₹ 30.5311
NAV (Nov 11)
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 Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 30.5311
NAV (Nov 11)
Last 1Y | 26.7% |
Last 3Y | 13.1% |
Last 5Y | 16.4% |
Last 10Y | 12.2% |
Since Inception | 14% |
6 Month CAGR | 9.8% |
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 | - |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Franklin India Equity Hybrid Fund (IDCW-I) | 11,03,760 | 3,71,148 | 16.4% | |
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.
HDFC Bank Ltd.
5.49%ICICI Bank Ltd.
4.86%National Bank For Agriculture & Rural Development
3.77%Infosys Ltd.
3.56%Larsen & Toubro Ltd.
3.34%Financial
17.65%Services
7.25%Technology
7.11%Energy
6.07%Healthcare
4.54%Fund Name | Fund Size | |
---|---|---|
₹ 3,319 cr | ||
₹ 50,648 cr | ||
₹ 5,616 cr | ||
₹ 12,306 cr | ||
₹ 24,796 cr |
Franklin Templeton Mutual Fund
Fund Name | Scripbox 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) 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.
What is Franklin India Equity Hybrid Fund (IDCW-I)?
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.