Franklin India Equity Hybrid Fund - Growth Plan
Category: Hybrid: Aggressive
Launch Date: 10-12-1999
AUM:
₹ 1,806.96 Cr
Expense Ratio
2.12%
Benchmark
CRISIL Hybrid 35+65 Aggressive TRI
ISIN
INF090I01817
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
Anuj Tagra, Chandni Gupta, Varun Sharma, Rajasa Kakulavarapu, Sandeep Manam
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Franklin India Equity Hybrid Fund - Growth Plan | 31.71 | 15.07 | 15.75 |
| Benchmark | - | - | - |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
251.5639
Last change
0.68 (0.2706%)
Fund Size (AUM)
₹ 1,806.96 Cr
Performance
14.05% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
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.
Fund Manager
Anuj Tagra, Chandni Gupta, Varun Sharma, Rajasa Kakulavarapu, Sandeep Manam
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC Bank Ltd. | 5.72 |
| ICICI Bank Ltd. | 4.93 |
| Others | 4.22 |
| Larsen & Toubro Ltd. | 3.53 |
| Infosys Ltd. | 3.07 |
| 7.58% National Bank For Agriculture & Rural Development 31/07/2026 | 2.93 |
| 8.1% ICICI Home Finance Company Ltd. 05/03/2027 | 2.82 |
| 7.82% Bajaj Finance Ltd. 31/01/2034 | 2.81 |
| 7.835% LIC Housing Finance Ltd. 11/05/2027 | 2.77 |
| Bharti Airtel Ltd. | 2.68 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 38.56 |
| Services | 7.81 |
| Energy | 7.17 |
| Technology | 6.72 |
| Capital Goods | 6.54 |
| Communication | 5.45 |
| Healthcare | 4.56 |
| Construction | 4.3 |
| Others | 4.22 |
| Automobile | 3.85 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Franklin India Equity Hybrid Gr | 15.75 |
| JM Aggressive Hybrid Gr | 24.04 |
| Bank of India Mid & Small Cap Equity & Debt Reg Gr | 24.55 |
| Quant Absolute Fund Gr | 25.46 |
| ICICI Pru Equity & Debt Gr | 21.16 |
| Invesco India Aggressive Hybrid Reg Gr | 14.94 |
| HSBC Aggressive Hybrid Fund Reg Gr | 14.95 |
| Mahindra Manulife Aggressive Hybrid Fund Reg Gr | 0.0 |
| Edelweiss Aggr Hybrid Plan B Gr | 17.82 |
| Edelweiss Aggr Hybrid Reg Gr | 17.75 |