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Franklin India Equity Hybrid IDCW Reinvest Direct Plan
Hybrid
Aggressive Hybrid Fund
Franklin India Equity Hybrid IDCW Reinvest Direct Plan
SIP amount
₹
Min. ₹500
Lumpsum amount
₹
Min. ₹5,000
Invest now
Add to cart
Franklin India Equity Hybrid IDCW Reinvest Direct Plan
NAV
₹36.6781
+0.54%
(10 Sep)
AUM
2,030 Cr
TER
1.06%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above 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
JM Aggressive Hybrid H...
JM Aggressive Hybrid H...
JM Aggressive Hybrid I...
JM Aggressive Hybrid I...
Category Average
Franklin Equity Hybrid...
1Y
+47.8%
+47.8%
+47.8%
+47.8%
+30.3%
+29.1%
3Y
+24.5%
+24.5%
+24.5%
+24.5%
+15.7%
+15.5%
5Y
+28.1%
+28.1%
+28.1%
+28.1%
+19.2%
+18.7%
ALL
+15.1%
+15.1%
+15.9%
+15.9%
+14.9%
+15.4%
VOL
14.6%
14.6%
15.6%
15.6%
-
13.6%
TER
0.6%
0.6%
0.6%
0.6%
-
1.1%
AUM
₹487 Cr
₹487 Cr
₹487 Cr
₹487 Cr
-
₹2,030 Cr
INFO
1.03
1.03
1.02
1.02
-
1.14
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 Reinvest (DR)
₹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 Jul
Top holdings
HDFC Bank Ltd
5.5%
ICICI Bank Ltd
4.9%
National Bank For Agriculture And Rural Development - NCD & Bonds - NCD & Bonds
3.8%
Infosys Ltd
3.6%
Larsen & Toubro Ltd
3.3%
Call, Cash & Other Assets
3.0%
Bharti Airtel Ltd
2.7%
Bajaj Finance Limited - NCD & Bonds - NCD & Bonds
2.6%
ICICI Home Finance Company Limited - NCD & Bonds - NCD & Bonds
2.6%
LIC Housing Finance Ltd. 7.835% - NCD & Bonds - NCD & Bonds
2.6%
Top industry exposure
Financial Services
19.4%
Consumer Cyclical
11.1%
Industrials
8.7%
Technology
6.7%
Healthcare
4.6%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
27%
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)
Anuj Tagra
Chandni Gupta
Varun Sharma
Sandeep Manam
Rajasa Kakulavarapu
More details
Fund offer document
All funds from Franklin Templeton
FAQs
Monthly SIP
One Time