| Category: Hybrid: Aggressive |
| Launch Date: 10-12-1999 |
| Asset Class: Mixed Asset |
| Benchmark: NIFTY 50 TRI |
| Expense Ratio: 2.22% As on (31-10-2021) |
| Status: Open Ended Schemes for subscription |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,456.92 Cr As on (31-10-2021) |
| Turn over: 0.23 |
Scheme Performance (%) Data as on - 08-12-2021
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Franklin India Equity Hybrid Fund - Growth Plan | 26.81 | 16.22 | 12.37 | 14.45 | 13.93 |
| NIFTY 50 TRI | 30.12 | 18.51 | 17.66 | 14.4 | 14.17 |
| Hybrid: Aggressive | 28.82 | 16.34 | 13.23 | 14.12 | 13.95 |
Yearly Performance (%)
Fund Managers
Sachin Padwal-Desai,Umesh Sharma,Mayank Bukrediwala,Anand Radhakrishnan,Rajasa Kakulavarapu
Investment 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.
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Riskometer
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Franklin India Equity Hybrid Fund - Growth Plan | 9.38 | 1.27 | -1.55 | 0.98 | 4.88 | 1.61 |
| Hybrid: Aggressive | - | - | - | - | - | - |
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| Franklin India Equity Hybrid Fund - Growth Plan | 10-12-1999 | 26.81 | 20.09 | 16.22 | 12.37 | 14.45 |
| Quant Absolute Fund - Growth Option - Regular Plan | 21-03-2001 | 53.2 | 40.78 | 29.48 | 20.45 | 18.1 |
| ICICI Prudential Equity & Debt Fund - Growth | 05-11-1999 | 46.07 | 26.21 | 20.59 | 15.57 | 17.01 |
| Mahindra Manulife Hybrid Equity Nivesh Yojana - Regular Plan - Growth | 19-07-2019 | 35.53 | 24.88 | 0.0 | 0.0 | 0.0 |
| UTI - Hybrid Equity Fund - Regular Plan - Growth | 20-03-1995 | 34.88 | 23.1 | 15.96 | 12.43 | 13.19 |
| Baroda Hybrid Equity Fund - Plan A - Growth Option | 12-09-2003 | 33.95 | 23.89 | 17.05 | 13.06 | 12.49 |
| Nippon India Equity Hybrid Fund - Growth Plan | 05-06-2005 | 32.25 | 11.33 | 8.66 | 8.96 | 12.71 |
| Kotak Equity Hybrid - Growth | 05-11-2014 | 32.13 | 23.52 | 20.3 | 14.28 | 0.0 |
| IDFC Hybrid Equity Fund-Regular Plan Growth | 05-12-2016 | 31.53 | 21.55 | 15.84 | 0.0 | 0.0 |
| Sundaram Equity Hybrid Fund Regular Plan - Growth | 23-06-2000 | 31.06 | 19.29 | 16.78 | 14.07 | 12.11 |
Asset Allocation (%)
Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.
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