Mutual Funds
Franklin India Equity Hybrid Fund - Direct (G)

Franklin India Equity Hybrid Fund - Direct (G)

Aggressive Hybrid Fund

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NAV
300.89(0.03%)
Fund Size (CR)
₹2,050.04
Expense Ratio
1.01
Scheme Type
Active Fund
Value Research

Min. investment
₹5,000
Minimum Additional Investment
₹1,000
Minimum SIP Investment
₹100
Minimum Withdrawal
₹1,000
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
0%
Return Since Launch
15.19%

Absolute Return: -1.83%

Annualized Return: 0%

Basic Details

Scheme Manager

Rajasa Kakulavarapu

Bench Mark

CRISIL Hybrid 35+65 - Aggressive Index

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	20 December 2024	10072.66	0.73%	-	0.40%	38/210
1 Month	27 November 2024	10021.64	0.22%	-	-0.26%	47/210
3 Month	27 September 2024	9754.28	-2.46%	-	-4.49%	26/210
6 Month	27 June 2024	10406.98	4.07%	-	2.37%	40/210
1 Year	27 December 2023	11958.97	19.59%	19.59%	17.58%	63/210
3 Year	27 December 2021	15781.01	57.81%	16.42%	14.06%	57/210
5 Year	27 December 2019	22349.77	123.50%	17.45%	15.70%	59/205
Since Inception	1 January 2013	54556.12	445.56%	15.19%	12.79%	32/210

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	1 January 2024	1,20,000	128155.01	6.80%	6.80%
3 Year	3 January 2022	3,60,000	483575.02	34.33%	10.34%
5 Year	1 January 2020	6,00,000	976309.14	62.72%	10.23%
10 Year	1 January 2015	12,00,000	2639533.19	119.96%	8.20%

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

2.66%

Standard Deviation

0.69%

Beta

0.96%

Sharpe Ratio

0.12%

Treynor's Ratio

5.24%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
HDFC Bank	6.80%	776500	139.46	Equity	Banks
ICICI Bank	5.29%	834000	108.43	Equity	Banks
Infosys	3.48%	384300	71.40	Equity	IT - Software
Larsen & Toubro	3.40%	187000	69.65	Equity	Infrastructure Developers & Operators
Bharti Airtel	2.80%	353000	57.44	Equity	Telecomm-Service
Axis Bank	2.40%	433000	49.20	Equity	Banks
HCL Technologies	2.19%	242600	44.83	Equity	IT - Software
Reliance Industr	2.05%	324800	41.97	Equity	Refineries
Zomato Ltd	1.77%	1300000	36.37	Equity	E-Commerce/App based Aggregator
United Spirits	1.75%	235000	35.93	Equity	Alcoholic Beverages

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
Franklin India Equity Hybrid Fund - Direct (G)	2050.04	0.22%	-2.46%	4.07%	19.59%	16.42%
JM Aggressive Hybrid Fund - Direct (Bonus)	719.68	0.33%	-3.53%	2.37%	30.26%	24.86%
JM Aggressive Hybrid Fund - Direct (Half-Bonus)	719.68	0.33%	-3.53%	2.37%	30.26%	24.86%
JM Aggressive Hybrid Fund - Direct (Quarterly-Bonus)	719.68	0.33%	-3.53%	2.37%	30.26%	24.86%
JM Aggressive Hybrid Fund - Direct (Annual-Bonus)	719.68	0.33%	-3.54%	2.36%	30.25%	24.86%
JM Aggressive Hybrid Fund - Direct (IDCW-H)	719.68	0.33%	-3.54%	2.36%	30.24%	24.86%

News

Franklin Templeton MF announces change in Fund Manager of the following scheme

Franklin Templeton Mutual Fund has announced change in Fund Managers of the following scheme with effect from: 03 December 2024

Change in Fund Managers of the Scheme:

Scheme Name	Existing Fund Manager(s)	New Fund Manager(s)
Franklin India Arbitrage Fund	' Yogik Pitti ' Rajasa Kakulavarpu ' Pallab Roy	' Yogik Pitti ' Rajasa Kakulavarpu ' Pallab Roy ' Rohan Maru

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Franklin Templeton MF Announces Income Distribution cum Capital Withdrawal (IDCW) under two schemes
Franklin Templeton Mutual Fund has announced 31 October 2024 as the record date for declaration of Income Distribution cum Capital Withdrawal (IDCW) under the following schemes. The amount of IDCW (Rs per unit) on the face value of Rs 10 per unit will be:
Franklin India Technology Fund ' IDCW Plan: 4.650
Franklin India Technology Fund ' Direct IDCW Plan: 5.250
Franklin India Opportunities Fund ' IDCW Plan: 3.500
Franklin India Opportunities Fund ' Direct IDCW Plan: 4.000
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Franklin Templeton Mutual Fund announces change in Key Personnel
Franklin Templeton Mutual Fund has announced that Mr. Nikhilesh Panchal has been appointed as a Director on the Board of Franklin Templeton Management Company Ltd. effective October 15, 2024.
Details of Mr. Nikhilesh Panchal
Age: 57 years
Designation: Independent Director
Qualification: L.L.B (Government Law College)- 1991 L.L.M (Commercial Laws) - 1996) Solicitor (Mumbai)- 1995 Solicitor (England & Wales) (Non- practicing)- 1997
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Fund House Details & Investment Objective

Date of Incorporation

1 January 2013

Total AUM (Cr)

₹2050.04

Franklin India Equity Hybrid Fund - Direct (G) is an Aggressive Hybrid Fund-oriented fund from the renowned AMC, Franklin Templeton Mutual Fund. Launched in 1 January 2013, this fund is managed by Rajasa Kakulavarapu. With assets under management (AUM) worth ₹2,050.04 (Cr), as of 27 December 2024, Franklin India Equity Hybrid Fund - Direct (G) is categorized as a Aggressive Hybrid Fund within its segment. The fund has generated a return of 15.19% since its launch.
The current NAV of Franklin India Equity Hybrid Fund - Direct (G) is ₹300.9, as on 27 December 2024. The fund's benchmark index is CRISIL Hybrid 35+65 - Aggressive Index. You can invest in Franklin India Equity Hybrid Fund - Direct (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹5,000.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
Upto 10% of the units may be redeemed without any exit load within 1 year from the date of allotment. 1.00% - If redeemed on or before limit shall be 1 year from the date of allotment Nil - If redeemed after 1 year from the date of allotment. The fund has generated 16.42% and 17.45% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 68.38% in Equity, 29.65% in Debt and 1.97% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 30.01% in Debt, 16.77% in Banks, 6.96% in IT-Software, 4.09% in Telecom-Services, 3.36% in Construction

FAQs

How to Invest in Franklin India Equity Hybrid Fund - Direct (G) Direct Growth?

Franklin India Equity Hybrid Fund - Direct (G) is a popular fund in the Aggressive Hybrid Fund segment. The fund has generated a return of 15.19% since inception. Looking to invest in Franklin India Equity Hybrid Fund - Direct (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in Franklin India Equity Hybrid Fund - Direct (G) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, Franklin India Equity Hybrid Fund - Direct (G)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in Franklin India Equity Hybrid Fund - Direct (G) today and reap the benefits of this Aggressive Hybrid Fund fund!

How much returns has Franklin India Equity Hybrid Fund - Direct (G) Direct Growth generated?

In the short term, i.e., 1 year, Franklin India Equity Hybrid Fund - Direct (G) has generated annualised return of 19.59%. In the long-term, the fund has generated 16.42% and 17.45% in 3 and 5 years respectively. Since its inception, the fund has generated 15.19% returns.

What is the expense ratio of Franklin India Equity Hybrid Fund - Direct (G) Direct Growth?

The expense ratio of Franklin India Equity Hybrid Fund - Direct (G) Direct Growth is 1.01%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of Franklin India Equity Hybrid Fund - Direct (G) Fund Direct Growth?

The Assets Under Management (AUM) of Franklin India Equity Hybrid Fund - Direct (G) is ₹2,050.04 (Cr) as of 2024-12-27 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from Franklin India Equity Hybrid Fund - Direct (G) Direct Growth?

Redeeming or selling units of Franklin India Equity Hybrid Fund - Direct (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from Franklin India Equity Hybrid Fund - Direct (G):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case Franklin India Equity Hybrid Fund - Direct (G)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).