Franklin India Equity Hybrid Fund - IDCW
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 Index
Total Assets: 2054.78 As on (31-03-2025)
Expense Ratio: 2.09% As on (31-03-2025)
Turn over: 81.00% | Exit Load: Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
NAV as on 25-04-2025
30.3949
-0.3009
CAGR Since Inception
12.16%
CRISIL Hybrid 35+65 Aggressive Index 12.22%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Franklin India Equity Hybrid Fund - IDCW | 7.61 | 11.45 | 16.65 | 9.15 | 12.16 |
| Benchmark | - | - | - | - | - |
| Hybrid: Aggressive | 7.48 | 13.81 | 20.27 | 11.36 | 12.95 |
Funds Manager
Anuj Tagra, Chandni Gupta, Varun Sharma, Rajasa Kakulavarapu, Sandeep Manam
RETURNS CALCULATORS for Franklin India Equity Hybrid Fund - IDCW
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 - IDCW
Portfolio Holdings
Sector Allocation
PEER COMPARISION of Franklin India Equity Hybrid Fund - IDCW
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Franklin India Equity Hybrid IDCW | 10-12-1999 | 7.61 | 19.5 | 11.45 | 16.65 | 9.15 |
| DSP Aggressive Hybrid Fund Reg Gr | 26-05-1999 | 16.96 | 22.9 | 16.07 | 20.28 | 12.72 |
| SBI Equity Hybrid Reg Gr | 01-12-1995 | 11.74 | 18.96 | 12.59 | 18.43 | 11.78 |
| Mahindra Manulife Aggressive Hybrid Fund Reg Gr | 19-07-2019 | 11.11 | 22.63 | 16.21 | 22.36 | 0.0 |
| Bandhan Aggr Hyb Fund Reg Gr | 05-12-2016 | 11.11 | 19.27 | 13.58 | 20.39 | 0.0 |
| Invesco India Aggressive Hybrid Reg Gr | 15-06-2018 | 10.74 | 22.47 | 15.61 | 18.56 | 0.0 |
| UTI Aggressive Hybrid Fund Reg Gr | 20-03-1995 | 10.48 | 21.35 | 16.94 | 23.31 | 12.02 |
| Axis Aggressive Hybrid Reg Gr | 05-08-2018 | 10.18 | 15.8 | 9.68 | 16.28 | 0.0 |
| PGIM India Hybrid Equity Gr | 29-01-2004 | 10.09 | 15.46 | 11.5 | 16.83 | 8.39 |
| Kotak Equity Hybrid Gr | 25-11-1999 | 9.87 | 18.3 | 13.96 | 22.04 | 12.17 |
Asset Allocation (%)
Key Performance and Risk Statistics of Franklin India Equity Hybrid Fund - IDCW
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Franklin India Equity Hybrid Fund - IDCW | 9.0 | 1.0 | 3.14 | 0.75 | 7.78 | 3.15 |
| Hybrid: Aggressive | - | - | - | - | - | - |