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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	1.23%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 1,381
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	12.97%
Aditya Birla Sun Life Equity Hybrid '95 Fund - Direct Plan	1000	1000	11.05%
ICICI Prudential Equity & Debt Fund - Direct Plan	1000	1000	18.5%
SBI Equity Hybrid Fund - Direct Plan	1000	1000	13.37%
Canara Robeco Equity Hybrid Fund - Direct Plan	0	1000	14.32%
Mirae Asset Hybrid Equity Fund - Direct Plan	1000	1000	13.55%
Nippon India Equity Hybrid Fund Segregated Portfolio 1 - Direct Plan	500	500	7.08%
L&T Hybrid Equity Fund - Direct Plan	1000	1000	10.33%
Aditya Birla Sun Life Equity Hybrid '95 Fund - Direct Plan	1000	1000	11.05%
ICICI Prudential Equity & Debt Fund - Direct Plan	1000	1000	18.5%
Sundaram Aggressive Hybrid Fund - Direct Plan	1000	1000	12.13%
DSP Equity & Bond Fund - Direct Plan	1000	1000	13.08%

Top 10 Holdings

Company	Holding Type	Asset(%)
5.15% Govt Stock 2025	Bond - Gov't Treasury	7
Call, Cash & Other Assets	Cash	5
5.63% Govt Stock 2026	Bond - Gov't Treasury	5
Infosys Ltd	Equity	5
ICICI Bank Ltd	Equity	5
Axis Bank Ltd	Equity	5
HDFC Bank Ltd	Equity	5
Larsen & Toubro Ltd	Equity	4
Bharti Airtel Ltd	Equity	4
Indostar Capital Finance Limited	Bond - Corporate Bond	3

Asset Allocation(%)

Asset	Percent
Equity	70
Bond - Gov't Treasury	16
Cash	5
Cash - Commercial Paper	4
Bond - Corporate Bond	4

Sector Allocation(%)

Sector	Percent
Financial Services	23
Bond - Gov't Treasury	16
Consumer Cyclical	9
Technology	7
Industrials	7

Fund Manager

Rajasa Kakulavarapu

0+ years of experience

Mayank Bukrediwala

1+ years of experience

Umesh Sharma

11+ years of experience

Anand Radhakrishnan

0+ years of experience

Sachin Padwal-Desai

15+ 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 CENTER TOWER 2, 12TH,SANAPATI BAPAT MARG, ELPHINSTONE (WEST), -

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m