- Mutual Funds
- Franklin Templeton Mutual Funds
- Franklin India Equity Hybrid Fund (PIDCW-6M)
Formerly Franklin India Equity Hybrid DP
Franklin India Equity Hybrid Fund (PIDCW-6M)
₹ 23.7649
NAV (Aug 05)
However, Scripbox does not recommend investing in aggressive hybrid mutual funds.
Aggressive hybrid funds are primarily equity funds with 20-35% invested in debt.
This makes their performance difficult to assess.
With a high Equity component, the impact of market fluctuations on these funds is also high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
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Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 23.7649
NAV (Aug 5)
Fund Returns
Last 1Y | -5.8% |
Last 3Y | 11.2% |
Last 5Y | 7.1% |
Last 10Y | 13.2% |
Since Inception | 13.3% |
6 Month CAGR | -9.8% |
Scheme Information
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
Expense Ratio | 2.26 |
Launched (23y ago) | Dec 10, 1999 |
AUM in Crores | 1268.358 |
ISIN | INF090I01825 |
Lock-in | No Lock-in |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Returns Calculator Comparison
of
for
with step up of
| Instrument | Returns | Total Corpus | Gains | Annualised % |
|---|---|---|---|---|
| Mutual Fund | 965,796 | 233,184 | 11.25% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
5.15% govt stock 2025
7.5%5.63% govt stock 2026
5.6%hdfc bank ltd
5.3%infosys ltd
4.9%icici bank ltd
4.8%Allocation by Sector
financial services
21.6%consumer cyclical
11.1%industrials
8.4%technology
7.6%utilities
5%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 25,788 cr | ||
₹ 25,788 cr | ||
₹ 25,788 cr | ||
₹ 25,788 cr | ||
₹ 25,788 cr |
About the AMC
Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Franklin Templeton Asst Mgmt(IND)Pvt Ltd manages assets worth 60,448 crores and was set up on 6 October 1995. It's current offering of mutual fund schemes includes 39 equity,183 debt and 27 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
14.7% | 16.1% | ||
14.7% | 16.1% | ||
14.7% | 16.1% | ||
19.8% | 13.5% | ||
24.1% | 14% |
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsFranklin India Equity Hybrid Fund (PIDCW-6M) Review
Franklin India Equity Hybrid Fund (PIDCW-6M) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 13.3% over a period of 22 years. The fund was previously known as Franklin India Equity Hybrid DP. The fund is managed by Franklin Templeton Asst Mgmt(IND)Pvt Ltd. The fund managers are Anand Radhakrishnan, Mayank Bukrediwala, Rajasa Kakulavarapu, Sachin Padwal-Desai, Umesh Sharma.
Nav of Franklin India Equity Hybrid Fund (PIDCW-6M) as of 8/5/2022 is ₹23.76 with the total AUM as of 8/6/2022 is ₹1268.358. With Scripbox you can compare and check the latest nav for all mutual funds in India. Franklin India Equity Hybrid Fund (PIDCW-6M) was launched on Dec 10, 1999. The category risk of the fund is Very High Risk.
The minimum SIP amount for Franklin India Equity Hybrid Fund (PIDCW-6M) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is Franklin India Equity Hybrid Fund (PIDCW-6M)?
How to invest in Franklin India Equity Hybrid Fund (PIDCW-6M)?
You can invest in Franklin India Equity Hybrid Fund (PIDCW-6M) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Franklin India Equity Hybrid Fund (PIDCW-6M)?
The minimum sip amount for Franklin India Equity Hybrid Fund (PIDCW-6M) is ₹1000. You can invest in multiples of ₹5000.
Is Franklin India Equity Hybrid Fund (PIDCW-6M) good to invest in?
As per Scripbox experts, Franklin India Equity Hybrid Fund (PIDCW-6M) is a Not Recommended fund. You can investFranklin India Equity Hybrid Fund (PIDCW-6M) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Franklin India Equity Hybrid Fund (PIDCW-6M)?
The expense ratio of the Franklin India Equity Hybrid Fund (PIDCW-6M) is 2.26% for regular plan.