- Mutual Funds
- Franklin Templeton Mutual Funds
- Franklin India Equity Hybrid Fund (RIDCW-6M)
Formerly Franklin India Equity Hybrid DR
Franklin India Equity Hybrid Fund (RIDCW-6M)
₹ 30.2943
NAV (Apr 25)
Aggressive hybrid funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 30.2943
NAV (Apr 25)
Fund Returns
Last 1Y | 22.1% |
Last 3Y | 10.4% |
Last 5Y | 10.8% |
Last 10Y | 13% |
Since Inception | 13.4% |
6 Month CAGR | 18% |
Scheme Information
The investment objective of the 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 | 2.14 |
Launched (25y ago) | Dec 10, 1999 |
AUM in Crores | 1713.972 |
ISIN | INF090I01833 |
Lock-in | No Lock-in |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 11.6 |
Standard Deviation (5yr) | 15.1 |
Beta (3yr) | 1.06 |
Beta (5yr) | 1.06 |
Sharpe Ratio (3yr) | 0.371 |
Sharpe Ratio (5yr) | 0.389 |
YTM | 7.62 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Franklin India Equity Hybrid Fund (RIDCW-6M) | 9,54,750 | 2,22,138 | 10.8% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 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
icici bank ltd
5.4%hdfc bank ltd
4.3%larsen & toubro ltd
4.2%5.63% govt stock 2026
3.8%infosys ltd
3.1%Allocation by Sector
financial services
18.9%industrials
11.4%consumer cyclical
11%technology
6.5%healthcare
4.9%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 33,502 cr | ||
₹ 10,737 cr | ||
₹ 8,943 cr | ||
₹ 3,417 cr | ||
₹ 1,868 cr |
About the AMC
Franklin Templeton Asst Mgmt(IND)Pvt Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
29.2% | 16.8% | ||
24.1% | 18.3% | ||
23.2% | 14.5% | ||
24% | 21.4% | ||
26.2% | 15.2% |
Franklin India Equity Hybrid Fund (RIDCW-6M) Review
Franklin India Equity Hybrid Fund (RIDCW-6M) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 13.4% over a period of 24 years. The fund was previously known as Franklin India Equity Hybrid DR. The fund is managed by Franklin Templeton Asst Mgmt(IND)Pvt Ltd. The fund managers are Anuj Tagra, Chandni Gupta, Rajasa Kakulavarapu, Sandeep Manam, Varun Sharma.
Nav of Franklin India Equity Hybrid Fund (RIDCW-6M) as of 4/25/2024 is ₹30.29 with the total AUM as of 4/25/2024 is ₹1713.972. With Scripbox you can compare and check the latest nav for all mutual funds in India. Franklin India Equity Hybrid Fund (RIDCW-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 (RIDCW-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 (RIDCW-6M)?
How to invest in Franklin India Equity Hybrid Fund (RIDCW-6M)?
You can invest in Franklin India Equity Hybrid Fund (RIDCW-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 (RIDCW-6M)?
The minimum sip amount for Franklin India Equity Hybrid Fund (RIDCW-6M) is ₹1000. You can invest in multiples of ₹5000.
Is Franklin India Equity Hybrid Fund (RIDCW-6M) good to invest in?
As per Scripbox experts, Franklin India Equity Hybrid Fund (RIDCW-6M) is a Not Recommended fund. You can investFranklin India Equity Hybrid Fund (RIDCW-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 (RIDCW-6M)?
The expense ratio of the Franklin India Equity Hybrid Fund (RIDCW-6M) is 2.14% for regular plan.