Overview (as on 09 Apr 2021)

NAV

₹167.2353

1y returns

50.664%

Fund AUM

₹1,374 Cr

Expense Ratio

1.2%

Min SIP

₹500

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Financial Services
30.74%
Tech
16.15%
Utilities
11.46%
Consumer
10.77%
Energy
6.45%
Communication
6.13%
Industrials
5.37%
Basic Materials
4.88%
Health
4.38%
Real Estate
2.27%
Defensive
1.39%
Size Breakup
Large Cap
74.95%
Mid Cap
22.36%
Small Cap
2.69%

Key Metrics

Yield to Maturity 

5.65%

Modified Duration 

1.81 yr

Sharpe Ratio 

0.51

Std deviation 

13.59%

Holdings

Fund Details

Investment Objectives
"The investment objective of Franklin India Balanced Fund is to provide long-term growth of capital and current income by investing in equity and equity related securities and fixed income instruments"
Scheme Name
Franklin India Equity Hybrid Fund - Direct - Growth
Scheme Document
Exit Load

For 0 - 1 Years: 1%

After 1 Years : 0%

Plan Started
01 January, 2013
Fund Manager
Pyari Menon
Fund House Details
Fund House
Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Email
NA
Phone
+912266490622/66490627
Address
Franklin Templeton Asset Management (India) Private Limited,Indiabulls Finance Centre; Tower 2, 12th and 13th Floor,Senapati Bapat Marg;,Elphinstone Road (W)

Other Related Plans

Peer Funds

Franklin India Equity Hybrid Fund - Direct - Gr...

NAV

₹167.2353

INDmoney Analysis

    warning

    Fund is in Top 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Indicative yields
    success

    Fund is in Top 20 percent in its Category

    Risk score is based upon:

    Market sensitivity
    Credit risk
    Underlying maturity
    success

    Fund has high quality bonds and commercial papers

    Credit Quality is based upon:

    Long term credit rating
    Credit rating outlook
    Probability of default

    Based on credit rating and modified duration of underlying instruments

Fund Managers

Pyari Menon
Pyari Menon

manager

Work Experience
"null"
Mayank Bukrediwala
Mayank Bukrediwala

manager

Work Experience
"null"
Lakshmikanth Reddy
Lakshmikanth Reddy

leader

Work Experience
"null"
Sachin Padwal-Desai
Sachin Padwal-Desai

manager

Work Experience
"null"
Umesh Sharma
Umesh Sharma

manager

Qualifications
B.com, CA, CS, CFA
Work Experience
"Vice President - Fixed Income (based at Mumbai). He is responsible for Investments and Fund Management. Schemes managed: He is co-fund manager to TIIF, TIIBA, TISTIP, TGSF, TICMA, TIIOF, TILDF and Debt portions of FTIBF, TICAP, TIPP, FTIMIP, FTCSF, FTCPOF & FTFTF Series. Prior assignments: Fixed Income, Religare Mutual Fund (2008- 2010), responsible for managing fixed income bond portfolios. Portfolio Manager- Fixed Income, Lotus India Mutual Fund (2006-2008), responsible for managing fixed income bond portfolios. Chief Manager, ICICI Bank (2005-2006), undertook analysing of investment opportunities in international USD bonds. Manager - Fixed Income, JM Financial Mutual Fund (2003-2005), undertook macro research in order to gauge interest rate trends & credit research. Primary Dealer, UTI Mutual Fund (2000-2003), involved in analyzing and recommending investments in debt and equity."
Krishna Natarajan
Krishna Natarajan

manager

Work Experience
"null"

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