Moneycontrol
SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > Balanced > Franklin Templeton Mutual Fund > Franklin India Equity Hybrid Fund (G)

Franklin India Equity Hybrid Fund (G)

PLAN: Regular OPTIONS: Growth
115.836 0.36 (0.32%)

NAV as on 20 Jun, 2018

CRISIL MF RANK

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
OR
Add to Watchist
Have you invested in these stocks? You can track them better in your Portfolio
ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Balanced category by Crisil (for quarter ended Mar 2018) up from Rank 4 last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Close Franklin India Balanced Fund has been renamed as Franklin India Equity Hybrid Fund
Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on 20 Jun, 2018)

Period Returns (%) Rank #
1 mth 0.7 17
3 mth 3.6 14
6 mth -0.9 30
1 year 6.7 28
2 year 10.7 39
3 year 8.8 35
5 year 16.4 21

# Moneycontrol Rank within 61 Balanced Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -3.8 - - - -
2017 6.9 3.2 2.2 5.8 20.3
2016 -0.2 6.7 4.3 -4.9 7.1
2015 5.0 -1.0 -0.7 -0.4 4.8
2014 6.9 13.9 8.8 10.6 46.9
2013 -4.3 3.0 -3.5 9.6 6.0

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (Balanced)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 0.7 3.6 -0.9 6.7 10.7 8.8 16.4
Category avg 0.2 2.2 -1.3 5.6 10.8 7.6 11.3
Difference of Fund returns and Category returns 0.5 1.4 0.4 1.1 -0.1 1.2 5.1
Best of category 1.4 5.1 4.0 12.8 21.3 15.9 19.8
Worst of category -1.1 -0.8 -6.0 0.3 7.4 3.8 8.9
Franklin India Equity Hybrid Fund (G) Review by Crisil - Rating: 3 (Rank 3 out of 5)

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Oct 09, 0002
Benchmark CRISIL Balance Fund
Asset Size (Rs cr) 1,979.68 (Mar-31-2018)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Lakshmikanth Reddy / Sachin Shankar Padwal Desai / Umesh Sharma / Srikesh Karunakaran Nair
View performance of schemes managed by the Fund Manager
Notes Franklin India Balanced Fund has been renamed as Franklin India Equity Hybrid Fund

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load 1% if units are redeemed / switched-out within 1 year from the date of allotment.

Contact Details

Regd. Office Indiabulls Finance Centre; Tower 2, 12th and 13th Floor; Senapati Bapat Marg; Elphinstone Road (W) , 400013
Tel. No. 022-67519100
Fax No. 022-66490622/66490627
Email service@templeton.com
Website http://www.franklintempletonindia.com

Peer Comparison

Balanced Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
SBI Equity Hybrid Fund - D (G) Rank 3
961.72 3.8 -0.3 11.5 11.7 18.9
SBI Equity Hybrid Fund (G) Rank 3
20,013.35 3.5 -0.8 10.4 10.4 17.8
ABSL Equity Hybrid '95 Fund - D (G) Rank 3
1,008.15 2.4 -2.2 6.2 12.0 18.7
Reliance Equity Hybrid - Direct (G) Rank 3
517.69 2.7 -0.6 9.6 13.1 19.4
Reliance Equity Hybrid (G) Rank 3
8,754.06 2.3 -1.3 7.9 11.6 18.0
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (May 31, 18)

Equity Sector Value
(Rs cr)
Asset %
Kotak Mahindra Banking/Finance 126.16 6.04
HDFC Bank Banking/Finance 114.88 5.50
Axis Bank Banking/Finance 95.38 4.56
M&M Automotive 75.80 3.63
Power Grid Corp Utilities 69.16 3.31
Grasim Conglomerates 60.61 2.90
Hindalco Metals & Mining 57.55 2.75
SBI Banking/Finance 56.67 2.71
Infosys Technology 47.04 2.25
IOC Oil & Gas 45.93 2.20

Full Portfolio

Sector Allocation (May 31, 18)

Sector %

1-Year

HighLow

Banking/Finance 19.93 21.42 21.42
Automotive 7.78 11.37 11.37
Oil & Gas 6.98 5.87 5.87
Utilities 4.99 3.85 3.85
Conglomerates 3.74 1.55 1.55
Metals & Mining 3.64 1.57 1.57

View All Sectors

Asset Allocation (%)(May 31, 18)

Equity 65.91
Others 0.00
Debt 20.80
Mutual Funds N.A
Money Market 10.70
Cash / Call 2.59

View All

Concentration

Holdings (%)
Top 5 23.04
Top 10 35.85
Sector (%)
Top 3 34.69

News & Videos

News

Messages & Community

Sections
Follow us on
Available On