Franklin India Equity Hybrid Fund - Direct

Scheme Type
Open-ended
Scheme Category
Aggressive Allocation
Benchmark Type
Crisil Balanced Fund Index
Scheme AUM (in Crs.)
₹ 1900.63
Expense Ratio
1.08%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 109525
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
122.9286
(-0.28 %)
NAV as on 2019-01-18
Returns
Fund
Franklin India Equity Hybrid Fund - Direct
1 Year
-1.3%
3 Year
11.82%
5 Year
15.87%
AMC Details
amc launch date
Launch Date
19 Feb 1996
amc sponsor
Sponsor
NA
amc email
Email
amc phone
Phone
022 - 67519100
amc address
Address
Franklin Templeton Mutual Fund, -
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 1% if redeemed within 1 year
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The fund aims to provide long term capital appreciation and current income by investing in equity and equity related securities and high quality 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.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,977
Portfolio Value
-23
Total Returns