Franklin India Equity Hybrid Fund - Growth - Regular Plan

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  • 0.52 %Nav, as on 23-01-2025

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  • Net Change on 23-01-2025

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The fund aims to provide long term growth of capital and current income by investing in equity and equity related securities and fixed income instruments.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Franklin India Equity Hybrid Fund - Growth -3.21 -3.20 12.19 12.90 15.16 13.74
CRISIL Hybrid 35+65 - Aggressive Index N/A N/A N/A N/A N/A N/A
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Franklin India Equity Hybrid Fund - Growth Dec 10, 1999 12.19 12.90 15.16 2.08 2,077.66
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth Jan 06, 1996 Unrated 11.98 10.11 13.06 1.40 71,635.79
ICICI Prudential Equity & Debt Fund - Growth Nov 03, 1999 13.46 17.03 20.54 1.59 39,769.96
HDFC Hybrid Equity Fund-Growth Apr 06, 2005 9.17 11.42 14.82 1.68 23,911.59
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Feb 01, 1993 10.84 10.36 14.50 1.73 10,747.36
DSP Aggressive Hybrid Fund- Regular Plan - Growth May 27, 1999 15.07 11.89 14.94 1.75 10,306.16

Fund Holdings as on 31-December-2024

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Call, Cash & Other Assets

  • Infosys Ltd

  • Larsen & Toubro Ltd

  • Bharti Airtel Ltd

  • 7.82% Bajaj Finance Ltd (31-Jan-2034) **

  • 8.10% ICICI Home Finance Co Ltd (05-Mar-2027) **

  • 8.65% Bharti Telecom Ltd (05-Nov-2027) **

  • 7.97% Mankind Pharma Ltd (16-Nov-2027) **

  • Axis Bank Ltd

  • HCL Technologies Ltd

  • Reliance Industries Ltd

  • United Spirits Ltd

  • Zomato Ltd

  • 8.80% Bharti Telecom Ltd (21-Nov-2025) **

  • PB Fintech Ltd

  • 7.90% Bajaj Housing Finance Ltd (28-Apr-2028) **

  • Apollo Hospitals Enterprise Ltd

  • Sun Pharmaceutical Industries Ltd

  • State Bank of India

  • Crompton Greaves Consumer Electricals Ltd

  • NTPC Ltd

  • Ultratech Cement Ltd

  • Maruti Suzuki India Ltd

  • Jubilant Foodworks Ltd

  • 9.03% Credila Financial Services Ltd (04-Mar-2026) **

  • 7.58% National Bank For Agriculture & Rural Development (31-Jul-2026)

  • 8.75% Bharti Telecom Ltd (05-Nov-2029)

  • 7.87% Summit Digitel Infrastructure Ltd (15-Mar-2030) **

  • 7.96% Pipeline Infrastructure Ltd (11-Mar-2029) **

  • 6.40% Jamnagar Utilities & Power Pvt Ltd (29-Sep-2026) **

  • Tata Motors Ltd

  • 6.40% LIC Housing Finance Ltd (30-Nov-2026) **

  • GAIL (India) Ltd

  • Lemon Tree Hotels Ltd

  • Pearl Global Industries Ltd

  • 8.29% ONGC Petro Additions Ltd (25-Jan-2027) **

  • Tech Mahindra Ltd

  • Hindustan Unilever Ltd

  • Amber Enterprises India Ltd

  • HDFC Life Insurance Co Ltd

  • 7.43% Small Industries Development Bank Of India (31-Aug-2026) **

  • Amara Raja Energy And Mobility Ltd

  • Sapphire Foods India Ltd

  • 0.00% REC Ltd (03-Nov-2034)

  • IndusInd Bank Ltd

  • Eris Lifesciences Ltd

  • Bharti Hexacom Ltd

  • Kirloskar Oil Engines Ltd

  • Bharat Electronics Ltd

  • Intellect Design Arena Ltd

  • Prestige Estates Projects Ltd

  • JK Lakshmi Cement Ltd

  • Oil & Natural Gas Corporation Ltd

  • PNB Housing Finance Ltd

  • Marico Ltd

  • Tube Investments of India Ltd

  • Chemplast Sanmar Ltd

  • 360 One Wam Ltd

  • SKF India Ltd

  • SRF Ltd

  • Teamlease Services Ltd

  • Tata Steel Ltd

  • 8.3774% Kotak Mahindra Investments Ltd (21-Jun-2027) **

  • 7.61% LIC Housing Finance Ltd (30-Jul-2025) **

  • 7.50% National Bank For Agriculture & Rural Development (31-Aug-2026) **

  • 7.54% Small Industries Development Bank Of India (12-Jan-2026) **

  • 5.63% GOI 2026 (12-Apr-2026)

  • Indus Towers Ltd

  • Piramal Pharma Ltd

  • 7.68% Small Industries Development Bank Of India (10-Aug-2027)

  • 7.40% HDFC Bank Ltd (02-Jun-2025) **

  • Elecon Engineering Co Ltd

  • 7.38% GOI 2027 (20-Jun-2027)

  • Numero Uno International Ltd ** ^^

  • Globsyn Technologies Ltd ** ^^

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  • Miscellaneous

  • Bank - Private

  • IT - Software

  • Telecommunication - Service Provider

  • Engineering - Construction

  • Consumer Food

  • Pharmaceuticals & Drugs

  • Cement & Construction Materials

  • Refineries

  • Breweries & Distilleries

  • e-Commerce

  • Fintech

  • Hospital & Healthcare Services

  • Bank - Public

  • Consumer Durables - Domestic Appliances

  • Power Generation/Distribution

  • Automobiles - Passenger Cars

  • Automobiles-Trucks/Lcv

  • Industrial Gases & Fuels

  • Hotel, Resort & Restaurants

  • Chemicals

  • Textile

  • Household & Personal Products

  • Air Conditioners

  • Insurance

  • Batteries

  • Engineering - Industrial Equipments

  • Defence

  • Construction - Real Estate

  • Oil Exploration

  • Finance - Housing

  • Cycles

  • Finance - Others

  • Bearings

  • Professional Services

  • Steel & Iron Products

  • IT - Education

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Fund Manager

  • CARE AAA

  • Cash

  • CRISIL AA

  • CRISIL AA+

  • CRISIL AAA

  • Equity

  • IND AAA

  • Sov

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About Franklin India Equity Hybrid Fund

Scheme Analysis

Franklin India Equity Hybrid Fund is a Hybrid - Aggressive Hybrid Fund fund and belongs to Franklin Templeton Mutual Fund. It was launched on 10-Dec-1999 and currently has an AUM of ₹2,077.66 crore. Franklin India Equity Hybrid Fund is benchmarked against CRISIL Hybrid 35+65 - Aggressive Index as primary index and NIFTY 50 - TRI as secondary index.

The NAV of Franklin India Equity Hybrid Fund ended up ₹1.32(0.52%)yesterday to ₹255.8831.

Among its top 3 holdings the fund has exposure to HDFC Bank Ltd, and

The Franklin India Equity Hybrid Fund is managed by Ajay Argal and Anuj Tagra.

Fund House Contact

One International Centre, Tower 2, 12th and 13th Floor; Senapati Bapat Marg, Elphinstone Road (W) Mumbai 400013

022-67519100
022-66391282