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.