Franklin India Equity Hybrid Fund - IDCW

3
Aggressive NAV 25.9619 0 29 September, 2023

Fund Details

Category Aggressive
Fund Type Open Ended
Investment Plan Dividend
Launch Date 10 December, 1999
Benchmark CRISIL Balance Fund
Asset Size(Cr) 1386.23246
Turn over 50.43%
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Expense Ratio 2.15
Fund Manager Anand Radhakrishnan, Sachin Padwal-Desai, Umesh Sharma, Rajasa Kakulavarapu, Sandeep Manam
Fund House Franklin Templeton Mutual Fund

Investment Returns (As on 29 Sep, 2023)

Duration Returns Benchmark Category
1 W 1.03% 1.58% 1.37%
1 M 1.57% 4.02% 2.99%
3 M 1.17% 1.44% 1.72%
6 M -0.18% 0.35% 0.47%
1 Y -1.79% 7.25% 6.04%
2 Y 0.99% 12.49% 9.96%
3 Y 13.6% 23.79% 19.46%
5 Y 6.1% 12.46% 9.61%

Risk Mesasures (As on 29 Sep, 2023)

Std Dev Sharpe Beta Alpha
Fund 9.38 1.27 -1.55 0.98
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Jun, 2023)

Assets Allocation

Sector Holdings
Others 2.38%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Franklin India Equity Hybrid Fund - IDCW -1.79% 13.6% 6.1%
ICICI Prudential Equity & Debt Fund - Growth 9.04% 27.97% 14.07%
Nippon India Equity Hybrid Fund - Growth Plan 8.89% 22.51% 5.33%
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth -0.58% 18.34% 6.88%
SBI Equity Hybrid Fund - Regular Plan -Growth 2.31% 17.29% 10.21%

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