Scheme Overview

Franklin India Equity Hybrid Fund - Growth Plan

(Erstwhile Franklin India Balanced Fund-Growth Plan)

Category: Hybrid: Aggressive
Launch Date: 10-12-1999
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive TRI
Expense Ratio: 2.14% As on ( 30-04-2024)
Status: Open Ended
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,781.57 Cr As on ( 30-04-2024)
Turn over: 27.61
NAV as on 17-05-2024

243.4137

1.77 ( 0.7281% )

CAGR Since Inception

13.95%

CRISIL Hybrid 35+65 Aggressive TRI

12.48%

PERFORMANCE of Franklin India Equity Hybrid Fund - Growth Plan

Scheme Performance (%) Data as on - 17-05-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Franklin India Equity Hybrid Fund - Growth Plan 31.91 15.89 15.64 13.95 13.95
Benchmark - - - - -
Hybrid: Aggressive 29.95 16.21 15.66 13.44 13.63

Yearly Performance (%)

Fund Managers

Anuj Tagra, Chandni Gupta, Varun Sharma, Rajasa Kakulavarapu, Sandeep Manam

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.

RETURNS CALCULATOR for Franklin India Equity Hybrid Fund - Growth Plan

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Franklin India Equity Hybrid Fund - Growth Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Franklin India Equity Hybrid Fund - Growth Plan 9.3 1.13 3.08 0.76 7.68 1.95
Hybrid: Aggressive - - - - - -

PEER COMPARISION of Franklin India Equity Hybrid Fund - Growth Plan

Period :
Data as on - 17-05-2024
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Franklin India Equity Hybrid Fund - Growth Plan 10-12-1999 31.91 21.55 15.89 15.64 13.95
JM Aggressive Hybrid Fund (Regular) -Growth Option 01-04-1995 57.99 35.42 24.12 20.37 14.07
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 05-07-2016 49.32 28.04 23.91 23.54 0.0
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 38.74 25.28 24.09 21.28 17.22
Quant Absolute Fund - Growth Option - Regular Plan 21-03-2001 37.27 22.96 20.27 25.45 18.42
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 33.2 21.98 15.93 14.23 0.0
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 33.12 23.35 19.5 17.52 13.97
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 33.04 23.2 19.41 17.46 13.92
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 32.94 22.06 18.2 0.0 0.0
HSBC Aggressive Hybrid Fund - Regular Growth 30-01-2013 32.75 21.41 15.1 14.56 13.61

PORTFOLIO ANALYSIS of Franklin India Equity Hybrid Fund - Growth Plan

Asset Allocation (%)

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NSE India (National Stock Exchange of India Ltd)
[NSE: MFS77440]
AMFI (Association of Mutual Funds in India) Certified Mutual Fund Distributor. ARN No. 77440

Initial Registration on - 22.10.2009 | Valid till - 30.11.2026

Mutual Fund investments are subject to market risks, read all scheme related documents carefully before investing.