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)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Franklin India Equity Hybrid Fund - Growth Plan
Portfolio Holdings
Sector Allocation
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 | - | - | - | - | - | - |