Franklin-India-Equity-Hybrid-Fund-Growth-Plan

(Erstwhile Franklin India Balanced Fund-Growth Plan)

Category: Hybrid: Aggressive
Launch Date: 10-12-1999
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
Expense Ratio: 2.08% As on (30-12-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,077.66 Cr As on (31-12-2024)
Turn over: 30.22%
NAV as on 14-01-2025

256.3303

0.65 (0.2552%)

CAGR Since Inception

13.79%

CRISIL Hybrid 35+65 Aggressive Index 12.55%

PERFORMANCE of Franklin-India-Equity-Hybrid-Fund-Growth-Plan

Scheme Performance (%)

Data as on - 14-01-2025

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
(%)

RETURNS CALCULATOR for Franklin-India-Equity-Hybrid-Fund-Growth-Plan

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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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 0.79 4.55 0.95 7.78 3.15
Hybrid: Aggressive - - - - - -

PEER COMPARISION of Franklin-India-Equity-Hybrid-Fund-Growth-Plan

Amount :
Start :
End :
Period
Data as on - 14-01-2025
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 12.56 18.35 12.22 15.22 11.39
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 18.99 22.51 12.99 14.2 0.0
Kotak Equity Hybrid - Growth 25-11-1999 15.82 18.52 12.43 16.61 12.52
JM Aggressive Hybrid Fund (Regular) -Growth Option 01-04-1995 15.35 27.0 18.53 22.72 12.24
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 14.92 20.94 14.31 16.83 11.99
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 14.9 21.02 14.4 16.89 12.04
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 14.87 20.34 11.06 14.94 12.23
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 14.68 20.5 13.93 17.33 11.9
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 14.66 20.2 12.86 17.76 0.0
HSBC Aggressive Hybrid Fund - Regular Growth 05-01-2013 14.45 19.91 10.15 13.65 10.94

PORTFOLIO ANALYSIS of Franklin-India-Equity-Hybrid-Fund-Growth-Plan

Asset Allocation (%)

Allocation Percentage (%)

Market Cap Distribution

Small Cap

12.45%

Others

32.1%

Large Cap

46.27%

Mid Cap

9.18%

Total

100%