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Franklin India Equity Hybrid Fund Direct-Growth
| NAV as of Apr 23, 2025 | Returns since inception | ET Money Rank | VRO Ratings |
|---|---|---|---|
| ₹300.6578+0.58% 1 day change | 14.76% |   |
Historical NAV & returns
NAV: ₹300.6578 as on Apr 23, 2025
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Franklin India Equity Hybrid Fund overview
| VRO rating | |
| Expense ratio | 0.95% as on Mar 31, 2025 |
| Exit load | 1.0% Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.! |
| AUM (Fund size) | ₹2,055 Crs |
| Lock-in | No Lockin |
| Age | 12 yrs 3 m since Jan 01, 2013 |
| Benchmark | CRISIL Hybrid 35+65 Aggressive |
| Min. investment | SIP ₹500 & Lump. ₹5000 |
| Risk | Very High |
| Short term capital gains (STCG) | Returns taxed at 20% if you redeem before 1 year |
| Long term capital gains (LTCG) | After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year |
Franklin India Equity Hybrid Fund Returns calculator
Investment type
- Total investment ₹ 12 lakh
- Profit ₹12 lakhs
- Total corpus ₹1 lakh
- Absolute return 52.69%
Trailing returns as on Apr 24, 2025
| Period | This fund | Category average |
|---|---|---|
| 1 month | 2.7% | 2.86% |
| 3 months | 4.0% | 3.94% |
| 6 months | 0.85% | -0.22% |
| 1 year | 11.43% | 11.18% |
| 3 years | 16.72% | 15.77% |
| 5 years | 22.23% | 22.25% |
| 7 years | 13.8% | 13.69% |
| 10 years | 12.85% | 12.65% |
Asset allocationas on Mar 31, 2025
Large Cap 50.024403%
Mid Cap 6.512648999999999%
Small Cap 10.672947999999998%
Other Cap 0.0%
Top holdings
Top sectors
Financial 19.479999999999997%
Technology 6.989999999999999%
Energy 6.169999999999999%
Services 5.890000000000001%
AAA 15.68837236%
AA+ 8.1326544%
SOV 5.25909249%
AA 2.22873136%
Top Debt Holdings
Bharti Telecom Ltd. 4.3%
Mankind Pharma Ltd. 2.54%
Bajaj Finance Ltd. 2.49%
ICICI Home Finance Company Ltd. 2.47%
Allocation by Instruments
Debenture 15.328970079999998%
Non Convertible Debenture 5.02150173%
State Development Loan 3.7268472099999994%
Bonds 3.15676592%
Other Holdings
Others 1.48%
Peer comparison
Key risk & return ratios Compared to other funds in the category
About this fund
More funds from Franklin Templeton Mutual Fund
Frequently asked questions
ET Money rank
#NA
- Volatility Protection: This fund is one of the best in protecting against volatility in it's category.
- Return Outperformance: This fund has generated highest return amongst Aggressive Hybrid funds in the last 10 Years.
- Chance: This fund has generated a 11.0% annual return in 70% of times for investors holding for at least 5 years.
- Return/Risk: For every unit of risk this fund takes, it produces 20% more returns.
- Age: This is the 2nd oldest Aggressive Hybrid fund.
- Exit Load: Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.