Franklin India Equity Hybrid Fund Direct Growth

Franklin India Equity Hybrid Fund Direct Growth

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Hybrid
Direct
Aggressive Allocation
NAV: ₹ 244.7 as on 08-12-2023
Fund Performance
zero opening, trading, fund transfer fee
69 people have invested ₹ 39.4L in Franklin India Equity Hybrid Fund Direct Growth in the last three months

Mutual Fund Insights

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Over the last 6 months, this fund has experienced a 11.6% growth in AUM moving from 1.38K Cr to 1.54K Cr.
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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.
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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%.
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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.
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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

  1. 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.
  2. The fund has an expense ratio 1.2.

Franklin India Equity Hybrid Fund Direct Growth Overview

Expense ratio
Expense ratio
1.18%
Benchmark
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
AUM
AUM
₹1546 Cr
Inception Date
Inception Date
1 January, 2013
Min Lumpsum/SIP
Min Lumpsum/SIP
₹5000/₹500
Exit Load
Exit Load
1%
Lock In
Lock In
No Lock-in
TurnOver
TurnOver
57.17%

Franklin India Equity Hybrid Fund Direct Growth Distribution as on (31-Oct-23)

  • Equity 66.3%

  • Debt & Cash 33.7%

Size breakup

Large cap
51.7%
Small cap
10.1%
Mid cap
4.5%
Sector Allocation

Oct'23

Sep'23

Aug'23

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

  • Debt & Cash

Equity Holdings43
Debt Holdings15

Franklin India Equity Hybrid Fund Direct Growth: Monthly Changes Updates

All changes are between Oct'69 and Dec'69
AUM Change
Parameters
Oct'23
Sep'23
Aug'23
AUM
₹ 1.5K Cr
₹ 1.5K Cr
₹ 1.5K Cr
  • 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

Franklin India Equity Hybrid Fund Direct Growth Fund Manager

Umesh Sharma
Umesh Sharma
Fund Manager of Franklin India Equity Hybrid Fund Direct Growth, since 1 February 2011
Sachin Padwal-Desai
Sachin Padwal-Desai
Fund Manager of Franklin India Equity Hybrid Fund Direct Growth, since 1 February 2011
Anand Radhakrishnan
Anand Radhakrishnan
Fund Manager of Franklin India Equity Hybrid Fund Direct Growth, since 6 September 2021

Franklin India Equity Hybrid Fund Direct Growth Highlights

Risk meter
pointer

Very High Risk

Investors understand that their principal will be at Very High Risk
About the fund

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

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

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%

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%
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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%