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Franklin India Equity Hybrid Fund

Franklin India Equity Hybrid Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

10.46

as on 06 Jul 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 13,486 today.

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NAV Performance

Franklin India Equity Hybrid Fund performance graph for last 3 years
Performance of Franklin India Equity Hybrid Fund for last 3 Years

Fund Information

  • ₹ 164.575

    as on 06 Jul 2022
  • Regular - Growth

  • 9 / 33

  • ₹ 5,000

  • ₹ 1,410 Cr.

    as on 31 Dec 2021
  • 2.31%

  • 10 Dec 1999

  • Hybrid - Aggressive Hybrid Fund

  • Nifty 50

  • Franklin Templeton Mutual Fund

    Show All Funds

Highlights of this fund

Franklin India Equity Hybrid Fund is an Open-ended Hybrid Fund. The fund belongs to Aggressive Hybrid Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 10 Dec 1999. This fund is offered by one of the top AMC (Assets Management Company) Franklin Templeton Mutual Fund. You can also view here all other Hybrid funds offered by Franklin Templeton Mutual Fund.

Latest NAV of the fund is ₹ 164.575 as on 06 Jul 2022.

This fund has 22 years of track record. Since 30 Nov 2021 expense ratio of this fund is 2.31%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund Objective

To provide long- term growth of capital and current income by investing in equity and equity related securities and high quality fixed income instruments.

List of Fund Managers of Franklin India Equity Hybrid Fund

  • About Rajasa Kakulavarapu

    Picture of Rajasa  Kakulavarapu
  • About Mayank Bukrediwala

    Picture of Mayank  Bukrediwala
  • About Anand Radhakrishnan

    Picture of Anand RadhakrishnanMr. Radhakrishnan is a B.Tech, CFA and PGDM from IIM Ahmedabad. Prior to joining Franklin Templeton Investments, he has worked with Sundaram Asset Management Ltd., SBI Funds Management and Asian Convertible and Income Fund.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 1.80% 0.49% 10.54% 27.10% 40.81% 23.66% 16.74% 16.00% 0.17% 21.92% 28.16% 21.97% 17.61%
Category Average -1.54% -7.61% -7.75% 1.80% 19.91% 11.27% 9.07% 12.49% -8.44% 7.87% 12.12% 10.66% 11.49%
Franklin India Equity Hybrid Fund -1.34%₹ 9,865 -6.91%₹ 9,308 -7.50%₹ 9,250 -0.73%₹ 9,927 -8.12%₹ 11,469 20.29%₹ 14,469 7.80%₹ 25,972 10.46%₹ 13,486 11.92%₹ 43,014 8.71%₹ 15,185 10.15%₹ 77,442 12.75%₹ 33,236 11.15%₹ 2,14,097
ICICI Prudential Equity & Debt Fund -3.07%₹ 9,693 -7.83%₹ 9,217 -2.93%₹ 9,706 14.21%₹ 11,420 0.17%₹ 12,011 30.27%₹ 16,971 20.37%₹ 29,261 16.22%₹ 15,711 21.56%₹ 49,314 12.48%₹ 18,012 16.14%₹ 89,794 15.89%₹ 43,735 14.93%₹ 2,62,047
Kotak Equity Hybrid -1.12%₹ 9,887 -6.48%₹ 9,352 -6.05%₹ 9,395 3.50%₹ 10,350 -3.96%₹ 11,742 25.00%₹ 15,626 12.07%₹ 27,072 14.20%₹ 14,902 16.23%₹ 45,760 10.25%₹ 16,293 13.43%₹ 84,000 - -
Canara Robeco Equity Hybrid Fund -1.01%₹ 9,899 -7.40%₹ 9,259 -8.83%₹ 9,117 -0.22%₹ 9,977 -8.56%₹ 11,440 17.43%₹ 13,789 6.39%₹ 25,609 12.19%₹ 14,129 11.53%₹ 42,775 10.48%₹ 16,460 11.31%₹ 79,708 13.39%₹ 35,175 12.49%₹ 2,29,938
DSP Equity And Bond Fund -0.62%₹ 9,937 -8.21%₹ 9,178 -11.98%₹ 8,801 -4.05%₹ 9,595 -12.82%₹ 11,155 16.71%₹ 13,620 4.34%₹ 25,089 11.25%₹ 13,777 9.80%₹ 41,710 8.99%₹ 15,386 9.91%₹ 76,981 12.58%₹ 32,736 11.65%₹ 2,19,905
Mirae Asset Hybrid - Equity Fund -1.20%₹ 9,880 -7.25%₹ 9,275 -8.19%₹ 9,181 0.46%₹ 10,045 -8.01%₹ 11,476 18.14%₹ 13,955 7.23%₹ 25,824 10.85%₹ 13,628 11.68%₹ 42,867 10.26%₹ 16,304 10.90%₹ 78,901 - -

Portfolio Holdings

Portfolio holdings pattern of Franklin India Equity Hybrid Fund as on 07 Jul 2022 are listed below:

  • Equity Holdings:

    135.20%
  • Debt Holdings:

    50.48%
  • Others Holdings:

    14.30%

Top Sector Holdings of Franklin India Equity Hybrid Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 40.80% ₹ 579.74 Cr.
Computers - Software 13.96% ₹ 198.62 Cr.
Engineering, designing, construction 10.42% ₹ 148.08 Cr.
Cement 7.64% ₹ 108.52 Cr.
Telecom - services 7.22% ₹ 105.54 Cr.
Others 19.96% -

Top Stock Holdings of Franklin India Equity Hybrid Fund

Name of StocksHolding PercentageHolding Values in Crore
Infosys Ltd. 5.37% ₹ 76.36 Cr.
Infosys Ltd. 5.37% ₹ 76.36 Cr.
Axis Bank Ltd. 5.23% ₹ 74.27 Cr.
Axis Bank Ltd. 5.23% ₹ 74.27 Cr.
HDFC Bank Ltd. 5.04% ₹ 71.58 Cr.
Others 73.76% -

Top Debt Instrument Type holdings of Franklin India Equity Hybrid Fund

Instrument TypeHolding PercentageHolding Values in Crore
GOI 24.90% ₹ 353.86 Cr.
CP 11.18% ₹ 158.91 Cr.
T-Bills 7.36% ₹ 104.82 Cr.
NCD & Bonds 7.04% ₹ 99.99 Cr.
Others 49.52% -

Top Debt Holdings of Franklin India Equity Hybrid Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Govt of India 24.90% ₹ 353.86 Cr.
Bond - T-Bill 7.36% ₹ 104.82 Cr.
Bond - Indostar Capital Finance Private Ltd. 6.32% ₹ 89.79 Cr.
Bond - Export Import Bank Of India 4.18% ₹ 59.47 Cr.
Bond - Kotak Securities Ltd. 3.50% ₹ 49.74 Cr.
Others 53.74%

Other Holdings

Holding TypeHolding Percentage
Net Receivables 7.43%
Reverse Repo 5.61%
InvITs 1.26%