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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: 2.09% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,054.78 Cr As on 31-03-2025(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.
NAV as on 16-04-2025

257.0184

1.08 (0.4189%)

CAGR Since Inception

13.65%

Benchmark: 12.22%

PERFORMANCE

Returns Type:
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End : 
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This Scheme
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vs
AK Hybrid Aggressive TRI
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Gold
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PPF
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  Period:  

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RETURNS ANALYSIS

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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 9.97
Sharpe Ratio 0.65
Alpha 3.39
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 8.4 18.97 13.54 20.06 10.85
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 16.79 21.49 14.32 19.88 12.04
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 12.15 17.71 11.17 18.03 11.2
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 11.67 21.67 14.3 18.37 -
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 11.32 21.16 14.27 22.26 -
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 11.16 18.08 12.05 20.28 -
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 10.87 20.55 15.23 23.01 11.46
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option 05-08-2018 10.16 14.75 8.16 16.14 -
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 10.02 23.42 17.09 26.5 14.82
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 9.84 20.43 15.1 21.6 11.55

Scheme Characteristics

Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

10.67%

Others

32.79%

Large Cap

50.03%

Mid Cap

6.51%

Scheme Documents

March 2025

Monthly Portfolio Disclosure - March 2025

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