Franklin India Equity Hybrid Fund Direct Growth

Franklin India Equity Hybrid Fund Direct Growth is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Chandni Gupta. This fund gives you the benefit of diversification.

1. Franklin India Equity Hybrid Fund Direct Growth has ₹2131 Cr worth of assets under management (AUM) as on Mar 2025 and is less than category average.
2. The fund has an expense ratio 1.
   

Franklin India Equity Hybrid Fund Direct Growth has given a CAGR return of 14.80% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 12.99%, 19.41% and 22.39% respectively.

Franklin India Equity Hybrid Fund Direct Growth has allocated its funds majorly in Corporate, Financial Services, Government, Consumer Cyclical, Industrial, Tech, Health, Communication, Basic Materials, Consumer Defensive, Utilities, Cash Equivalent, Energy, Real Estate.

As it is a aggressive allocation mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

The investment objective of the fund is to provide long-term growth of capital and current income by investing in equity and equity related securities and fixed income instruments.

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 500.00. Franklin India Equity Hybrid Fund Direct Growth has no lock in period.