Call, Cash & Other Assets

  • Aditya Birla Fashion and Retail Ltd

  • Hindustan Petroleum Corporation Ltd

  • Tata Steel Ltd

  • Tata Motors Ltd

  • Larsen & Toubro Ltd

  • PNB Housing Finance Ltd

  • Bajaj Auto Ltd

  • Cholamandalam Financial Holdings Ltd

  • Cadila Healthcare Ltd

  • Titan Co Ltd

  • Himatsingka Seide Ltd

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

  • Jagran Prakashan Ltd

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

  • 8.85% REC Ltd (16-Apr-2029) **

  • Apollo Tyres Ltd

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

  • Mahindra CIE Automotive Ltd

  • 8.97% REC Ltd (28-Mar-2029)

  • 8.80% REC Ltd (14-May-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

  • Telecommunication - Service Provider

  • Pharmaceuticals & Drugs

  • Consumer Food

  • Refineries

  • Diversified

  • Automobiles - Passenger Cars

  • Household & Personal Products

  • Industrial Gases & Fuels

  • Gas Transmission/Marketing

  • Metal - Non Ferrous

  • Tyres & Allied

  • Breweries & Distilleries

  • Hotel, Resort & Restaurants

  • Air Conditioners

  • Bank - Public

  • Retailing

  • Steel & Iron Products

  • Automobiles-Trucks/Lcv

  • Engineering - Construction

  • Finance - Housing

  • Automobile Two & Three Wheelers

  • Finance - Investment

  • Diamond & Jewellery

  • Textile

  • 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 ₹1,664.33 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 down ₹-1.57(-1.64%)yesterday to ₹94.1956.

Among its top 3 holdings the fund has exposure to Axis Bank 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

Fund Manager

  • CARE AA(CE)

  • CARE AA-

  • CARE AAA

  • Cash

  • CRISIL AA

  • CRISIL AA+

  • CRISIL AA-

  • CRISIL AAA

  • Equity

  • ICRA AA

  • ICRA AA+

  • ICRA AA-

  • REITs & InvITs

  • SOVEREIGN

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