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Franklin India Equity Hybrid Fund

Franklin India Equity Hybrid Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

12.85

as on 02 Aug 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 14,376 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

  • ₹ 168.051

    as on 02 Aug 2021
  • Regular - Growth

  • 6 / 33

  • ₹ 5,000

  • ₹ 1,417 Cr.

    as on 02 Aug 2021
  • 2.2%

    since 31 May 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 ₹ 168.051 as on 02 Aug 2021.

This fund has 21 years of track record. Since 31 May 2021 expense ratio of this fund is 2.2%. 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 Krishna Prasad Natarajan

    Picture of Krishna Prasad NatarajanMr. Natarajan has done B.E. (Chemical Engineering), PGDIM & CFA Prior to joining Franklin Templeton Mutual Fund, he has worked with kotak Institutional Equity, JM Financial and Nomura.
  • About Mayank Bukrediwala

    Picture of Mayank  Bukrediwala
  • About Sachin Padwal-Desai

    Picture of Sachin Padwal-DesaiMr. Desai is a B.E and PGDM from IIM Bangalore. Prior to joining Sundaram Mutual Fund he has worked with ICICI Bank, Infosys Technologies and Thermax.
  • About Umesh Sharma

    Picture of Umesh SharmaMr. Sharma is a B.Com (H), CS and CA. Prior to joining Franklin Templeton Mutual Fund he has worked with ICICI Bank Ltd., UTI Mutual Fund, Invesco Mutual Fund and JM Financials.
  • About Lakshmikanth Reddy

    Picture of Lakshmikanth ReddyMr. Reddy is a B.Tech in Mechanical Engineering from Jawaharlal Nehru Technical University, Hyderabad and also holds a PGDM from IIM-A. Prior to joining Franklin Templeton Mutual Fund he was associated with ICICI Pru Life Insurance Company Ltd. as Head-Equity (Jun 2004-Feb 2016), HSBC Capital Markets as Equity analyst (Apr 2003-May 2004), ABN Amro Asia Equities as Equity Analyst (Feb 2000-Mar 2003), UTI as Buy Side Analyst (Jun 1997-Feb 2000) and Crompton Greaves as Design Executive (Aug 1993-Jun 1995).

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Moderately 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 7.10% 23.07% 40.00% 83.24% 42.61% 26.47% 19.10% 15.53% 85.08% 61.41% 42.23% 27.28% 19.78%
Category Average 2.80% 10.93% 14.23% 42.83% 21.24% 12.48% 12.01% 12.32% 41.07% 31.03% 21.98% 15.28% 13.57%
Franklin India Equity Hybrid Fund 1.55%₹ 10,155 9.80%₹ 10,980 12.58%₹ 11,257 45.34%₹ 14,534 40.51%₹ 14,483 20.59%₹ 14,548 30.88%₹ 32,135 12.85%₹ 14,376 21.55%₹ 49,325 11.09%₹ 16,926 14.72%₹ 86,743 13.12%₹ 34,349 13.83%₹ 2,47,065
DSP Equity And Bond Fund 3.66%₹ 10,366 11.92%₹ 11,192 14.97%₹ 11,497 44.67%₹ 14,466 43.46%₹ 14,655 24.10%₹ 15,411 32.41%₹ 32,562 15.16%₹ 15,278 24.25%₹ 51,194 13.54%₹ 18,875 16.93%₹ 91,571 13.18%₹ 34,531 15.13%₹ 2,65,009
Canara Robeco Equity Hybrid Fund 2.52%₹ 10,252 10.36%₹ 11,036 11.76%₹ 11,176 37.99%₹ 13,798 36.09%₹ 14,224 23.08%₹ 15,157 29.72%₹ 31,815 15.00%₹ 15,214 22.52%₹ 49,992 14.19%₹ 19,420 16.76%₹ 91,195 14.14%₹ 37,578 15.27%₹ 2,66,883
Mirae Asset Hybrid - Equity Fund 2.89%₹ 10,289 11.15%₹ 11,114 12.77%₹ 11,277 39.70%₹ 13,969 38.84%₹ 14,386 20.59%₹ 14,549 30.08%₹ 31,915 14.34%₹ 14,954 21.84%₹ 49,527 13.85%₹ 19,138 16.30%₹ 90,175 - -
Principal Hybrid Equity Fund 2.93%₹ 10,293 10.07%₹ 11,006 12.38%₹ 11,238 39.83%₹ 13,982 38.21%₹ 14,348 19.76%₹ 14,348 29.71%₹ 31,812 10.73%₹ 13,581 19.91%₹ 48,210 13.53%₹ 18,863 14.33%₹ 85,922 13.34%₹ 35,025 14.26%₹ 2,52,894
Kotak Equity Hybrid 1.83%₹ 10,183 9.39%₹ 10,939 15.51%₹ 11,550 50.22%₹ 15,022 43.94%₹ 14,683 24.44%₹ 15,493 34.66%₹ 33,193 15.12%₹ 15,263 25.13%₹ 51,821 12.82%₹ 18,284 16.76%₹ 91,195 - -

Portfolio Holdings

Portfolio holdings pattern of Franklin India Equity Hybrid Fund as on 04 Aug 2021 are listed below:

  • Equity Holdings:

    72.78%
  • Debt Holdings:

    22.67%
  • Others Holdings:

    4.55%

Top Sector Holdings of Franklin India Equity Hybrid Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 19.84% ₹ 281.20 Cr.
Computers - software 9.96% ₹ 141.23 Cr.
Telecom - services 3.88% ₹ 55.00 Cr.
Engineering, designing, construction 3.65% ₹ 51.72 Cr.
Pharmaceuticals 3.49% ₹ 49.46 Cr.
Others 59.18% -

Top Stock Holdings of Franklin India Equity Hybrid Fund

Name of StocksHolding PercentageHolding Values in Crore
Infosys Ltd. 7.78% ₹ 110.31 Cr.
Axis Bank Ltd. 6.69% ₹ 94.88 Cr.
HDFC Bank Ltd. 5.11% ₹ 72.48 Cr.
ICICI Bank Ltd. 5.04% ₹ 71.37 Cr.
Bharti Airtel Ltd. 3.88% ₹ 55.00 Cr.
Others 71.50% -

Top Debt Instrument Type holdings of Franklin India Equity Hybrid Fund

Instrument TypeHolding PercentageHolding Values in Crore
GOI 11.60% ₹ 164.34 Cr.
CP 5.19% ₹ 73.42 Cr.
NCD & Bonds 4.16% ₹ 59.01 Cr.
CD 1.72% ₹ 24.41 Cr.
Others 77.33% -

Top Debt Holdings of Franklin India Equity Hybrid Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Govt of India 11.60% ₹ 164.34 Cr.
Bond - Indostar Capital Finance Private Ltd. 3.80% ₹ 53.84 Cr.
Bond - Housing Development Finance Corporation Ltd. 3.44% ₹ 48.69 Cr.
Bond - SBI Cards and Payment Services Ltd. 1.75% ₹ 24.73 Cr.
Bond - National Bank for Agriculture & Rural Development 1.72% ₹ 24.41 Cr.
Others 77.69%

Other Holdings

Holding TypeHolding Percentage
InvITs 3.35%
Net Receivables 1.20%