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Franklin India Equity Hybrid Fund - Direct Plan

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.

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	1.24%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 1,438
AMC AUM (in Crs.)	₹ 1,18,912
Min Addition Subscription	₹ 1,000

Benchmark Type

CRISIL Hybrid 35+65 - Agg TR 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	25.78%
Aditya Birla Sun Life Equity Hybrid '95 Fund - Direct Plan	1000	1000	21.4%
ICICI Prudential Equity & Debt Fund - Direct Plan	1000	1000	31.46%
SBI Equity Hybrid Fund - Direct Plan	1000	1000	19.03%
Canara Robeco Equity Hybrid Fund - Direct Plan	0	1000	20.07%
Mirae Asset Hybrid Equity Fund - Direct Plan	1000	1000	22.03%
Nippon India Equity Hybrid Fund Segregated Portfolio 1 - Direct Plan	500	500	24.71%
HSBC Aggressive Hybrid Fund - Direct Plan	1000	1000	19.49%
Aditya Birla Sun Life Equity Hybrid '95 Fund - Direct Plan	1000	1000	21.4%
ICICI Prudential Equity & Debt Fund - Direct Plan	1000	1000	31.46%
Sundaram Aggressive Hybrid Fund - Direct Plan	1000	1000	21.89%
DSP Equity & Bond Fund - Direct Plan	1000	1000	19.76%

Top 10 Holdings

Company	Holding Type	Asset(%)
5.15 11/9/2025 12:00:00 Am	Bond - Gov't Treasury	7
HDFC Bank Ltd	Equity	6
ICICI Bank Ltd	Equity	5
5.63 4/12/2026 12:00:00 Am	Bond - Gov't Treasury	5
Infosys Ltd	Equity	5
Call, Cash & Other Assets	Cash	5
Axis Bank Ltd	Equity	4
Larsen & Toubro Ltd	Equity	4
5.74 11/15/2026 12:00:00 Am	Bond - Gov't Treasury	3
7.38 6/20/2027 12:00:00 Am	Bond - Gov't Treasury	3

Asset Allocation(%)

Asset	Percent
Equity	69
Bond - Gov't Treasury	21
Cash	5
Bond - Corporate Bond	3
Cash - Commercial Paper	2

Sector Allocation(%)

Sector	Percent
Bond - Gov't Treasury	21
Financial Services	21
Consumer Cyclical	10
Technology	9
Industrials	8

Fund Manager

Sachin Padwal-Desai

16+ years of experience

Anand Radhakrishnan

1+ years of experience

Umesh Sharma

12+ years of experience

Sandeep Manam

1+ years of experience

Rajasa Kakulavarapu

1+ 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.

Phone

1800 425 4255

Address

Indiabulls Finance Centre; Tower 2, 12th and 13th Floor,Senapati Bapat Marg; Elphinstone Road (W) Mumbai 400013, - 400013

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m