• Mutual Funds
  • Franklin Templeton Mutual Funds
  • Franklin India Equity Hybrid Fund (PIDCW-6M)

Formerly Franklin India Equity Hybrid DP

Franklin Templeton Mutual Funds

Franklin India Equity Hybrid Fund (PIDCW-6M)

HybridAggressive Hybrid

23.7649

NAV (Aug 05)

7.1%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in aggressive hybrid mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 1,268 Cr

The performance of the fund on a Fund Size metric has been Satisfactory

Outperformance Consistency

View all 7 analysis

View Less

Invest in this fund

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical 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

Investment Objective

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

Fund Managers

Mayank Bukrediwala

Fund Manager

Rajasa Kakulavarapu

Fund Manager

Sachin Padwal-Desai

Fund Manager

Umesh Sharma

Fund Manager

Anand Radhakrishnan

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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

Last updated on 2022-08-05

Top Stock Holdings

5.15% govt stock 2025

7.5%
7.5%

5.63% govt stock 2026

5.6%
5.6%

hdfc bank ltd

5.3%
5.3%

infosys ltd

4.9%
4.9%

icici bank ltd

4.8%
4.8%
See all holdings

Allocation by Sector

financial services

21.6%
21.6%

consumer cyclical

11.1%
11.1%

industrials

8.4%
8.4%

technology

7.6%
7.6%

utilities

5%
5%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
Kotak Equity Arbitrage Fund (G)
Kotak Equity Arbitrage Fund (G)

₹ 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.

amc-img

  • 022-67519100
  • services@franklintempleton.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    Franklin India Feeder Franklin U S Opportunities Fund (G)
    Franklin India Feeder Franklin U S Opportunities Fund (G)

    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 Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Franklin 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)?

    Franklin India Equity Hybrid Fund (PIDCW-6M) is a Aggressive Hybrid Hybrid scheme predominantly investing across Hybrid stocks with an investment objective to generate wealth over the long term.

    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.