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Franklin India Equity Hybrid Fund

Franklin India Equity Hybrid Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

16.10

as on 18 Jan 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 15,655 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

  • ₹ 180.174

    as on 18 Jan 2022
  • Regular - Growth

  • 6 / 33

  • ₹ 5,000

  • ₹ 1,410 Cr.

    as on 18 Jan 2022
  • 2.31%

    since 30 Nov 2021
  • 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 ₹ 180.174 as on 18 Jan 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 6.18% 2.66% 18.62% 55.67% 41.05% 29.12% 20.68% 17.66% 49.45% 54.07% 40.59% 27.37% 19.84%
Category Average 4.48% -0.90% 10.20% 26.69% 20.41% 16.85% 13.40% 14.33% 24.60% 31.49% 23.78% 16.57% 14.18%
Franklin India Equity Hybrid Fund 3.74%₹ 10,374 -1.87%₹ 9,813 7.28%₹ 10,728 22.93%₹ 12,292 19.27%₹ 13,220 19.12%₹ 14,202 29.41%₹ 31,750 16.10%₹ 15,655 22.41%₹ 49,946 12.54%₹ 18,055 15.62%₹ 88,715 14.65%₹ 39,300 14.01%₹ 2,49,572
ICICI Prudential Equity & Debt Fund 6.18%₹ 10,618 0.03%₹ 10,003 18.62%₹ 11,861 42.79%₹ 14,278 38.67%₹ 14,391 25.74%₹ 15,830 43.42%₹ 35,715 20.95%₹ 17,704 31.12%₹ 56,219 15.82%₹ 20,846 20.64%₹ 1,00,297 17.59%₹ 50,607 17.24%₹ 2,96,841
Kotak Equity Hybrid 4.79%₹ 10,478 0.81%₹ 10,081 11.18%₹ 11,117 29.98%₹ 12,997 26.15%₹ 13,641 22.66%₹ 15,062 35.28%₹ 33,390 20.81%₹ 17,643 27.24%₹ 53,365 14.30%₹ 19,515 18.60%₹ 95,430 - -
Mirae Asset Hybrid - Equity Fund 4.31%₹ 10,431 -0.81%₹ 9,919 9.43%₹ 10,943 24.32%₹ 12,432 22.56%₹ 13,422 19.37%₹ 14,262 29.47%₹ 31,764 17.54%₹ 16,244 22.91%₹ 50,297 15.25%₹ 20,343 17.03%₹ 91,845 - -
Canara Robeco Equity Hybrid Fund 4.91%₹ 10,491 -0.20%₹ 9,980 9.86%₹ 10,985 24.76%₹ 12,475 23.16%₹ 13,459 21.49%₹ 14,775 29.00%₹ 31,637 18.96%₹ 16,840 23.85%₹ 50,949 15.55%₹ 20,605 17.87%₹ 93,749 15.91%₹ 43,817 15.69%₹ 2,73,205
DSP Equity And Bond Fund 3.64%₹ 10,364 -1.80%₹ 9,819 7.68%₹ 10,767 23.61%₹ 12,360 20.72%₹ 13,309 20.13%₹ 14,445 29.10%₹ 31,663 19.58%₹ 17,108 23.74%₹ 50,872 14.33%₹ 19,538 17.20%₹ 92,225 14.88%₹ 40,091 15.19%₹ 2,65,921

Portfolio Holdings

Portfolio holdings pattern of Franklin India Equity Hybrid Fund as on 19 Jan 2022 are listed below:

  • Equity Holdings:

    129.46%
  • Debt Holdings:

    49.40%
  • Others Holdings:

    21.16%

Top Sector Holdings of Franklin India Equity Hybrid Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 45.68% ₹ 665.66 Cr.
Computers - Software 11.80% ₹ 171.78 Cr.
Engineering, designing, construction 8.36% ₹ 121.82 Cr.
Power 7.60% ₹ 110.60 Cr.
Telecom - services 7.36% ₹ 108.25 Cr.
Others 19.20% -

Top Stock Holdings of Franklin India Equity Hybrid Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 6.23% ₹ 90.74 Cr.
ICICI Bank Ltd. 6.23% ₹ 90.74 Cr.
Infosys Ltd. 5.90% ₹ 85.89 Cr.
Infosys Ltd. 5.90% ₹ 85.89 Cr.
Axis Bank Ltd. 5.57% ₹ 81.21 Cr.
Others 70.17% -

Top Debt Instrument Type holdings of Franklin India Equity Hybrid Fund

Instrument TypeHolding PercentageHolding Values in Crore
GOI 21.64% ₹ 315.34 Cr.
CP 16.34% ₹ 237.91 Cr.
NCD & Bonds 8.02% ₹ 116.92 Cr.
CD 3.40% ₹ 49.43 Cr.
Others 50.60% -

Top Debt Holdings of Franklin India Equity Hybrid Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Govt of India 21.64% ₹ 315.34 Cr.
Bond - Indostar Capital Finance Private Ltd. 7.32% ₹ 106.66 Cr.
Bond - Kotak Securities Ltd. 4.80% ₹ 69.86 Cr.
Bond - Chennai Petroleum Corporation Ltd 4.10% ₹ 59.63 Cr.
Bond - Export Import Bank Of India 4.06% ₹ 59.06 Cr.
Others 58.08%

Other Holdings

Holding TypeHolding Percentage
Net Receivables 9.81%
Reverse Repo 7.59%
InvITs 3.76%