Franklin India Equity Hybrid Fund Direct Growth
Hybrid
Direct
Aggressive Allocation
NAV: ₹ 244.7 as on 08-12-2023
Fund Performance
69 people have invested ₹ 39.4L in Franklin India Equity Hybrid Fund Direct Growth in the last three months
Mutual Fund Insights
Over the last 6 months, this fund has experienced a 11.6% growth in AUM moving from 1.38K Cr to 1.54K Cr.
In the last 3 years, ICICI Prudential Equity & Debt Fund Direct Plan Growth has given 27.04% return, outperforming this fund by 9.76% per annum.
This fund expense ratio is slightly on the lower side within the category (aggressive allocation). Its expense ratio is 1.18% which is lower than the category average expense ratio of 1.29%.
In the last 5 years, Quant Absolute Fund Growth Option Direct Plan has given 23.49% return, outperforming this fund by 8.16% per annum.
In the last 1 year, ICICI Prudential Equity & Debt Fund Direct Plan Growth has given 23.15% return, outperforming this fund by 5.87%.
About the 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 Umesh Sharma, Sachin Padwal-Desai, Anand Radhakrishnan. This fund gives you the benefit of diversification.
Key Parameters
- Franklin India Equity Hybrid Fund Direct Growth has ₹1546 Cr worth of assets under management (AUM) as on Oct 2023 and is less than category average.
- The fund has an expense ratio 1.2.
Franklin India Equity Hybrid Fund Direct Growth Overview
 | 1.18% |
 Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
 | ₹1546 Cr |
 | 1 January, 2013 |
 | ₹5000/₹500 |
 Exit Load | 1% |
 | No Lock-in |
 TurnOver | 57.17% |
Franklin India Equity Hybrid Fund Direct Growth Distribution as on (31-Oct-23)
Size breakup
Large cap
51.7%
Small cap
10.1%
Mid cap
4.5%
Sector Allocation
Financial Services
28.9%
Industrial
16.2%
Consumer Cyclical
13.6%
Tech
10%
Consumer Defensive
6.5%
Utilities
5.8%
Health
5.2%
Basic Materials
5.1%
Energy
4.6%
Communication
4.1%
Top Holdings of Franklin India Equity Hybrid Fund Direct Growth as on (30-Nov-23)
Equity Holdings43
Debt Holdings15
Holdings | Weight% | 1M Change | |
|---|---|---|---|
 ICICI Bank Ltd | 5.24% | 0% | |
 HDFC Bank Ltd | 5.1% | 0% | |
 Larsen & Toubro Ltd | 3.82% | 0% | |
 Infosys Ltd | 3.33% | 0% | |
 Axis Bank Ltd | 2.7% | 0% |
See all
Franklin India Equity Hybrid Fund Direct Growth: Monthly Changes Updates
All changes are between Oct'69 and Dec'69
AUM Change
- AUM of the fund stands at 1.5K Cr as of Oct'23
- AUM decreased by 37.9 Cr between Oct'23 and Sep'23
Fund Portfolio Changes
Peer Analysis
Franklin India Equity Hybrid Fund Direct Growth Fund Manager
Umesh Sharma
Fund Manager of Franklin India Equity Hybrid Fund Direct Growth, since 1 February 2011
Top funds managed
Sachin Padwal-Desai
Fund Manager of Franklin India Equity Hybrid Fund Direct Growth, since 1 February 2011
Top funds managed
Anand Radhakrishnan
Fund Manager of Franklin India Equity Hybrid Fund Direct Growth, since 6 September 2021
Top funds managed
Franklin India Equity Hybrid Fund Direct Growth Highlights
Very High Risk
Investors understand that their principal will be at Very High Risk
About the fund
This fund has delivered an average annual returns of 14.6% since inception which is more than its category average return of 12.22%
Fund Allocations
This fund has an allocation of 66.3% in Equity, 21.49% in Debt and 12.2% in Cash related instruments
AUM size ₹1546 Cr
This fund has AUM of ₹1546 Cr which is less than its category average of ₹ 4328 Cr
Expense Ratio 1.18%
This fund has an expense ratio of 1.18% which is less than its category average expense ratio of 1.54%
Frequently Asked Questions
The current NAV of Franklin India Equity Hybrid Fund Direct Growth is ₹244.74 as on 08-Dec-2023.
Existing (Absolute + CAGR) as on 08-Dec-2023.
Franklin India Equity Hybrid Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 5.7% | 5.7% |
6 Month Returns | 15.59% | 15.59% |
1 Year Returns | 17.27% | 17.27% |
3 Years Returns | 61.33% | 17.28% |
5 Years Returns | 103.97% | 15.32% |
With INDmoney, the process of investing is very simple and involves zero commission.
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
1.18% as on November 2023
₹1546 Cr as on November 2023
ICICI Bank Ltd(5.24%), HDFC Bank Ltd(5.1%), 5.63% Govt Stock 2026(4.28%), Larsen & Toubro Ltd(3.82%), 5.74% Govt Stock 2026(3.36%) as on November 2023
Financial Services(19.16%), Government(17.85%), Industrial(10.71%) as on November 2023
AAA | 100 |
Umesh Sharma, Sachin Padwal-Desai, Anand Radhakrishnan are the fund managers of Franklin India Equity Hybrid Fund Direct Growth
The Exit load of Franklin India Equity Hybrid Fund Direct Growth is 1%