Franklin India Equity Hybrid Fund - Growth Plan

Franklin India Equity Hybrid Fund - Growth Plan

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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
NAV as on 08-12-2021

176.5967

1.93 (1.0907%)

CAGR Since Inception

13.93%

NIFTY 50 TRI 14.17%

PERFORMANCE of Franklin India Equity Hybrid Fund - Growth Plan

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 (%)

Nav Movement

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.

RETURNS CALCULATOR for Franklin India Equity Hybrid Fund - Growth Plan

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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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 Performance and Risk Statistics of Franklin India Equity Hybrid Fund - Growth Plan

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 - - - - - -

PEER COMPARISION of Franklin India Equity Hybrid Fund - Growth Plan

Period
Data as on - 08-12-2021
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

PORTFOLIO ANALYSIS of Franklin India Equity Hybrid Fund - Growth Plan

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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