Franklin India Equity Hybrid Fund – Direct Growth

Hybrid · Aggressive Hybrid
 · ★★★★
₹ 500
Min SIP
₹ 5,000
Min Lumpsum
1.07 %
Expense Ratio
★★★★
Rating
1,901
Fund Size (in Cr)
12 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 26 July 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 32.2% 17.1% 18.4% 15.6%
Category Average 19.6% 13.9% 14.6% -

Scheme Allocation

By Holding
By Sector
By Asset
5.98%
5.01%
3.25%
2.68%
Others
79.84%
View all Holdings
Holdings Sector Instrument Asset
HDFC Bank Banks Equity 5.98%
ICICI Bank Banks Equity 5.01%
Larsen & Toubro Infrastructure Developers & Operators Equity 3.25%
Infosys IT - Software Equity 3.25%
Axis Bank Banks Equity 2.68%
Bharti Airtel Telecomm-Service Equity 2.68%
Reliance Industr Refineries Equity 2.67%
St Bk of India Banks Equity 2.17%
Zomato Ltd E-Commerce/App based Aggregator Equity 2.11%
HCL Technologies IT - Software Equity 2.09%
Crompton Gr. Con Consumer Durables Equity 1.73%
Tata Motors Automobile Equity 1.73%
NTPC Power Generation & Distribution Equity 1.7%
Sun Pharma.Inds. Pharmaceuticals Equity 1.56%
PB Fintech. IT - Software Equity 1.56%
United Spirits Alcoholic Beverages Equity 1.54%
Kirloskar Oil Capital Goods-Non Electrical Equipment Equity 1.52%
Apollo Hospitals Healthcare Equity 1.38%
IndusInd Bank Banks Equity 1.37%
Bharat Electron Aerospace & Defence Equity 1.29%
Marico Edible Oil Equity 1.18%
Jubilant Food. Quick Service Restaurant Equity 1.17%
Maruti Suzuki Automobile Equity 1.14%
Sapphire Foods Quick Service Restaurant Equity 1.13%
HDFC Life Insur. Insurance Equity 1.06%
GAIL (India) Gas Distribution Equity 1.04%
Tech Mahindra IT - Software Equity 0.95%
O N G C Crude Oil & Natural Gas Equity 0.94%
Team Lease Serv. Miscellaneous Equity 0.9%
Prestige Estates Realty Equity 0.87%
Amara Raja Ener. Auto Ancillaries Equity 0.83%
Bharti Hexacom Telecomm-Service Equity 0.76%
Tube Investments Steel Equity 0.76%
Metropolis Healt Healthcare Equity 0.75%
ERIS Lifescience Pharmaceuticals Equity 0.73%
Tata Steel Steel Equity 0.72%
UltraTech Cem. Cement Equity 0.71%
Amber Enterp. Consumer Durables Equity 0.68%
SBI Cards Finance Equity 0.67%
Dalmia BharatLtd Cement Equity 0.65%
Affle India IT - Software Equity 0.57%
Hind.Aeronautics Aerospace & Defence Equity 0.55%
Voltas Consumer Durables Equity 0.54%
Lemon Tree Hotel Hotels & Restaurants Equity 0.54%
SRF Chemicals Equity 0.51%
Apeejay Surrend. Hotels & Restaurants Equity 0.47%
JK Lakshmi Cem. Cement Equity 0.41%
Intellect Design IT - Software Equity 0.14%
Numero Uno Intl - Equity 0%
Globsyn Techno - Equity 0%
Debt
26.03%
Banks
16.91%
IT-Software
5.85%
Cash & Others
4.22%
Construction
3.53%
Others
43.46%
View all Sectors
Sectors Asset
Debt 26.03%
Banks 16.91%
IT-Software 5.85%
Cash & Others 4.22%
Construction 3.53%
Aerospace & Defense 3.51%
Telecom-Services 3.42%
Automobiles 3.18%
Leisure Services 2.98%
Consumer Durables 2.7%
Petroleum Products 2.57%
Pharmaceuticals & Biotech 2.44%
Healthcare Services 2.13%
Retailing 1.98%
Power 1.7%
Gas 1.7%
Cement & Cement Products 1.69%
Industrial Products 1.63%
Financial Technology (Fin 1.52%
Beverages 1.48%
Agricultural Food & other 1.21%
Oil 1.2%
Insurance 1.03%
IT-Services 0.87%
Realty 0.77%
Ferrous Metals 0.73%
Transport Services 0.7%
Finance 0.67%
Auto Components 0.67%
Commercial Services & Sup 0.63%
Household Products 0.35%
Equity
68.66%
Corporate Debentures
24.4%
Net Curr Ass/Net Receivables
5.38%
Govt Securities / Sovereign
1.57%
Others
0%

Advance Ratio

4.27
Alpha
2.66
SD
0.65
Beta
1.01
Sharpe

Exit Load

Exit Load Upto 10% of the units may be redeemed without any exit load within 1 year from the date of allotment. 1.00% - If redeemed on or before limit shall be 1 year from the date of allotment Nil - If redeemed after 1 year from the date of allotment.

Fund Objective

To provide long-term growth of capital and current income by investing in equity and equity related securities and high quality fixed income instruments.

Fund Managers

Rajasa Kakulavarapu - Fund Manager

Mr Rajasa Kakulavarapu, who was born in India and brought up in Singapore, has been in the fund management field for more than 15 years, working extensively with Franklin Templeton’s Singapore office. He is currently the fund manager of the Franklin Templeton Mutual Fund. His previous jobs included working as the head of research in a leading asset management company with two Indian-based companies. He was a stock analyst with an Indian brokerage company before that. He is a CFA charter holder, a Certified Financial Planner, and holds a Bachelor of Commerce degree.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Address:
Tower 2, 12th and 13h Floor, Senapati Bapat Marg, Elphinstone Road(West), Mumbai-400013
Contact:
022-67519100
Email ID:
service@franklintempleton.com

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Frequently Asked Questions

How to invest in Franklin India Equity Hybrid Fund – Direct Growth ?

You can invest in Franklin India Equity Hybrid Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Franklin India Equity Hybrid Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Franklin India Equity Hybrid Fund – Direct Growth ?

The NAV of Franklin India Equity Hybrid Fund – Direct Growth is ₹297.5 as of 26 July 2024.

How to redeem Franklin India Equity Hybrid Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Franklin India Equity Hybrid Fund – Direct Growth?

The minimum SIP amount of Franklin India Equity Hybrid Fund – Direct Growth is ₹500

What are the top sectors Franklin India Equity Hybrid Fund – Direct Growth has invested in?

The top sectors Franklin India Equity Hybrid Fund – Direct Growth has invested in are
  1. Debt - 26.03%
  2. Banks - 16.91%
  3. IT-Software - 5.85%
  4. Cash & Others - 4.22%
  5. Construction - 3.53%

Can I make investments in both the SIP and Lump Sum schemes of Franklin India Equity Hybrid Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of Franklin India Equity Hybrid Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have Franklin India Equity Hybrid Fund – Direct Growth generated ?

The Franklin India Equity Hybrid Fund – Direct Growth has delivered 15.6% since inception

What is the expense ratio of Franklin India Equity Hybrid Fund – Direct Growth ?

The expense ratio of Franklin India Equity Hybrid Fund – Direct Growth is 1.07 % as of 26 July 2024.

What is the AUM of Franklin India Equity Hybrid Fund – Direct Growth?

The AUM of Franklin India Equity Hybrid Fund – Direct Growth is ₹66,920 Cr as of 26 July 2024

What are the top stock holdings of Franklin India Equity Hybrid Fund – Direct Growth?

The top stock holdings of Franklin India Equity Hybrid Fund – Direct Growth are
  1. HDFC Bank - 5.98%
  2. ICICI Bank - 5.01%
  3. Larsen & Toubro - 3.25%
  4. Infosys - 3.25%
  5. Axis Bank - 2.68%

How can I redeem my investments in Franklin India Equity Hybrid Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Franklin India Equity Hybrid Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
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