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Franklin India Equity Hybrid Fund - Growth Plan
Franklin India Equity Hybrid Fund - Growth Plan
Category: Hybrid: Aggressive
Launch Date: 10-12-1999
Riskometer: Very High
Asset Class
Mixed Asset
Status
Open Ended Schemes
Fund Managers
Anuj Tagra, Chandni Gupta, Varun Sharma, Rajasa Kakulavarapu, Sandeep Manam
Investment Objective
The scheme seeks to achieve long-term capital appreciation with stability of investment and current income from a balanced portfolio of high quality equity and fixed-income securities.
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
Expense Ratio
2.08% As on (30-12-2024)
Minimum Investment | Top up
5000.0 | 1000.0
Total Assets
2,077.66 Cr As on (31-12-2024)
Nav Movement
RETURNS CALCULATOR for Franklin India Equity Hybrid Fund - Growth Plan
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Key Performance and Risk Statistics of Franklin India Equity Hybrid Fund - Growth Plan
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
Franklin India Equity Hybrid Fund - Growth Plan | 9.0 | 0.79 | 4.55 | 0.95 | 7.78 | 3.15 |
Hybrid: Aggressive | - | - | - | - | - | - |
Sectors
Sector | Holdings (%) |
---|---|
N/A | 32.1 |
Banks | 16.52 |
IT - Software | 7.5 |
Telecom - Services | 3.95 |
Construction | 3.44 |
Leisure Services | 3.38 |
Pharmaceuticals & Biotechnology | 2.66 |
Automobiles | 2.49 |
Consumer Durables | 2.4 |
Cement & Cement Products | 2.08 |
Portfolio Holdings
Company | Holdings (%) |
---|---|
HDFC Bank Ltd | 6.63 |
ICICI Bank Ltd | 5.14 |
Infosys Ltd | 3.48 |
Larsen & Toubro Ltd | 3.44 |
Bharti Airtel Ltd | 2.7 |
7.82% Bajaj Finance Ltd (31-Jan-2034) | 2.59 |
8.10% ICICI Home Finance Co Ltd (05-Mar-2027) | 2.58 |
7.97% Mankind Pharma Ltd (16-Nov-2027) | 2.46 |
8.65% Bharti Telecom Ltd (05-Nov-2027) | 2.46 |
Axis Bank Ltd | 2.41 |