Franklin India Equity Hybrid Fund - Growth - Regular Plan

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  • 0.11 %Nav, as on 16-09-2024

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  • Net Change on 16-09-2024

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Fund Overview Growth | Regular 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 - Growth 2.42 6.97 29.03 14.78 18.02 14.21
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 - Growth Dec 10, 1999 29.03 14.78 18.02 2.10 2,029.67
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth Jan 06, 1996 Unrated 24.05 11.81 16.18 1.40 73,405.39
ICICI Prudential Equity & Debt Fund - Growth Nov 03, 1999 34.67 22.19 24.09 1.59 40,095.35
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Feb 01, 1993 28.43 12.98 18.38 1.71 11,094.59
DSP Equity & Bond Fund- Regular Plan - Growth May 27, 1999 Unrated 30.20 13.49 18.41 1.74 10,322.86
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth Jul 29, 2015 26.82 13.15 17.36 1.72 9,380.60

Fund Holdings as on 31-August-2024

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • 7.58% National Bank For Agriculture & Rural Development (31-Jul-2026)

  • Infosys Ltd

  • Larsen & Toubro Ltd

  • Bharti Airtel Ltd

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

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

  • 7.835% Lic Housing Finance Ltd 11-May-27 **

  • Reliance Industries Ltd

  • Axis Bank Ltd

  • Call, Cash & Other Assets

  • HCL Technologies Ltd

  • State Bank of India

  • Zomato Ltd

  • 8.80% Bharti Telecom Ltd (21-Nov-2025) **

  • Tata Motors Ltd

  • NTPC Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • PB Fintech Ltd

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

  • United Spirits Ltd

  • Apollo Hospitals Enterprise Ltd

  • Sun Pharmaceutical Industries Ltd

  • 7.10% GOI 2034 (08-Apr-2034)

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

  • 8.45% HDFC Bank Ltd (18-May-2026) **

  • Jubilant Foodworks Ltd

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

  • Kirloskar Oil Engines Ltd

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

  • IndusInd Bank Ltd

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

  • HDFC Life Insurance Co Ltd

  • Marico Ltd

  • Maruti Suzuki India Ltd

  • Sapphire Foods India Ltd

  • Oil & Natural Gas Corporation Ltd

  • GAIL (India) Ltd

  • 7.43% Small Industries Development Bank Of India (31-Aug-2026)

  • 8.29% ONGC Petro Additions Ltd (25-Jan-2027) **

  • Bharat Electronics Ltd

  • Tech Mahindra Ltd

  • 8.10% Mahindra & Mahindra Financial Services Ltd (21-May-2026) **

  • Teamlease Services Ltd

  • Eris Lifesciences Ltd

  • Amara Raja Energy And Mobility Ltd

  • 5.63% GOI 2026 (12-Apr-2026)

  • Bharti Hexacom Ltd

  • 5.15% GOI 2025 (09-Nov-2025)

  • Lemon Tree Hotels Ltd

  • Tube Investments of India Ltd

  • Prestige Estates Projects Ltd

  • Ultratech Cement Ltd

  • Dalmia Bharat Ltd

  • SRF Ltd

  • Amber Enterprises India Ltd

  • SBI Cards and Payment Services Ltd

  • 7.50% National Bank For Agriculture & Rural Development (31-Aug-2026) **

  • Tata Steel Ltd

  • Metropolis Healthcare Ltd

  • Indus Towers Ltd

  • Pearl Global Industries Ltd

  • 7.54% Small Industries Development Bank Of India (12-Jan-2026) **

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

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

  • Intellect Design Arena Ltd

  • Chemplast Sanmar Ltd

  • Apeejay Surrendra Park Hotels Ltd

  • Affle India Ltd

  • Voltas Ltd

  • JK Lakshmi Cement Ltd

  • 360 One Wam Ltd

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

  • 7.40% HDFC Bank Ltd (02-Jun-2025) **

  • Piramal Pharma Ltd

  • Akums Drugs And Pharmaceuticals Ltd

  • 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

  • Consumer Food

  • Engineering - Construction

  • Pharmaceuticals & Drugs

  • Refineries

  • Engineering - Industrial Equipments

  • Hospital & Healthcare Services

  • Bank - Public

  • e-Commerce

  • Automobiles-Trucks/Lcv

  • Power Generation/Distribution

  • Consumer Durables - Domestic Appliances

  • Fintech

  • Cement & Construction Materials

  • Breweries & Distilleries

  • Insurance

  • Hotel, Resort & Restaurants

  • Automobiles - Passenger Cars

  • Chemicals

  • Industrial Gases & Fuels

  • Oil Exploration

  • Air Conditioners

  • Professional Services

  • Batteries

  • Cycles

  • Construction - Real Estate

  • Finance - NBFC

  • Steel & Iron Products

  • Textile

  • BPO/ITeS

  • Finance - Others

  • IT - Education

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Fund Manager

  • CARE AAA

  • Cash

  • CRISIL AA

  • CRISIL AA+

  • CRISIL AAA

  • Equity

  • 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 10-Dec-1999 and currently has an AUM of ₹2,029.67 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 ₹0.29(0.11%)yesterday to ₹269.089.

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

The Franklin India Equity Hybrid Fund is managed by Anuj Tagra and Chandni Gupta.

Fund House Contact

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

022-67519100
022-66391282