Franklin India Equity Hybrid Fund - Growth - Direct Plan

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  • 0.41 %Nav, as on 27-06-2025

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  • Net Change on 27-06-2025

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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 2.44 7.48 8.46 20.38 20.96 14.93
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 8.46 20.38 20.96 0.98 2,187.18
SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth Jan 01, 2013 Unrated 13.36 18.52 18.90 0.73 75,639.24
ICICI Prudential Equity & Debt Fund - Direct Plan - Growth Jan 01, 2013 10.81 23.56 26.83 0.97 43,159.31
HDFC Hybrid Equity -Direct Plan - Growth Option Jan 01, 2013 7.48 17.95 20.43 1.04 24,460.63
DSP Aggressive Hybrid Fund - Direct Plan - Growth Jan 01, 2013 11.93 21.46 20.00 0.66 11,104.36
Canara Robeco Equity Hybrid Fund - Direct Plan - Growth Jan 01, 2013 9.61 18.90 19.06 0.57 10,948.91

Fund Holdings as on 31-May-2025

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Larsen & Toubro Ltd

  • Call, Cash & Other Assets

  • Axis Bank Ltd

  • Bharti Airtel Ltd

  • Infosys Ltd

  • Reliance Industries Ltd

  • 8.65% Bharti Telecom Ltd (05-Nov-2027)

  • 7.82% Bajaj Finance Ltd (31-Jan-2034) **

  • 8.10% ICICI Home Finance Co Ltd (05-Mar-2027) **

  • 7.97% Mankind Pharma Ltd (16-Nov-2027) **

  • 7.65% Poonawalla Fincorp Ltd (21-Apr-2027) **

  • 7.49% Small Industries Development Bank Of India (11-Jun-2029)

  • HCL Technologies Ltd

  • 7.21% Embassy Office Parks Reit (17-Mar-2028) **

  • Eternal Ltd

  • United Spirits Ltd

  • NTPC Ltd

  • Maruti Suzuki India Ltd

  • GAIL (India) Ltd

  • Ultratech Cement Ltd

  • 7.90% Bajaj Housing Finance Ltd (28-Apr-2028) **

  • Sun Pharmaceutical Industries Ltd

  • State Bank of India

  • Apollo Hospitals Enterprise Ltd

  • Tata Motors Ltd

  • PB Fintech Ltd

  • 8.75% Bharti Telecom Ltd (05-Nov-2029) **

  • HDFC Life Insurance Co Ltd

  • 7.96% Pipeline Infrastructure Ltd (11-Mar-2029) **

  • 7.87% Summit Digitel Infrastructure Ltd (15-Mar-2030) **

  • 7.44% National Bank For Agriculture & Rural Development (24-Feb-2028) **

  • 6.40% Jamnagar Utilities & Power Pvt Ltd (29-Sep-2026) **

  • 9.03% Credila Financial Services Ltd (04-Mar-2026) **

  • 6.40% LIC Housing Finance Ltd (30-Nov-2026) **

  • Crompton Greaves Consumer Electricals Ltd

  • Eris Lifesciences Ltd

  • Hindustan Unilever Ltd

  • Jubilant Foodworks Ltd

  • Lemon Tree Hotels Ltd

  • Intellect Design Arena Ltd

  • 0.00% REC Ltd (03-Nov-2034)

  • PNB Housing Finance Ltd

  • Sapphire Foods India Ltd

  • Tube Investments of India Ltd

  • 6.90% GOI 2065 (15-APR-2065)

  • Amber Enterprises India Ltd

  • Amara Raja Energy And Mobility Ltd

  • Tech Mahindra Ltd

  • Bharat Electronics Ltd

  • Metropolis Healthcare Ltd

  • Prestige Estates Projects Ltd

  • Indus Towers Ltd

  • V-Mart Retail Ltd

  • Marico Ltd

  • Interglobe Aviation Ltd

  • Kirloskar Oil Engines Ltd

  • Pearl Global Industries Ltd

  • Tata Steel Ltd

  • Chemplast Sanmar Ltd

  • 8.3774% Kotak Mahindra Investments Ltd (21-Jun-2027) **

  • Cholamandalam Investment and Finance Co Ltd

  • Teamlease Services Ltd

  • 7.44% Power Finance Corporation Ltd (11-Jun-2027) **

  • 7.61% LIC Housing Finance Ltd (30-Jul-2025) **

  • 7.68% Small Industries Development Bank Of India (10-Aug-2027)

  • 5.63% GOI 2026 (12-Apr-2026)

  • 7.10% Rajasthan SDL (26-Mar-2043)

  • 7.32% Chhattisgarh SDL (05-Mar-2037)

  • 7.32% West Bengal SDL (05-Mar-2038)

  • 7.08% Andhra Pradesh SDL (26-Mar-2037)

  • 7.38% GOI 2027 (20-Jun-2027)

  • Numero Uno International Ltd ** ^^

  • Globsyn Technologies Ltd ** ^^

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  • Miscellaneous

  • Bank - Private

  • IT - Software

  • Telecommunication - Service Provider

  • Engineering - Construction

  • Refineries

  • Consumer Food

  • Pharmaceuticals & Drugs

  • Hospital & Healthcare Services

  • e-Commerce

  • Breweries & Distilleries

  • Power Generation/Distribution

  • Industrial Gases & Fuels

  • Automobiles - Passenger Cars

  • Cement & Construction Materials

  • Bank - Public

  • Automobiles-Trucks/Lcv

  • Fintech

  • Insurance

  • Consumer Durables - Domestic Appliances

  • Household & Personal Products

  • Hotel, Resort & Restaurants

  • Finance - Housing

  • Auto Ancillary

  • Air Conditioners

  • Batteries

  • Defence

  • Construction - Real Estate

  • Retailing

  • Engineering - Industrial Equipments

  • Airlines

  • Textile

  • Steel & Iron Products

  • Chemicals

  • Finance - NBFC

  • Professional Services

  • IT - Education

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Fund Manager

  • CARE AA

  • CARE AAA

  • Cash

  • CRISIL AA+

  • CRISIL AAA

  • Equity

  • ICRA AAA

  • IND AAA

  • 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 01-Jan-2013 and currently has an AUM of ₹2,187.18 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 ₹1.29(0.41%)yesterday to ₹313.5827.

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

The Franklin India Equity Hybrid Fund is managed by Ajay Argal and Anuj Tagra.

Fund House Contact

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

022-67519100
022-66391282