Franklin India Equity Hybrid Fund Direct Growth
Hybrid
Direct
Aggressive Allocation
NAV as on 21-01-2025
₹ 289.83
1D
Inception Returns
14.8%
/yr
About Franklin India Equity Hybrid Fund Direct Growth
Franklin India Equity Hybrid Fund Direct Growth is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Chandni Gupta. This fund gives you the benefit of diversification.
Key Parameters
- Franklin India Equity Hybrid Fund Direct Growth has ₹2078 Cr worth of assets under management (AUM) as on Nov 2024 and is less than category average.
- The fund has an expense ratio 1.
Returns
Franklin India Equity Hybrid Fund Direct Growth has given a CAGR return of 14.76% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 13.54%, 14.17% and 16.37% respectively.
Holdings
Franklin India Equity Hybrid Fund Direct Growth has allocated its funds majorly in Corporate, Financial Services, Consumer Cyclical, Cash Equivalent, Industrial, Tech, Government, Health, Communication, Basic Materials, Consumer Defensive, Energy, Utilities, Real Estate.
Taxation
As it is a aggressive allocation mutual fund the taxation is as follows:If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:For short term (less than a year) capital gains will be taxed at 15%For long term (more than 1 year) capital gains will be taxed at 10% without indexation benefitGains up to Rs 1 lakh are exempt from taxation (more than 12 months).
Investment objective of Franklin India Equity Hybrid Fund Direct Growth
The investment objective of the fund is to provide long-term growth of capital and current income by investing in equity and equity related securities and fixed income instruments.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 500.00. Franklin India Equity Hybrid Fund Direct Growth has no lock in period.
Historical NAV & Returns
Franklin India Equity Hybrid Fund Direct Growth Overview
| Expense ratio | 1.01% |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
| AUM | ₹2078 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | ₹5000/₹500 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 45.59% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
Trailing Returns
as on (21-Jan-25)
Fund Distribution
as on (30-Nov-24)
- AUM of the fund stands at 2.1K Cr as of Dec'24
- AUM increased by 64.1 Cr between Dec'24 and Nov'24
Top 3 Sectors in December were Corporate, Financial Services & Consumer Cyclical
Holdings | Weight% | 1M Change | |
|---|---|---|---|
 HDFC Bank Ltd | 6.63% | 3.3% | |
 ICICI Bank Ltd | 5.14% | 0% | |
 Infosys Ltd | 3.48% | 0% | |
 Larsen & Toubro Ltd | 3.44% | 0% | |
 Bharti Airtel Ltd | 2.7% | 0% |
Mutual Fund Insights
Franklin India Equity Hybrid Fund Direct Growth Highlights
Very High Risk
About the fund
Fund Allocations
AUM size ₹2078 Cr
Expense Ratio 1.01%
Frequently Asked Questions for Franklin India Equity Hybrid Fund Direct Growth
Franklin India Equity Hybrid Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | -2.98% | -2.98% |
6 Month Returns | -0.84% | -0.84% |
1 Year Returns | 13.54% | 13.54% |
3 Years Returns | 48.83% | 14.17% |
5 Years Returns | 113.4% | 16.37% |
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
AAA | 76.8 |
AA | 23.2 |