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
₹36.2147
-1.02%
(20 Dec)
AUM
2,050 Cr
TER
1.01%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
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Compare with other fund
1Y
+32.4%
+32.4%
+32.4%
+32.4%
+20.4%
+20.3%
3Y
+25.2%
+25.2%
+25.2%
+25.2%
+16.1%
+15.5%
5Y
+25.2%
+25.2%
+25.2%
+25.2%
+16.8%
+16.7%
ALL
+14.2%
+14.2%
+15.2%
+15.2%
+14.9%
+13.9%
VOL
14.5%
14.5%
15.5%
15.5%
13.5%
-
TER
0.7%
0.7%
0.7%
0.7%
1.0%
-
AUM
₹720 Cr
₹720 Cr
₹720 Cr
₹720 Cr
₹2,050 Cr
-
INFO
0.98
0.98
0.98
0.98
1.11
-
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 Oct
Top holdings
HDFC Bank Ltd
6.7%
ICICI Bank Ltd
5.1%
Larsen & Toubro Ltd
3.4%
Infosys Ltd
3.2%
Bharti Airtel Ltd
2.8%
Bajaj Finance Limited - NCD & Bonds
2.6%
ICICI Home Finance Company Limited - NCD & Bonds
2.6%
LIC Housing Finance Limited - NCD & Bonds
2.6%
National Bank For Agriculture And Rural Development - NCD & Bonds
2.5%
Mankind Pharma Ltd - NCD & Bonds
2.5%
Top industry exposure
Financial Services
21.0%
Consumer Cyclical
10.1%
Industrials
8.3%
Technology
6.4%
Healthcare
4.5%
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