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  • Franklin Templeton Mutual Fund
  • Franklin India Equity Hybrid Fund (IDCW-I)
Franklin Templeton Mutual Funds

Franklin India Equity Hybrid Fund (IDCW-I)

HybridAggressive Hybrid

30.5311

NAV (Nov 11)

16.372%
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 ->

Downside Protection Measure

Good

The performance of the fund on a Downside Protection Measure metric has been Good

Fund Size

Satisfactory

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

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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

30.5311

NAV (Nov 11)

Fund Returns

Last 1Y
26.7%
Last 3Y
13.1%
Last 5Y
16.4%
Last 10Y
12.2%
Since Inception
14%
6 Month CAGR
9.8%

Scheme Information

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.

Expense Ratio
2.09%
Launched 24Y ago
1999-12-10
AUM in Crores
2013.6
ISIN
INF090I01833
Lock-in (days)
No Lock-in
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
9.1
Beta
0.8
Sharpe Ratio
1
YTM
-
Fund Managers

Ajay Argal

Fund Manager

Anuj Tagra

Fund Manager

Chandni Gupta

Fund Manager

Rajasa Kakulavarapu

Fund Manager

Sandeep Manam

Fund Manager

Varun Sharma

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 (IDCW-I)70%11,03,760 3,71,14816.4%
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 2024-01-29

Top Stock Holdings

HDFC Bank Ltd.

5.49%
5.493%

ICICI Bank Ltd.

4.86%
4.859%

National Bank For Agriculture & Rural Development

3.77%
3.773%

Infosys Ltd.

3.56%
3.557%

Larsen & Toubro Ltd.

3.34%
3.344%
See all holdings

Allocation by Sector

Financial

17.65%
17.648926%

Services

7.25%
7.250664%

Technology

7.11%
7.108717%

Energy

6.07%
6.072274%

Healthcare

4.54%
4.544487%
See all sectors

Comparison with Hybrid Funds

Fund NameFund Size
hdfc
HDFC Hybrid Debt Fund (G)

₹ 3,319 cr

₹ 50,648 cr

₹ 5,616 cr

₹ 12,306 cr

₹ 24,796 cr

amc-img

About the AMC

Franklin Templeton Mutual Fund

Franklin Templeton Investments, set up in 1987, dedicated its asset management services to institutional, retail, and high-net-worth clients. Franklin Templeton's entry into India dates back to 1996 and is set up under the name Templeton Asset Management India Pvt. Limited. amc-img
phone-img1800-425-4255 / 60004255
Fund NameScripbox Opinion
Till Date CAGR

15.4%

14.6%

19.7%

15.4%

16.8%

18.3%

19.5%

16.8%

17.4%

21.5%

Franklin India Equity Hybrid Fund (IDCW-I) Review

Franklin India Equity Hybrid Fund (IDCW-I) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 13.99% over 24 years. The fund has grown over a period of 24 years. The fund is managed by Franklin Templeton Mutual Fund. The fund managers are Ajay Argal, Anuj Tagra, Chandni Gupta, Rajasa Kakulavarapu, Sandeep Manam, Varun Sharma.

Nav of Franklin India Equity Hybrid Fund (IDCW-I) as of 11/11/2024 is ₹30.53 with the total AUM as of 11/14/2024 is ₹2013.57. With Scripbox you can compare and check the latest nav for all mutual funds in India. Franklin India Equity Hybrid Fund (IDCW-I) was launched on 1999-12-10. The category risk of the fund is Very High.

The minimum SIP amount for Franklin India Equity Hybrid Fund (IDCW-I) 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 (IDCW-I)?

It 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 (IDCW-I)?

You can invest in Franklin India Equity Hybrid Fund (IDCW-I) 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 (IDCW-I)?

The minimum sip amount for Franklin India Equity Hybrid Fund (IDCW-I) is ₹1000. You can invest in multiples of ₹5000.

Is Franklin India Equity Hybrid Fund (IDCW-I) good to invest in?

According to Scripbox opinion, it is a 1-star fund. You can invest in this fund if its investment objective and risk level align with your goals and risk preferences.

What is the expense ratio of the Franklin India Equity Hybrid Fund (IDCW-I)?

The expense ratio of the Franklin India Equity Hybrid Fund (IDCW-I) is 2.09% for regular plan.

What is the NAV of Franklin India Equity Hybrid Fund (IDCW-I)?

Today's Franklin India Equity Hybrid Fund (IDCW-I) NAV is ₹30.53.