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

Franklin India Equity Hybrid IDCW Reinvest Direct Plan

NAV
₹35.3758
+0.32%
(24 Apr)
AUM
1,714 Cr
TER
1.16%
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
1Y
+55.1%
+55.1%
+49.0%
+49.0%
+30.7%
+22.9%
3Y
+25.5%
+25.5%
+25.6%
+25.6%
+16.8%
+11.6%
5Y
+20.0%
+20.0%
+22.4%
+22.4%
+14.9%
+12.1%
ALL
+13.8%
+13.8%
+17.1%
+17.1%
+13.9%
+13.3%
VOL
14.6%
14.6%
14.4%
14.4%
-
13.4%
TER
0.3%
0.3%
1.2%
1.2%
-
1.2%
AUM
₹223 Cr
₹223 Cr
₹665 Cr
₹665 Cr
-
₹1,714 Cr
INFO
0.94
0.94
1.19
1.19
-
0.99
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 Mar
Top holdings
ICICI Bank Ltd
5.4%
HDFC Bank Ltd
4.3%
Larsen & Toubro Ltd
4.2%
5.63% Govt Stock 2026
3.8%
Infosys Ltd
3.1%
LIC Housing Finance Ltd. 7.835% - NCD & Bonds
2.9%
ICICI Home Finance Company Limited 8.1% - NCD & Bonds
2.9%
5.74% Govt Stock 2026
2.9%
Tata Motors Ltd
2.8%
Reliance Industries Ltd
2.8%
Top industry exposure
Financial Services
18.9%
Industrials
11.4%
Consumer Cyclical
11.0%
Technology
6.5%
Healthcare
4.9%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
24%
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

FAQs