Franklin India Equity Hybrid IDCW Payout Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

Franklin India Equity Hybrid IDCW Payout Direct Plan

NAV
₹35.2961
+0.01%
(31 Mar)
AUM
1,945 Cr
TER
0.98%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+9.2%
+8.8%
+8.8%
+8.8%
+8.8%
+7.3%
3Y
+14.5%
+20.7%
+20.7%
+20.7%
+20.7%
+13.2%
5Y
+21.9%
+29.6%
+29.6%
+29.6%
+29.6%
+21.3%
ALL
+14.3%
+12.9%
+12.9%
+14.1%
+14.1%
+13.6%
VOL
13.4%
14.5%
14.5%
15.4%
15.4%
-
TER
1.0%
0.7%
0.7%
0.7%
0.7%
-
AUM
₹1,945 Cr
₹729 Cr
₹729 Cr
₹729 Cr
₹729 Cr
-
INFO
1.07
0.89
0.89
0.91
0.91
-
Past performance
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 IDCW Payout (DP)
₹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 28th Feb
Top holdings
HDFC Bank Ltd
7.4%
ICICI Bank Ltd
5.6%
Larsen & Toubro Ltd
3.4%
Infosys Ltd
3.4%
Axis Bank Ltd
2.9%
Bharti Airtel Ltd
2.8%
ICICI Home Finance Company Limited - NCD & Bonds - NCD & Bonds
2.8%
Bharti Telecom Limited 8.65% - NCD & Bonds - NCD & Bonds
2.7%
Mankind Pharma Ltd - NCD & Bonds - NCD & Bonds
2.7%
Bajaj Finance Limited - NCD & Bonds - NCD & Bonds
2.6%
Top industry exposure
Financial Services
21.8%
Consumer Cyclical
10.0%
Industrials
6.8%
Technology
6.7%
Communication Services
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.
Fund manager(s)
Ajay Argal
Anuj Tagra
Chandni Gupta
Sandeep Manam
Rajasa Kakulavarapu

FAQs