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Franklin India Equity Hybrid Fund - Growth Plan

  • Hybrid
  • Aggressive
  • Very High
  • Current NAV

    ₹238.46 0.4176%

    23-04-2024
  • Annual Returns

    32.54%

  • Min. SIP ₹500

    Min. Investment ₹5000

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  • Equity 71.35%
  • Debt 26.27%
  • Others 2.38%

Market Cap

Allocation
Large Cap 53.81
Small Cap 9.53
Mid Cap 6.59
Others 1.42

Sector Allocation

Financial

Technology

Services

Construction

Energy

Automobile

Healthcare

Consumer Staples

Capital Goods

Consumer Discretionary

Unclassified

Communication

Insurance

Metals & Mining

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
23-Apr-2024
Holdings PE Ratio
23-Apr-2024
1Y Return
HDFC Bank Ltd. Large Cap Financial (24.8) 6.13% 19.39 -9.97%
ICICI Bank Ltd. Large Cap Financial (24.8) 5.75% 18.03 23.2%
Infosys Ltd. Large Cap Technology (31.53) 3.97% 22.78 17.32%
Larsen & Toubro Ltd. Large Cap Construction (47.19) 3.8% 40.14 63.07%
Axis Bank Ltd. Large Cap Financial (24.43) 3.43% 28.68 29.81%
Tata Motors Ltd. Large Cap Automobile (95.46) 2.48% 40.82 136.49%
Reliance Industries Ltd. Large Cap Unclassified (40.15) 2.3% 28.23 24.29%
HCL Technologies Ltd. Large Cap Technology (31.53) 2.23% 25.66 41.51%
State Bank of India Large Cap Financial (16.11) 2.14% 10.64 42.51%
Sun Pharmaceutical Industries Ltd. Large Cap Healthcare (54.69) 2.03% 40.03 50.23%
Bharti Airtel Ltd. Large Cap Communication (73.8) 1.82% 92.59 76.31%
NTPC Ltd. Large Cap Energy (26.55) 1.73% 17.26 104.78%
Dabur India Ltd. Large Cap Consumer Staples (59.04) 1.71% 50.37 -3.29%
Indusind Bank Ltd. Large Cap Financial (24.8) 1.71% 13.22 32%
Sapphire Foods India Ltd. Small Cap Services (67.99) 1.71% 48.12 17.18%
Kirloskar Oil Engines Ltd. Small Cap Capital Goods (64.42) 1.66% 36.45 136.36%
GAIL (India) Ltd. Large Cap Energy (23.83) 1.55% 16.27 84.52%
United Spirits Ltd. Large Cap Consumer Staples (30.79) 1.54% 0 0%
ICICI Prudential Life Insurance Company Ltd. Large Cap Insurance (25.04) 1.24% 94.36 34.5%
Maruti Suzuki India Ltd. Large Cap Automobile (45.37) 1.12% 33.53 51.61%
Jubilant FoodWorks Ltd. Mid Cap Services (67.99) 1.12% 132.29 -0.14%
Crompton Greaves Consumer Electricals Ltd. Mid Cap Consumer Discretionary (82.47) 1.1% 45.81 4.33%
Escorts Kubota Ltd. Mid Cap Automobile (63.78) 1.1% 35.04 65.2%
Zomato Ltd. Large Cap Services (36.51) 1.09% -10.49 85.47%
Hindustan Aeronautics Ltd. Large Cap Capital Goods 1.01% 0%
Tech Mahindra Ltd. Large Cap Technology (31.53) 1% 41.65 20.2%
PB Fintech Ltd. Mid Cap Services (76.58) 0.94% 615.37 84.19%
SBI Cards And Payment Services Ltd. Large Cap Financial (32.53) 0.94% 0 -2.28%
Kalyan Jewellers India Ltd. Small Cap Consumer Discretionary (88.86) 0.92% 80.92 303.25%
Ultratech Cement Ltd. Large Cap Construction (55.96) 0.86% 44.61 34.3%
Nuvoco Vistas Corporation Ltd. Small Cap Construction (57.69) 0.84% 49.81 4.55%
Torrent Pharmaceuticals Ltd. Large Cap Healthcare (54.69) 0.81% 59.65 63.01%
Jyothy Labs Ltd. Small Cap Consumer Staples (59.04) 0.77% 44.23 119.54%
Affle (India) Ltd. Small Cap Technology (34.34) 0.77% 54.87 18.02%
Westlife Foodworld Ltd. Small Cap Services (67.99) 0.77% 144.32 16.9%
Metropolis Healthcare Ltd. Small Cap Healthcare (64.18) 0.75% -1.11 36.82%
Hindustan Petroleum Corporation Ltd. Mid Cap Energy (40.15) 0.72% 4.05 99.9%
Cognizant Technology Solutions Corp. Technology 0.72% 0%
Tata Steel Ltd. Large Cap Metals & Mining (21.88) 0.71% -60.09 51.72%
Oil & Natural Gas Corporation Ltd. Large Cap Energy (9.19) 0.71% 8.46 73.3%
Mankind Pharma Ltd. Healthcare (54.69) 0.7% 55.12 0%
ACC Ltd. Mid Cap Construction (57.69) 0.7% 28.29 42.77%
TeamLease Services Ltd. Small Cap Services (46.46) 0.68% 47.17 15.27%
Multi Commodity Exchange Of India Ltd. Small Cap Services (121.78) 0.66% 28857.1 177.07%
Voltas Ltd. Mid Cap Consumer Discretionary (59.74) 0.56% 165.4 63.09%
Dalmia Bharat Ltd. Mid Cap Construction (57.69) 0.35% 33.42 2%

Market Cap

Allocation
Others 26.27

Sector Allocation

Sovereign

Financial

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
5.63% GOI 12/04/2026 Sovereign 5.05% 0%
5.15% GOI 2025 Sovereign 4.39% 0%
5.74% GOI 15/11/2026 Sovereign 3.38% 0%
7.41% GOI 19/12/2036 Sovereign 3.2% 0%
7.38% GOI 20/06/2027 Sovereign 3.18% 0%
JM Financial Products Ltd.% 365-D 08/09/2023 Financial 2.41% 0%
7.9% Bajaj Housing Finance Ltd. 28/04/2028 Financial 2.13% 0%
7.61% LIC Housing Finance Ltd. 30/07/2025 Financial 1.49% 0%
7.4% Housing Development Finance Corporation Ltd. 02/06/2025 Financial 1.04% 0%

Market Cap

Allocation
Others 2.38

Sector Allocation

Others

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 2.38% 0%

Frequently Asked Questions’s

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 holdings for Franklin India Equity Hybrid Fund?

The top holdings of this fund are HDFC Bank Ltd., ICICI Bank Ltd., Infosys Ltd., Larsen & Toubro Ltd., Axis Bank Ltd.

Top 5 Sector for Franklin India Equity Hybrid Fund?

The major sectors of this fund are Financial, Technology, Services, Construction, Energy.

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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