Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
Franklin Equity Hybrid (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Dec
Top holdings
HDFC Bank Ltd
6.6%
ICICI Bank Ltd
5.1%
Call, Cash & Other Assets
4.3%
Infosys Ltd
3.5%
Larsen & Toubro Ltd
3.4%
Bharti Airtel Ltd
2.7%
Bajaj Finance Limited - NCD & Bonds
2.6%
ICICI Home Finance Company Limited - NCD & Bonds
2.6%
Bharti Telecom Limited 8.65% - NCD & Bonds
2.5%
Mankind Pharma Ltd - NCD & Bonds
2.5%
Top industry exposure
Financial Services
20.4%
Consumer Cyclical
11.1%
Industrials
7.7%
Technology
6.8%
Healthcare
4.2%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
35%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
The investment objective of the fund is to provide long-term growth of capital and current income by investing in equity and equity related securities and fixed income instruments.