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 |
| Benchmark Type | CRISIL Hybrid 85+15 - ConservativeTR INR |
| 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 |
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 7.52% | |
| 1000 | 1000 | 7.43% | |
| 1000 | 1000 | 10.46% | |
| 1000 | 1000 | 13.47% | |
| 0 | 1000 | 12.76% | |
| 1000 | 1000 | 13.54% | |
| 500 | 500 | 8.55% | |
| 1000 | 1000 | 9.53% | |
| 1000 | 1000 | 7.43% | |
| 1000 | 1000 | 10.46% | |
| 1000 | 1000 | 11.4% | |
| 1000 | 1000 | 11.17% |
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 |
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.
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Investment DurationYears6Months0
Investment Amount₹ 10000
Return Amount₹ 4185
Return Rate6 %
Duration6y 0m