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Franklin India Equity Hybrid Fund - Growth Plan

(Erstwhile Franklin India Balanced Fund-Growth Plan)

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Category: Hybrid: Aggressive
Launch Date: 10-12-1999
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
Expense Ratio: 2.09% As on (31-10-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,013.57 Cr As on (31-10-2024)
Turn over: 30.22%
NAV as on 19-11-2024

258.1953

0.93 (0.3597%)

CAGR Since Inception

13.91%

CRISIL Hybrid 35+65 Aggressive Index 12.55%

PERFORMANCE of Franklin India Equity Hybrid Fund - Growth Plan

Scheme Performance (%)

Data as on - 19-11-2024

Yearly Performance (%)

Fund Managers

Anuj Tagra, Chandni Gupta, Varun Sharma, Rajasa Kakulavarapu, Sandeep Manam

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.

NAV & Lumpsum details( Invested amount 1,00,000)

Show All Monthly Lumpsum Returns
NAV Date NAV Units Market
Value		 Returns
(%)
10-12-1999 10.0 10000.0 100000 0.0 %
18-01-2000 10.74 - 107400 7.4 %
10-02-2000 11.12 - 111200 11.2 %
10-03-2000 11.24 - 112400 12.4 %
10-04-2000 10.44 - 104400 4.4 %
10-05-2000 9.27 - 92700 -7.3 %
12-06-2000 9.34 - 93400 -6.6 %
10-07-2000 9.44 - 94400 -5.6 %
10-08-2000 8.51 - 85100 -14.9 %
11-09-2000 9.24 - 92400 -7.6 %
10-10-2000 8.19 - 81900 -18.1 %
10-11-2000 8.16 - 81600 -18.4 %
11-12-2000 8.77 - 87700 -12.3 %
10-01-2001 8.51 - 85100 -14.9 %
12-02-2001 9.14 - 91400 -8.6 %
12-03-2001 8.01 - 80100 -19.9 %
10-04-2001 7.67 - 76700 -23.3 %
10-05-2001 8.05 - 80500 -19.5 %
11-06-2001 8.11 - 81100 -18.9 %
10-07-2001 7.71 - 77100 -22.9 %
10-08-2001 7.54 - 75400 -24.6 %
10-09-2001 7.51 - 75100 -24.9 %
10-10-2001 7.0 - 70000 -30.0 %
12-11-2001 7.69 - 76900 -23.1 %
10-12-2001 8.35 - 83500 -16.5 %
10-01-2002 8.3 - 83000 -17.0 %
11-02-2002 8.88 - 88800 -11.2 %
11-03-2002 9.36 - 93600 -6.4 %
10-04-2002 9.31 - 93100 -6.9 %
10-05-2002 9.39 - 93900 -6.1 %
10-06-2002 9.15 - 91500 -8.5 %
10-07-2002 9.43 - 94300 -5.7 %
12-08-2002 9.03 - 90300 -9.7 %
11-09-2002 9.04 - 90400 -9.6 %
10-10-2002 8.87 - 88700 -11.3 %
11-11-2002 8.72 - 87200 -12.8 %
10-12-2002 9.3 - 93000 -7.0 %
10-01-2003 9.45 - 94500 -5.5 %
10-02-2003 9.36 - 93600 -6.4 %
10-03-2003 9.19 - 91900 -8.1 %
10-04-2003 9.26 - 92600 -7.4 %
12-05-2003 9.42 - 94200 -5.8 %
10-06-2003 10.07 - 100700 0.7 %
10-07-2003 10.9 - 109000 9.0 %
11-08-2003 11.73 - 117300 17.3 %
10-09-2003 12.81 - 128100 28.1 %
10-10-2003 13.47 - 134700 34.7 %
10-11-2003 14.05 - 140500 40.5 %
10-12-2003 15.14 - 151400 51.4 %
12-01-2004 16.75 - 167500 67.5 %
10-02-2004 16.5 - 165000 65.0 %
10-03-2004 16.87 - 168700 68.7 %
12-04-2004 16.91 - 169100 69.1 %
10-05-2004 16.72 - 167200 67.2 %
10-06-2004 15.41 - 154100 54.1 %
12-07-2004 15.67 - 156700 56.7 %
10-08-2004 16.2 - 162000 62.0 %
10-09-2004 16.77 - 167700 67.7 %
11-10-2004 17.23 - 172300 72.3 %
10-11-2004 17.52 - 175200 75.2 %
10-12-2004 18.13 - 181300 81.3 %
10-01-2005 18.4 - 184000 84.0 %
10-02-2005 19.15 - 191500 91.5 %
10-03-2005 19.7 - 197000 97.0 %
11-04-2005 19.08 - 190800 90.8 %
10-05-2005 19.17 - 191700 91.7 %
10-06-2005 19.68 - 196800 96.8 %
11-07-2005 20.77 - 207700 107.7 %
10-08-2005 21.83 - 218300 118.3 %
12-09-2005 22.93 - 229300 129.3 %
10-10-2005 22.99 - 229900 129.9 %
10-11-2005 22.54 - 225400 125.4 %
12-12-2005 24.17 - 241700 141.7 %
10-01-2006 25.02 - 250200 150.2 %
10-02-2006 26.15 - 261500 161.5 %
10-03-2006 27.33 - 273300 173.3 %
10-04-2006 29.07 - 290700 190.7 %
10-05-2006 30.81 - 308100 208.1 %
12-06-2006 24.5745 - 245745 145.75 %
10-07-2006 25.9943 - 259943 159.94 %
10-08-2006 27.4769 - 274769 174.77 %
11-09-2006 28.8576 - 288576 188.58 %
10-10-2006 30.1239 - 301239 201.24 %
10-11-2006 31.6796 - 316796 216.8 %
11-12-2006 31.9639 - 319639 219.64 %
10-01-2007 32.272 - 322720 222.72 %
12-02-2007 33.5612 - 335612 235.61 %
12-03-2007 31.731 - 317310 217.31 %
10-04-2007 32.3587 - 323587 223.59 %
10-05-2007 33.5124 - 335124 235.12 %
11-06-2007 34.4839 - 344839 244.84 %
10-07-2007 36.5414 - 365414 265.41 %
10-08-2007 36.5525 - 365525 265.53 %
10-09-2007 37.8676 - 378676 278.68 %
10-10-2007 42.8527 - 428527 328.53 %
12-11-2007 43.1127 - 431127 331.13 %
10-12-2007 46.3694 - 463694 363.69 %
10-01-2008 46.2633 - 462633 362.63 %
11-02-2008 40.1425 - 401425 301.43 %
10-03-2008 38.251 - 382510 282.51 %
10-04-2008 37.7482 - 377482 277.48 %
12-05-2008 39.3912 - 393912 293.91 %
10-06-2008 36.4297 - 364297 264.3 %
10-07-2008 34.5339 - 345339 245.34 %
11-08-2008 37.4119 - 374119 274.12 %
10-09-2008 36.3403 - 363403 263.4 %
10-10-2008 29.9586 - 299586 199.59 %
10-11-2008 29.994 - 299940 199.94 %
10-12-2008 28.3643 - 283643 183.64 %
12-01-2009 27.989 - 279890 179.89 %
10-02-2009 28.636 - 286360 186.36 %
12-03-2009 26.6064 - 266064 166.06 %
13-04-2009 31.2254 - 312254 212.25 %
11-05-2009 33.0267 - 330267 230.27 %
10-06-2009 40.4233 - 404233 304.23 %
10-07-2009 37.3959 - 373959 273.96 %
10-08-2009 39.5806 - 395806 295.81 %
10-09-2009 41.4653 - 414653 314.65 %
12-10-2009 42.7064 - 427064 327.06 %
10-11-2009 42.0028 - 420028 320.03 %
10-12-2009 43.5704 - 435704 335.7 %
11-01-2010 44.148 - 441480 341.48 %
10-02-2010 42.8751 - 428751 328.75 %
10-03-2010 44.6249 - 446249 346.25 %
12-04-2010 45.8575 - 458575 358.57 %
10-05-2010 45.4126 - 454126 354.13 %
10-06-2010 45.1644 - 451644 351.64 %
12-07-2010 46.9424 - 469424 369.42 %
10-08-2010 47.2984 - 472984 372.98 %
13-09-2010 49.5787 - 495787 395.79 %
11-10-2010 51.1963 - 511963 411.96 %
10-11-2010 51.5335 - 515335 415.33 %
10-12-2010 49.3173 - 493173 393.17 %
10-01-2011 48.5846 - 485846 385.85 %
10-02-2011 45.8314 - 458314 358.31 %
10-03-2011 47.4704 - 474704 374.7 %
11-04-2011 49.529 - 495290 395.29 %
10-05-2011 48.3875 - 483875 383.88 %
10-06-2011 48.4483 - 484483 384.48 %
11-07-2011 49.4144 - 494144 394.14 %
10-08-2011 47.627 - 476270 376.27 %
12-09-2011 46.6276 - 466276 366.28 %
10-10-2011 46.4857 - 464857 364.86 %
11-11-2011 47.4381 - 474381 374.38 %
12-12-2011 44.7219 - 447219 347.22 %
10-01-2012 45.3205 - 453205 353.2 %
10-02-2012 49.0002 - 490002 390.0 %
12-03-2012 49.0582 - 490582 390.58 %
10-04-2012 49.0558 - 490558 390.56 %
10-05-2012 47.3399 - 473399 373.4 %
11-06-2012 47.6583 - 476583 376.58 %
10-07-2012 49.5525 - 495525 395.52 %
10-08-2012 49.6567 - 496567 396.57 %
10-09-2012 50.152 - 501520 401.52 %
10-10-2012 51.8658 - 518658 418.66 %
12-11-2012 52.2107 - 522107 422.11 %
10-12-2012 54.1574 - 541574 441.57 %
10-01-2013 55.7193 - 557193 457.19 %
11-02-2013 54.6599 - 546599 446.6 %
11-03-2013 54.5876 - 545876 445.88 %
10-04-2013 52.4903 - 524903 424.9 %
10-05-2013 55.8182 - 558182 458.18 %
10-06-2013 55.5852 - 555852 455.85 %
10-07-2013 54.6377 - 546377 446.38 %
12-08-2013 52.258 - 522580 422.58 %
10-09-2013 53.5193 - 535193 435.19 %
10-10-2013 55.0289 - 550289 450.29 %
11-11-2013 56.29 - 562900 462.9 %
10-12-2013 58.1366 - 581366 481.37 %
10-01-2014 57.952 - 579520 479.52 %
10-02-2014 57.3104 - 573104 473.1 %
10-03-2014 60.8483 - 608483 508.48 %
10-04-2014 63.0762 - 630762 530.76 %
12-05-2014 65.0818 - 650818 550.82 %
10-06-2014 70.2746 - 702746 602.75 %
10-07-2014 70.8164 - 708164 608.16 %
11-08-2014 72.1482 - 721482 621.48 %
10-09-2014 77.8098 - 778098 678.1 %
10-10-2014 77.1942 - 771942 671.94 %
10-11-2014 82.4919 - 824919 724.92 %
10-12-2014 84.7559 - 847559 747.56 %
12-01-2015 86.8559 - 868559 768.56 %
10-02-2015 89.1402 - 891402 791.4 %
10-03-2015 90.5747 - 905747 805.75 %
10-04-2015 92.0162 - 920162 820.16 %
11-05-2015 88.7817 - 887817 787.82 %
10-06-2015 88.5582 - 885582 785.58 %
10-07-2015 91.1838 - 911838 811.84 %
10-08-2015 93.8222 - 938222 838.22 %
10-09-2015 88.6519 - 886519 786.52 %
12-10-2015 91.3199 - 913199 813.2 %
10-11-2015 89.5132 - 895132 795.13 %
10-12-2015 88.6215 - 886215 786.21 %
11-01-2016 88.3712 - 883712 783.71 %
10-02-2016 85.5971 - 855971 755.97 %
10-03-2016 87.2898 - 872898 772.9 %
11-04-2016 90.4427 - 904427 804.43 %
10-05-2016 92.0157 - 920157 820.16 %
10-06-2016 94.2437 - 942437 842.44 %
11-07-2016 97.6919 - 976919 876.92 %
10-08-2016 99.5222 - 995222 895.22 %
12-09-2016 101.2687 - 1012687 912.69 %
10-10-2016 101.9483 - 1019483 919.48 %
10-11-2016 100.9452 - 1009452 909.45 %
12-12-2016 97.6929 - 976929 876.93 %
10-01-2017 98.1739 - 981739 881.74 %
10-02-2017 101.9723 - 1019723 919.72 %
10-03-2017 102.4002 - 1024002 924.0 %
10-04-2017 104.3869 - 1043869 943.87 %
10-05-2017 106.6585 - 1066585 966.59 %
12-06-2017 108.4588 - 1084588 984.59 %
10-07-2017 109.0803 - 1090803 990.8 %
10-08-2017 109.9688 - 1099688 999.69 %
11-09-2017 111.8669 - 1118669 1018.67 %
10-10-2017 111.9956 - 1119956 1019.96 %
10-11-2017 115.0583 - 1150583 1050.58 %
11-12-2017 115.5832 - 1155832 1055.83 %
10-01-2018 117.6018 - 1176018 1076.02 %
12-02-2018 115.2021 - 1152021 1052.02 %
12-03-2018 113.1604 - 1131604 1031.6 %
10-04-2018 114.9345 - 1149345 1049.35 %
10-05-2018 115.566 - 1155660 1055.66 %
11-06-2018 116.5289 - 1165289 1065.29 %
10-07-2018 115.719 - 1157190 1057.19 %
10-08-2018 118.2638 - 1182638 1082.64 %
10-09-2018 118.5842 - 1185842 1085.84 %
10-10-2018 110.8479 - 1108479 1008.48 %
12-11-2018 112.2691 - 1122691 1022.69 %
10-12-2018 111.2701 - 1112701 1012.7 %
10-01-2019 114.7726 - 1147726 1047.73 %
11-02-2019 113.9074 - 1139074 1039.07 %
11-03-2019 117.2213 - 1172213 1072.21 %
10-04-2019 120.0987 - 1200987 1100.99 %
10-05-2019 117.6848 - 1176848 1076.85 %
10-06-2019 121.836 - 1218360 1118.36 %
10-07-2019 119.7879 - 1197879 1097.88 %
13-08-2019 114.1776 - 1141776 1041.78 %
11-09-2019 117.0058 - 1170058 1070.06 %
10-10-2019 118.611 - 1186110 1086.11 %
11-11-2019 122.5284 - 1225284 1125.28 %
10-12-2019 121.9058 - 1219058 1119.06 %
10-01-2020 125.1787 - 1251787 1151.79 %
10-02-2020 125.6712 - 1256712 1156.71 %
11-03-2020 114.2938 - 1142938 1042.94 %
13-04-2020 102.2263 - 1022263 922.26 %
11-05-2020 101.731 - 1017310 917.31 %
10-06-2020 110.2038 - 1102038 1002.04 %
10-07-2020 113.1923 - 1131923 1031.92 %
10-08-2020 117.4313 - 1174313 1074.31 %
10-09-2020 118.0978 - 1180978 1080.98 %
12-10-2020 121.8276 - 1218276 1118.28 %
10-11-2020 129.9664 - 1299664 1199.66 %
10-12-2020 139.3247 - 1393247 1293.25 %
11-01-2021 148.5318 - 1485318 1385.32 %
10-02-2021 153.3991 - 1533991 1433.99 %
10-03-2021 155.8038 - 1558038 1458.04 %
12-04-2021 149.0144 - 1490144 1390.14 %
10-05-2021 155.7734 - 1557734 1457.73 %
10-06-2021 165.0492 - 1650492 1550.49 %
12-07-2021 165.4358 - 1654358 1554.36 %
10-08-2021 169.3399 - 1693399 1593.4 %
13-09-2021 175.8366 - 1758366 1658.37 %
11-10-2021 180.0379 - 1800379 1700.38 %
10-11-2021 182.1054 - 1821054 1721.05 %
10-12-2021 176.7078 - 1767078 1667.08 %
10-01-2022 179.6553 - 1796553 1696.55 %
10-02-2022 177.3754 - 1773754 1673.75 %
10-03-2022 167.3402 - 1673402 1573.4 %
11-04-2022 176.6021 - 1766021 1666.02 %
10-05-2022 163.8413 - 1638413 1538.41 %
10-06-2022 164.6482 - 1646482 1546.48 %
11-07-2022 166.6803 - 1666803 1566.8 %
10-08-2022 175.1722 - 1751722 1651.72 %
12-09-2022 182.2513 - 1822513 1722.51 %
10-10-2022 178.1413 - 1781413 1681.41 %
10-11-2022 181.7943 - 1817943 1717.94 %
12-12-2022 186.8687 - 1868687 1768.69 %
10-01-2023 182.2532 - 1822532 1722.53 %
10-02-2023 181.086 - 1810860 1710.86 %
10-03-2023 179.2261 - 1792261 1692.26 %
10-04-2023 180.5227 - 1805227 1705.23 %
10-05-2023 183.96 - 1839600 1739.6 %
12-06-2023 189.7708 - 1897708 1797.71 %
10-07-2023 194.8461 - 1948461 1848.46 %
10-08-2023 200.7011 - 2007011 1907.01 %
11-09-2023 209.0465 - 2090465 1990.46 %
10-10-2023 205.666 - 2056660 1956.66 %
10-11-2023 206.2805 - 2062805 1962.81 %
11-12-2023 218.4004 - 2184004 2084.0 %
10-01-2024 225.3987 - 2253987 2153.99 %
12-02-2024 228.4809 - 2284809 2184.81 %
11-03-2024 235.5442 - 2355442 2255.44 %
10-04-2024 241.2529 - 2412529 2312.53 %
10-05-2024 238.2692 - 2382692 2282.69 %
10-06-2024 248.7851 - 2487851 2387.85 %
10-07-2024 259.1497 - 2591497 2491.5 %
12-08-2024 261.1206 - 2611206 2511.21 %
10-09-2024 267.1562 - 2671562 2571.56 %
10-10-2024 266.3503 - 2663503 2563.5 %
11-11-2024 261.7169 - 2617169 2517.17 %
19-11-2024 258.1953 - 2581953 2481.95 %

RETURNS CALCULATOR for Franklin India Equity Hybrid Fund - Growth Plan

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Franklin India Equity Hybrid Fund - Growth Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Franklin India Equity Hybrid Fund - Growth Plan 9.0 0.73 3.55 0.97 7.64 3.15
Hybrid: Aggressive - - - - - -

PEER COMPARISION of Franklin India Equity Hybrid Fund - Growth Plan

Compare SIP Compare Lumpsum
Amount :
Start :
End :
Period
Data as on - 19-11-2024
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
Franklin India Equity Hybrid Fund - Growth Plan 10-12-1999 23.35 18.24 13.05 15.91 11.89
JM Aggressive Hybrid Fund (Regular) -Growth Option 01-04-1995 32.33 29.82 20.45 24.0 12.56
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 30.95 22.62 14.32 14.67 0.0
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 26.85 20.26 14.51 18.6 0.0
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 05-07-2016 26.09 27.62 16.76 25.48 0.0
Kotak Equity Hybrid - Growth 25-11-1999 25.89 19.41 13.86 17.9 12.75
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 25.78 22.4 17.9 21.42 15.18
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 25.7 21.25 14.92 18.56 12.0
HSBC Aggressive Hybrid Fund - Regular Growth 30-01-2013 25.5 20.76 12.34 14.8 11.72
DSP Equity & Bond Fund- Regular Plan - Growth 26-05-1999 25.1 20.91 12.09 16.01 12.67

PORTFOLIO ANALYSIS of Franklin India Equity Hybrid Fund - Growth Plan

Asset Allocation (%)

Allocation Percentage (%)

Market Cap Distribution

Small Cap

11.81%

Others

32.1%

Large Cap

48.23%

Mid Cap

7.86%

Total

100%