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Franklin India Equity Hybrid Fund - Direct Plan

The investment objective of Franklin India Balanced Fund is to provide long-term growth of capital and current income by investing in equity and equity related securities and fixed income instruments

Suitability

This product is suitable for investors who are seeking

• This product is suitable for Investors who are seeking

• Medium term capital appreciation with current income.

• A fund that invests across the yield curve - focusing on high accrual securities.

Fund Info

Scheme Class	Hybrid
Scheme Category	Aggressive Allocation
Expense Ratio	1.08%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 1,830
AMC AUM (in Crs.)	₹ 1,18,912
Min Addition Subscription	₹ 1,000

Benchmark Type

CRISIL Hybrid 85+15 - ConservativeTR INR

Exit Load

Exit load of 1.0%, if redeemed between (0-1) years. No Exit load, if redeemed after 1 years.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
HDFC Hybrid Equity Fund - Direct Plan	1000	1000	-5.7%
Aditya Birla Sun Life Equity Hybrid '95 Fund - Direct Plan	1000	1000	-5.86%
ICICI Prudential Equity & Debt Fund - Direct Plan	1000	1000	-2.41%
SBI Equity Hybrid Fund - Direct Plan	1000	1000	2.2%
Canara Robeco Equity Debt Hybrid Fund - Direct Plan	0	1000	2.73%
Mirae Asset Hybrid Equity Fund - Direct Plan	1000	1000	1.11%
Nippon India Equity Hybrid Fund - Direct Plan	500	500	-9.59%
L&T Hybrid Equity Fund - Direct Plan	1000	1000	-3.43%
Aditya Birla Sun Life Equity Hybrid '95 Fund - Direct Plan	1000	1000	-5.86%
ICICI Prudential Equity & Debt Fund - Direct Plan	1000	1000	-2.41%
Principal Hybrid Equity Fund - Direct Plan	1000	1000	-0.32%
DSP Equity & Bond Fund - Direct Plan	1000	1000	0.2%

Top 10 Holdings

Company	Holding Type	Asset(%)
Axis Bank Ltd	Equity	8
HDFC Bank Ltd	Equity	7
Export-Import Bank Of India	Bond - Corporate Bond	5
ICICI Bank Ltd	Equity	5
Kotak Mahindra Bank Ltd	Equity	4
Coastal Gujarat Power Limited	Bond - Corporate Bond	4
GOVT STOCK	Bond - Gov't Treasury	4
Bharti Airtel Ltd	Equity	3
Infosys Ltd	Equity	3
Power Grid Corp Of India Ltd	Equity	3

Asset Allocation(%)

Asset	Percent
Equity	70
Bond - Corporate Bond	21
Bond - Gov't Treasury	6
Equity - REIT	2
Alternatives - Private Equity	0

Sector Allocation(%)

Sector	Percent
Financial Services	26
Bond - Corporate Bond	21
Consumer Cyclical	9
Utilities	6
Basic Materials	6

Fund Manager

Sachin Padwal-Desai

13+ years of experience

Umesh Sharma

9+ years of experience

Lakshmikanth Reddy

3+ years of experience

Krishna Natarajan

0+ years of experience

Pyari Menon

0+ years of experience

Franklin Templeton Mutual Fund

AUM₹1,18,912 Cr

About

The firm specializes in conservatively managed mutual funds. It offers products under the Franklin, Templeton, Mutual Series and Fiduciary brand names. Like other large investment companies, the firm offers a wide variety of funds but is traditionally best known for bond funds under the Franklin brand, international funds under the Templeton brand, and value funds under the Mutual Series brand.##With more than 600 investment professionals in 28 countries around the world, Franklin Templeton is uniquely positioned to look beyond the largest or most visible securities in each market to spot smart global investments that meet their rigorous investment criteria.##Franklin Templeton association with India dates back to over 2 decades as an investor. As part of the group major thrust on investing in markets around the world, the India office was set up in 1996 as Templeton Asset Management India Pvt. Limited.

service@templeton.com

Phone

1800 425 4255

Address

Franklin Templeton Asset Management (India) Private Limited,Indiabulls Finance Centre; Tower 2, 12th and 13th Floor,Senapati Bapat Marg;,Elphinstone Road (W), Mumbai - 400 013

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m