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

Formerly Franklin India Equity Hybrid DR

Franklin Templeton Mutual Funds

Franklin India Equity Hybrid Fund (RIDCW-6M)

HybridAggressive Hybrid

29.3467

NAV (Jun 14)

10.1%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in aggressive hybrid mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

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

Outperformance Consistency

Neutral

The performance of the fund on a Outperformance Consistency metric has been Neutral

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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

29.3467

NAV (Jun 14)

Fund Returns

Last 1Y
31.7%
Last 3Y
15.1%
Last 5Y
15.7%
Last 10Y
13.7%
Since Inception
14.1%
6 Month CAGR
14.3%

Scheme Information

Investment Objective

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
2.12
Launched (25y ago)
Dec 10, 1999
AUM in Crores
1806.962
ISIN
INF090I01833
Lock-in
No Lock-in
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
12.1
Standard Deviation (5yr)
15.5
Beta (3yr)
1.06
Beta (5yr)
1.06
Sharpe Ratio (3yr)
0.091
Sharpe Ratio (5yr)
0.326
YTM
7.68
Fund Managers

Chandni Gupta

Fund Manager

Rajasa Kakulavarapu

Fund Manager

Sandeep Manam

Fund Manager

Varun Sharma

Fund Manager

Anuj Tagra

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Franklin India Equity Hybrid Fund (RIDCW-6M)70%9,37,888 2,05,27610.1%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-06-14

Top Stock Holdings

hdfc bank ltd

5.7%
5.7%

icici bank ltd

4.9%
4.9%

call,cash & other assets

4.2%
4.2%

larsen & toubro ltd

3.5%
3.5%

infosys ltd

3.1%
3.1%
See all holdings

Allocation by Sector

financial services

20.1%
20.1%

industrials

11.5%
11.5%

consumer cyclical

10%
10%

technology

5.8%
5.8%

healthcare

4.6%
4.6%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 35,122 cr

₹ 11,281 cr

₹ 9,275 cr

₹ 848 cr

₹ 2,114 cr

amc-img

About the AMC

Franklin Templeton Asst Mgmt(IND)Pvt Ltd

Franklin Templeton Asst Mgmt(IND)Pvt Ltd manages assets worth 99,533 crores and was set up on 6 October 1995. It's current offering of mutual fund schemes includes 39 equity,207 debt and 30 hybrid funds.amc-img
phone-img022-67519100
Fund NameScripbox Opinion
Till Date CAGR

26.1%

17.1%

21.9%

18.4%

20.7%

14.8%

21.2%

21.6%

23.7%

15.5%

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 13.2% 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 6/14/2024 is ₹29.35 with the total AUM as of 6/16/2024 is ₹1806.962. 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)?

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

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 2.12% for regular plan.