Analyst’s Choice
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
---|---|---|---|---|---|---|
Franklin India Equity Hybrid Fund
|
Very High
|
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2.11 |
|||
Very High
|
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1.60 |
||||
Very High
|
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1.75 |
||||
Very High
|
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1.78 |
||||
Very High
|
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1.89 |
₹1,985 Cr
1.00 (365)
5,000
1,000
500
12
Investment Strategy
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.
Suitability
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
Aggressive hybrid funds invest 65-80 per cent of your money in equity shares and the rest in bonds. Their returns are slightly lower than those of pure equity funds which invest all your money in shares, but they also fall relatively less when the stock markets decline. This makes them suitable for conservative equity investors or first-time equity investors who are not used to sharp ups and downs.
Like for all equity-linked investments, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other aggressive hybrid fund, if you need to redeem your investment in less than five years.
Capital Gains Taxation
Dividend Taxation
Franklin India Equity Hybrid Fund invests 65-80 per cent of its assets in equity stocks and the remaining 20-35 per cent in bonds.
Mutual funds can be bought directly from the website of the fund house. For instance, Franklin India Equity Hybrid Fund fund can be purchased from the website of Franklin Templeton Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Franklin India Equity Hybrid Fund is ₹259.7844 as of 14-Aug-2024.
The AUM of Franklin India Equity Hybrid Fund Fund is ₹1,985 Cr as of 31-Jul-2024
The riskometer level of Franklin India Equity Hybrid Fund is Very High. See More
Company | Percentage of Portfolio |
---|---|
National Bank For Agriculture & Rural Development SR 23H Debenture 7.58 31/07/2026 |
3.77
|
Bajaj Finance Ltd Debenture 7.82 31/01/2034 |
2.61
|
ICICI Home Finance Company Ltd SR HDBMAR241 Debenture 8.10 05/03/2027 |
2.61
|
LIC Housing Finance Ltd Debenture 7.835 11/05/2027 |
2.56
|
National Bank For Agriculture & Rural Development SR 24A FRB 7.50 |
1.88
|
As of 31-Jul-2024, Franklin India Equity Hybrid Fund had invested 68.59% in Equity, 28.42% in Debt and 2.99% in Cash & Cash Eq. See More
Franklin India Equity Hybrid Fund is 24 years 8 months old. It has delivered 14.10% returns since inception. See More
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
---|---|---|---|---|---|
29.43%
|
14.84%
|
17.85%
|
13.15%
|
13.50%
|
14.10%
|
No, There is no lock in period in Franklin India Equity Hybrid Fund.
The expense ratio of Franklin India Equity Hybrid Fund is 2.11.