Hybrid
Direct
Aggressive Allocation
NAV as on 06-12-2024
₹ 306.12
▲0.1%
1D
Inception Returns
15.5%
/yr
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.
Franklin India Equity Hybrid Fund Direct Growth has given a CAGR return of 15.45% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 25.28%, 17.20% and 18.31% respectively.
Franklin India Equity Hybrid Fund Direct Growth has allocated its funds majorly in Corporate, Financial Services, Consumer Cyclical, Industrial, Government, Tech, Health, Communication, Cash Equivalent, Basic Materials, Consumer Defensive, Energy, Utilities, 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 15%For long term (more than 1 year) capital gains will be taxed at 10% without indexation benefitGains 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.
Expense ratio | 1.01% |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
AUM | ₹2014 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹5000/₹500 |
Exit Load | 1.0% |
Lock In | No Lock-in |
TurnOver | 45.59% |
STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
Risk | Very High Risk |
as on (06-Dec-24)
as on (31-Oct-24)
Top 3 Sectors in October were Corporate, Financial Services & Government
Franklin India Equity Hybrid Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 2.24% | 2.24% |
6 Month Returns | 10.45% | 10.45% |
1 Year Returns | 25.28% | 25.28% |
3 Years Returns | 60.97% | 17.2% |
5 Years Returns | 131.78% | 18.31% |
AAA | 77.62 |
AA | 22.38 |