Franklin India Equity Hybrid Fund - Growth Plan

Fund House: Franklin Templeton Mutual Fund

Category: Hybrid: Aggressive

Status: Open Ended Schemes

Launch Date: 10-12-1999

Minimum Investment: 5000.0

Asset Class: Mixed Asset

Minimum Topup: 1000.0

Benchmark: CRISIL Hybrid 35+65 Aggressive TRI

Total Assets: 1781.56598 As on (30-04-2024)

Expense Ratio: 2.14% As on (30-04-2024)

Turn over: 81.00% | Exit Load: For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year

NAV as on 17-05-2024

243.4137

1.7724

CAGR Since Inception

13.95%

CRISIL Hybrid 35+65 Aggressive TRI 12.48%

PERFORMANCE

Scheme Performance  (%) 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

Funds Manager

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

RETURNS CALCULATORS for Franklin India Equity Hybrid Fund - Growth Plan

Growth of 10000 In SIP (Fund vs Benchmark)

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Period

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of Franklin India Equity Hybrid Fund - Growth Plan

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of Franklin India Equity Hybrid Fund - Growth Plan

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Franklin India Equity Hybrid Gr 10-12-1999 31.91 21.55 15.89 15.64 13.95
JM Aggressive Hybrid Gr 01-04-1995 57.99 35.42 24.12 20.37 14.07
Bank of India Mid & Small Cap Equity & Debt Reg Gr 05-07-2016 49.32 28.04 23.91 23.54 0.0
ICICI Pru Equity & Debt Gr 05-11-1999 38.74 25.28 24.09 21.28 17.22
Quant Absolute Fund Gr 21-03-2001 37.27 22.96 20.27 25.45 18.42
Invesco India Aggressive Hybrid Reg Gr 15-06-2018 33.2 21.98 15.93 14.23 0.0
Edelweiss Aggr Hybrid Plan B Gr 16-06-2009 33.12 23.35 19.5 17.52 13.97
Edelweiss Aggr Hybrid Reg Gr 12-08-2009 33.04 23.2 19.41 17.46 13.92
Mahindra Manulife Aggressive Hybrid Fund Reg Gr 19-07-2019 32.94 22.06 18.2 0.0 0.0
HSBC Aggressive Hybrid Fund Reg Gr 30-01-2013 32.75 21.41 15.1 14.56 13.61

Asset Allocation (%)

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 - - - - - -