Franklin India Equity Hybrid Fund - Growth - Direct Plan

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Fund Overview Growth | Direct Plan

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  • Minimum Investment (₹)

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  • Exit Load (%)

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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 - Direct - Growth 3.66 9.63 51.95 19.05 13.82 15.81
CRISIL Hybrid 35+65 - Aggressive Index N/A N/A N/A N/A N/A N/A
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 - Direct - Growth Jan 01, 2013 51.95 19.05 13.82 1.19 1,469.98
SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth Jan 01, 2013 48.91 20.96 15.55 0.90 47,469.96
L&T Hybrid Equity Fund - Direct Plan-Growth Jan 01, 2013 Unrated 41.13 17.36 13.35 0.88 5,459.50
UTI - Hybrid Equity Fund -Direct Plan - Growth Jan 01, 2013 Unrated 57.13 18.15 13.29 1.37 4,247.33
Nippon India Equity Hybrid Fund - Direct Plan Growth Plan Jan 01, 2013 Unrated 52.14 10.19 9.78 1.26 3,643.30
Tata Hybrid Equity Fund -Direct Plan- Growth Jan 01, 2013 Unrated 46.47 18.08 12.07 1.03 3,450.95

Fund Holdings as on 30-September-2021

  • Call, Cash & Other Assets

  • Infosys Ltd

  • 5.15% GOI 2025 (09-Nov-2025) ~~~

  • Axis Bank Ltd

  • ICICI Bank Ltd

  • HDFC 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

  • Kotak Mahindra Bank Ltd

  • Embassy Office Parks REIT

  • Larsen & Toubro Ltd

  • Gujarat State Petronet Ltd

  • State Bank of India

  • Petronet LNG Ltd

  • Balkrishna Industries Ltd

  • Indian Oil Corporation Ltd

  • SBI Cards and Payment Services Ltd (08-Oct-2021)@

  • Voltas Ltd

  • NTPC Ltd

  • National Bank For Agriculture & Rural Development (18-Feb-2022) **

  • Housing Development Finance Corporation Ltd (28-Feb-2022) **@

  • Cholamandalam Financial Holdings Ltd

  • Hindalco Industries Ltd

  • Hindustan Unilever Ltd

  • PNB Housing Finance Ltd

  • NHPC Ltd

  • United Breweries Ltd

  • 5.63% GOI 2026 (12-Apr-2026)

  • Himatsingka Seide Ltd

  • Aditya Birla Fashion and Retail Ltd

  • Bharat Petroleum Corporation Ltd

  • Cadila Healthcare Ltd

  • City Union Bank Ltd

  • Jyothy Labs Ltd

  • Grasim Industries Ltd

  • Mahindra & Mahindra Ltd

  • Bajaj Auto Ltd

  • Nuvoco Vistas Corporation Ltd

  • 7.17% GOI 2028 (08-Jan-2028)

  • 6.64% GOI 2035 (16-Jun-2035)

  • 6.79% GOI 2027 (15-May-2027)

  • Indostar Capital Finance Ltd (1Y SBI MCLR + 225 Bps) (02-Nov-2021) **

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

  • Hindustan Petroleum Corporation Ltd

  • Tata Motors Ltd

  • 6.18% GOI 2024 (04-Nov-2024)

  • Westlife Development Ltd

  • Bharti Airtel Ltd - Rights Entitlement ##

  • 7.32% GOI 2024 (28-Jan-2024)

  • 5.22% GOI 2025 (15-Jun-2025)

  • Globsyn Technologies Ltd ** ^^

  • Numero Uno International Ltd ** ^^

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  • Bank - Private

  • Miscellaneous

  • IT - Software

  • Power Generation/Distribution

  • Telecommunication - Service Provider

  • Pharmaceuticals & Drugs

  • Refineries

  • Household & Personal Products

  • Engineering - Construction

  • Gas Transmission/Marketing

  • Bank - Public

  • Industrial Gases & Fuels

  • Tyres & Allied

  • Air Conditioners

  • Finance - Investment

  • Metal - Non Ferrous

  • Finance - Housing

  • Breweries & Distilleries

  • Textile

  • Retailing

  • Diversified

  • Automobiles - Passenger Cars

  • Automobile Two & Three Wheelers

  • Cement & Construction Materials

  • Automobiles-Trucks/Lcv

  • Finance - Others

  • IT - Education

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Fund Manager

  • CARE AA-

  • Cash

  • CRISIL A1+

  • CRISIL AAA

  • Equity

  • ICRA A1+

  • IND A1+

  • REITs & InvITs

  • Rights

  • SOVEREIGN

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About Franklin India Equity Hybrid Fund

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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 01-Jan-2013 and currently has an AUM of ₹1,469.98 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 ₹1.34(0.67%)yesterday to ₹200.3807.

Among its top 3 holdings the fund has exposure to Call, Cash & Other Assets, and

The Franklin India Equity Hybrid Fund is managed by Anand Radhakrishnan and Mayank Bukrediwala.

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