Great! You have sucessfully subscribed for newsletters for investments
Subscribed email:
Franklin India Equity Hybrid Fund Direct-Growth
| NAV as of Jun 05, 2025 | Returns since inception | ET Money Rank | AUM (Fund size) |
|---|---|---|---|
| ₹307.8761+0.46% 1 day change | 14.82% |   | ₹2,131 Crs |
Historical NAV & returns
NAV: ₹307.8761 as on Jun 05, 2025
Loading...
Franklin India Equity Hybrid Fund overview
| Expense ratio | 0.98% as on May 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) | ₹2,131 Crs |
| Lock-in | No Lockin |
| Age | 12 yrs 5 m since Jan 01, 2013 |
| Benchmark | CRISIL Hybrid 35+65 Aggressive Index |
| 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 Jun 06, 2025
| Period | This fund | Category average |
|---|---|---|
| 1 Month | 2.91% | 3.84% |
| 3 Months | 9.09% | 10.17% |
| 6 Months | 0.57% | 0.05% |
| 1 Year | 11.09% | 10.93% |
| 2 Years | 20.69% | 19.83% |
| 3 Years | 18.62% | 18.06% |
| 4 Years | 14.3% | 14.77% |
| 5 Years | 20.69% | 21.02% |
| 7 Years | 14.01% | 14.18% |
| 10 Years | 13.18% | 13.0% |
Asset allocationas on Apr 30, 2025
Large Cap 50.934143999999996%
Mid Cap 6.346619999999999%
Small Cap 9.879235999999999%
Other Cap 0.0%
Top holdings
Top sectors
Financial 19.65%
Services 7.33%
Technology 6.619999999999999%
Energy 6.4%
AAA 17.77709357%
AA+ 6.13377502%
SOV 4.14096527%
Cash & Call Money 2.61785318%
Top Debt Holdings
Bharti Telecom Ltd. 2.48%
Bajaj Finance Ltd. 2.43%
ICICI Home Finance Company Ltd. 2.4%
Mankind Pharma Ltd. 2.39%
Allocation by Instruments
Debenture 13.132533650000001%
Non Convertible Debenture 7.23341799%
Bonds 3.32697565%
State Development Loan 2.7984995899999996%
Other Holdings
Others 2.62%
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 11.03% 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.