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Franklin India Equity Hybrid Fund

Franklin India Equity Hybrid Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

20.29

as on 02 Jun 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 17,405 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

  • ₹ 188.068

    as on 02 Jun 2023
  • Regular - Growth

  • 9 / 33

  • ₹ 5,000

  • ₹ 1,356 Cr.

    as on 31 Mar 2023
  • 2.21%

  • 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 ₹ 188.068 as on 02 Jun 2023.

This fund has 23 years of track record. Since 31 Mar 2023 expense ratio of this fund is 2.21%. 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.
  • 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.
  • 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.
  • About Rajasa Kakulavarapu

    Picture of Rajasa Kakulavarapu
  • About Mayank Bukrediwala

    Picture of Mayank Bukrediwala
  • About Rajasa Kakulavarapu

    Picture of Rajasa Kakulavarapu
  • 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.
  • 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 4.66% 8.62% 10.54% 27.10% 27.59% 33.55% 18.68% 18.23% 17.18% 12.66% 20.39% 21.29% 17.22%
Category Average 2.61% 5.66% 1.55% 11.95% 9.83% 19.81% 10.60% 13.01% 11.94% 7.20% 12.27% 12.96% 11.84%
Franklin India Equity Hybrid Fund 2.97%₹ 10,297 5.69%₹ 10,569 -0.18%₹ 9,981 11.96%₹ 11,195 11.18%₹ 12,713 7.88%₹ 11,638 7.02%₹ 25,772 20.29%₹ 17,405 12.05%₹ 43,100 10.10%₹ 16,190 12.43%₹ 81,948 12.84%₹ 33,521 11.41%₹ 2,17,092
ICICI Prudential Equity & Debt Fund 2.16%₹ 10,216 5.58%₹ 10,558 2.33%₹ 10,232 13.52%₹ 11,351 14.03%₹ 12,891 16.93%₹ 13,672 12.66%₹ 27,230 27.95%₹ 20,946 20.39%₹ 48,516 14.90%₹ 20,045 18.69%₹ 95,576 16.17%₹ 44,823 15.38%₹ 2,68,515
Kotak Equity Hybrid 2.41%₹ 10,240 5.23%₹ 10,523 1.44%₹ 10,144 11.51%₹ 11,151 11.44%₹ 12,729 9.73%₹ 12,041 8.23%₹ 26,082 23.90%₹ 19,020 14.17%₹ 44,434 12.42%₹ 17,964 15.06%₹ 87,454 - -
HDFC Hybrid Equity Fund 2.14%₹ 10,213 6.79%₹ 10,678 3.23%₹ 10,323 16.26%₹ 11,625 16.13%₹ 13,021 11.71%₹ 12,478 11.34%₹ 26,886 24.01%₹ 19,069 16.06%₹ 45,652 11.86%₹ 17,520 15.04%₹ 87,398 13.31%₹ 34,943 12.02%₹ 2,24,261
Sundaram Equity Hybrid Fund 1.80%₹ 10,179 0.49%₹ 10,048 10.54%₹ 11,054 - - - - - - - - - -
Canara Robeco Equity Hybrid Fund 3.12%₹ 10,311 6.12%₹ 10,611 1.00%₹ 10,100 11.42%₹ 11,142 11.52%₹ 12,734 8.21%₹ 11,710 6.59%₹ 25,662 17.96%₹ 16,413 10.92%₹ 42,393 11.80%₹ 17,477 12.67%₹ 82,450 14.04%₹ 37,262 12.58%₹ 2,31,078

Portfolio Holdings

Portfolio holdings pattern of Franklin India Equity Hybrid Fund as on 05 Jun 2023 are listed below:

  • Equity Holdings:

    141.58%
  • Debt Holdings:

    53.92%
  • Others Holdings:

    4.46%

Top Sector Holdings of Franklin India Equity Hybrid Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 36.50% ₹ 494.70 Cr.
Computers - Software 13.30% ₹ 180.06 Cr.
Engineering, designing, construction 9.04% ₹ 122.72 Cr.
Pharmaceuticals 6.70% ₹ 100.10 Cr.
Refineries/Marketing 7.24% ₹ 98.20 Cr.
Others 27.22% -

Top Stock Holdings of Franklin India Equity Hybrid Fund

Name of StocksHolding PercentageHolding Values in Crore
HDFC Bank Ltd. 6.43% ₹ 87.14 Cr.
HDFC Bank Ltd. 6.43% ₹ 87.14 Cr.
ICICI Bank Ltd. 5.26% ₹ 71.29 Cr.
ICICI Bank Ltd. 5.26% ₹ 71.29 Cr.
Infosys Ltd. 4.49% ₹ 60.80 Cr.
Others 72.13% -

Top Debt Instrument Type holdings of Franklin India Equity Hybrid Fund

Instrument TypeHolding PercentageHolding Values in Crore
GOI 39.88% ₹ 541.03 Cr.
CP 8.64% ₹ 117.00 Cr.
NCD & Bonds 5.40% ₹ 73.15 Cr.
Others 46.08% -

Top Debt Holdings of Franklin India Equity Hybrid Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Govt of India 39.88% ₹ 541.03 Cr.
Bond - JM Financial Products Pvt. Ltd. 4.98% ₹ 67.47 Cr.
Bond - Tata Capital Financial Services Ltd. 3.66% ₹ 49.53 Cr.
Bond - LIC Housing Finance Ltd. 3.08% ₹ 41.65 Cr.
Bond - Housing Development Finance Corporation Ltd. 2.32% ₹ 31.50 Cr.
Others 46.08%

Other Holdings

Holding TypeHolding Percentage
Reverse Repo 2.38%
Net Receivables 2.08%