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.