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you are here: Moneycontrol Mutual Funds Aggressive Hybrid Fund Franklin Templeton Mutual Fund Franklin India Equity Hybrid Fund - Direct Plan (G)

Franklin India Equity Hybrid Fund - Direct Plan (G)

Previous Name: Franklin India Balanced Fund - Direct Plan (G)
Plan: Direct | Option: Growth | Type : Open-Ended | AMFI Code: 118546
122.929 -0.35 ( -0.28 %)
NAV as on 18 Jan, 2019
Crisil MF Rank
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MODERATELY HIGH
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Info

Good performance in the category

The scheme is ranked 2 in Aggressive Hybrid Fund category by Crisil (for quarter ended Sep 2018 ) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

Franklin India Balanced Fund has been renamed as Franklin India Equity Hybrid Fund

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  • Benchmark Index

  • View Historic Graph

Returns (NAV as on Jan 18, 2019)
Period Returns(%) Rank#
1 Month 0.1 6
3 Months 3.9 21
6 Months 0.9 16
1 Year -0.8 9
2 Years 8.8 21
3 Years 11.8 18
5 Years 15.9 12

# Moneycontrol Rank within 54 Aggressive Hybrid Fund Schemes

*Returns over 1 year are Annualised

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

Absolute Returns (in %)
Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -3.5 1.6 0.6 0.9 0.0
2017 7.4 3.6 2.6 6.1 22.1
2016 0.1 7.0 4.7 -4.5 8.8
2015 5.3 -0.8 -0.3 -0.1 6.0
2014 7.1 14.0 9.0 10.8 47.8

View where it stands within its peers

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Performance

Fund returns v/s Category average (Aggressive Hybrid Fund)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns 0.1 3.9 0.9 -0.8 8.8 11.8 15.9
Category average 0.1 3.9 -0.1 -3.4 9.3 11.3 14
Difference of Fund returns and Category returns 0 0 1 2.6 -0.5 0.5 1.9
Best of Category 0.6 6.4 5.8 3.5 14.9 18.2 17.7
Worst of Category -2.2 1.2 -6 -7.7 4.4 8.2 8.7
Benchmark returns # 0 0 0 0 0 0 0
Difference of Fund returns and Benchmark returns 0 0 0 0 0 0 0

Investment Information

Investment Objective

N.A.

Registrars
  • Fund Type:

    Open-Ended

  • Investment Plan:

    Growth

  • Launch Date:

    Jan 03, 0001

  • Benchmark:

    CRISIL Balance Fund

  • Asset size (Rs Cr):

    157.31 ( Dec 31, 2018 )

  • Asset Date:

    Dec 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
peer comparison
Fund Crisil Rank Assets(Rs Cr.) Current NAV 3mth(%) 6mth(%) 1yr(%) 3yr(%) 5yr(%)
SBI Equity Hybrid Fund (G) 26,325.61 127.4 5.1 1.4 -1.6 11.7 15.4
L&T India Hybrid Equity Fund - Direct Plan (G) 685.49 26.7 1.5 -3.2 -5.9 11.4 16.4
HDFC Hybrid Equity Fund (G) 18,028.47 51.5 4.8 1.8 -3.7 13.4 16.5
ICICI Prudential Equity & Debt Fund (G) 23,892.75 127.4 2.5 3.3 -3.5 14.0 15.8
Aditya Birla Sun Life Equity Hybrid '95 Fund (G) 12,488.72 730.6 3.3 -0.8 -5.3 11.1 15.0
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Dec 31, 2018
Company Sector Value %Assets
Axis Bank Banking/Finance 9.96 6.33
HDFC Bank Banking/Finance 8.42 5.35
Kotak Mahindra Banking/Finance 5.65 3.59
Hindalco Metals & Mining 5.52 3.51
M&M Automotive 5.30 3.37
ICICI Bank Banking/Finance 4.36 2.77
Infosys Technology 4.00 2.57
Power Grid Corp Utilities 3.98 2.54
Grasim Conglomerates 4.04 2.53
Dr Reddys Labs Pharmaceuticals 3.26 2.07
Asset Allocation (%) As on Dec 31, 2018
Equity 66.28
Others 0.00
Debt 31.15
Mutual Funds 0.00
Money Market 0.51
Cash / Call 2.03
Sector Allocation (%) As on Dec 31, 2018
Sector %
Banking/Finance 20.38
Automotive 7.10
Oil & Gas 6.89
Metals & Mining 4.93
Technology 4.19
Utilities 4.13
Concentration As on Dec 31, 2018
Holdings %
Top 5 22.15
Top 10 66.28
Sectors %
Top 3
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