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Franklin India Equity Hybrid Fund(IDCW)

IDCW
36.390.01% (-0.00)

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Franklin India Equity Hybrid Fund(IDCW)

IDCW
HybridAggressive Hybrid Fund
Mid-size FundAssets Under Mgmt: ₹ 2,050 Cr
Very High RiskPrinciple investment will be at very high risk
36.390.01% (-0.00)

Price Chart

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Returns
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1M
6M
1Y
3Y
5Y
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HybridAggressive Hybrid Fund
Mid-size FundAssets Under Mgmt: ₹ 2,050 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
1.0140.121.48
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4343.491.29

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW0 yrs1.00%
Nil upto 10% of units on or before 1Y For excess units 1% on or before 1Y & Nil after 1Y
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 5,000
Initial: ₹ 5,000 Incremental: ₹ 1,000
BenchmarkBenchmark
CRISIL Hybrid 35+65 - Aggressive Index

About Aggressive Hybrid Fund

Aggressive Hybrid funds have exposure to both debt and equity instruments. They primarily invest in stocks with some allocation to debt instruments. These funds are less risky as compared to pure equity funds.

Peers & Comparison

Comparing 3 mutual funds from 
HybridAggressive Hybrid Fund

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Franklin India Equity Hybrid Fund(IDCW)11.33%7.53%6.14%
SBI Equity Hybrid Fund(IDCW-Payout)17.21%12.28%11.05%
ICICI Pru Equity & Debt Fund(H-IDCW)10.93%11.57%11.13%
HDFC Hybrid Equity Fund(IDCW)9.10%7.68%3.29%

Price Comparison

Compare Franklin India Equity Hybrid Fund(IDCW) with any MF, ETF, stock or index
Compare Franklin India Equity Hybrid Fund(IDCW) with any MF, ETF, stock or index
Franklin India Equity Hybrid Fund(IDCW)
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Nov 2024

ACTUAL
Government SecuritiesCash & EquivalentsCorporate DebtEquity0.75%1.97%28.90%68.38%

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Distribution

+29 moreConstruction & EngineeringIT Services & ConsultingSpecialized FinanceTelecom ServicesPrivate Banks52.17 %6.69 %7.29 %7.44 %10.70 %15.70 %

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 2418.51%19.76%14.62%16.64%15.22%15.70%
Private Banks as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Debt

Others

  • Constituent
    Holding Weight
    3M Change
  • HDFC Bank Ltd
    HDFCBANK
    3M change : 1.08 %

    Holdings

    6.80 %

    1.08 %
  • ICICI Bank Ltd
    ICICIBANK
    3M change : 0.48 %

    Holdings

    5.29 %

    0.48 %
  • Infosys Ltd
    INFY
    3M change : -0.07 %

    Holdings

    3.48 %

    -0.07 %

AMC Profile

Franklin Templeton Investments began its operations in India back in 1996 under the name Templeton Asset Management India Pvt. Ltd. The trust, Franklin Templeton Mutual Fund, is registered with SEBI under the registration number MF/026/96/8.

  • No.of Schemes

    36

  • Total AUM

    ₹ 1,13,756.02 Cr.

Fund Manager Profile

Rajasa Kakulavarapu

AUM:  ₹36,779.41 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 13yrs

Ajay Argal

AUM:  ₹30,021.78 Cr.

Sum of AUMs of all funds managed by the fund manager

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Exp: 16yrs

Chandni Gupta

AUM:  ₹8,150.48 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: —

Anuj Tagra

AUM:  ₹4,846.40 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: —

Manager Performance (0)

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Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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Opinions and Fund Reviews

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