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 Index |
| TER: 2.1% As on (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5,000 |
| Minimum Topup: 1,000 |
| Total Assets: 1,945.03 Cr As on 28-02-2025(Source:AMFI) |
| 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. |
255.5649
-0.57 (-0.2232%)
13.66%
Benchmark: 12.22%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Hybrid Aggressive 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
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 | 9.74 |
| Sharpe Ratio | 0.66 |
| Alpha | 3.11 |
| Beta | 0.98 |
| Yield to Maturity | 7.78 |
| Average Maturity | 3.15 |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Franklin India Equity Hybrid Fund - Growth Plan | 10-12-1999 | 8.64 | 20.4 | 14.59 | 21.32 | 11.1 |
| DSP Aggressive Hybrid Fund- Regular Plan - Growth | 26-05-1999 | 16.96 | 23.81 | 14.94 | 20.48 | 12.47 |
| Invesco India Aggressive Hybrid Fund - Regular Plan - Growth | 15-06-2018 | 11.87 | 23.6 | 14.89 | 19.01 | - |
| Bandhan Aggressive Hybrid Fund-Regular Plan Growth | 05-12-2016 | 11.63 | 19.54 | 12.34 | 21.61 | - |
| Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | 19-07-2019 | 11.61 | 23.14 | 14.78 | 22.79 | - |
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
10.15%
Others
32.76%
Large Cap
49.42%
Mid Cap
7.69%
