Franklin India Equity Hybrid Fund - Growth Plan
(Erstwhile Franklin India Balanced Fund-Growth Plan)
Fund House: Franklin Templeton Mutual Fund| Category: Hybrid: Aggressive |
| Launch Date: 10-12-1999 |
| Asset Class: Mixed Asset |
| Benchmark: CRISIL Hybrid 35+65 Aggressive TRI |
| TER: 2.11% As on (30-06-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,901.46 Cr As on (30-06-2024) |
| Turn over: 30.22% | Exit Load: Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year. |
263.1182
2.76 (1.0485%)
14.19%
Benchmark: 12.67%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
5 Years 6 Months
7 Years 9 Months
10 Years 9 Months
16 Years 8 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks to achieve long-term capital appreciation with stability of investment and current income from a balanced portfolio of high quality equity and fixed-income securities.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 9.21 |
| Sharpe Ratio | 0.91 |
| Alpha | 3.59 |
| Beta | 0.94 |
| Yield to Maturity | 7.77 |
| Average Maturity | 2.71 |
PEER COMPARISON
Scheme Characteristics
Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
10.4%
Others
25.97%
Large Cap
49.57%
Mid Cap
8.67%
