Franklin India Equity Hybrid Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Equity-oriented
Benchmark Type
Crisil Balanced Fund Index
Scheme AUM (in Crs.)
₹ 2036.19
Expense Ratio
0.97%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 110400
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
120.8326
(0.35 %)
NAV as on 2018-11-15
Returns
Fund
Franklin India Equity Hybrid Fund - Direct Plan
1 Year
0.3%
3 Year
9.49%
5 Year
16.12%
AMC Details
amc launch date
Launch Date
19 Feb 1996
amc sponsor
Sponsor
NA
amc email
Email
services@franklintempleton.com
amc phone
Phone
022 - 67519100
amc address
Address
Indiabulls Finance Centre, Tower 2, 12th and 13th Floor, Senapati Bapat Marg, Elphinstone Road West, Mumbai 400013
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 scheme seeks to achieve long-term capital appreciation with stability of investment and current income from a balanced portfolio of high quality equity and fixed-income securities.
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
6,005
Portfolio Value
5
Total Returns