franklin-india-equity-hybrid-fund-direct-g

Franklin India Equity Hybrid Fund - Direct (G)

  1. Equity
  2. Balanced
  • NAV as on Jul 02, 2025 ₹311.93
  • Total Returns 14.89% p.a.

Historical NAV, Returns and Performance

  • High
  • Low
  • CAGR
franklin-india-equity-hybrid-fund-direct-g

Overview of Franklin India Equity Hybrid Fund - Direct (G)

  • Fund House
    Franklin India Equity Hybrid Fund
  • Fund Size
    ₹2,187 Cr
  • Expense Ratio
    0.98%
  • Benchmark
    CRISIL Hybrid 35+65 - Aggressive Index
  • Risk Level
    Very High
  • Inception Date
    Jan 01, 2013
  • Lock-in period
    0
  • Exit Load
    Upto 10% of the units may be redeemed without any exit load within 1 year from the date of allotment. 1.00% - If redeemed on or before limit shall be 1 year from the date of allotment Nil - If redeemed after 1 year from the date of allotment.
  • Minimum SIP Investment
    ₹100
  • Minimum Lump sum Investment
    ₹5000
  • Short Term Capital Gains
    20% (if redeemed within 1 year)
  • Long Term Capital Gains
    12.5% on profit of ₹1,25,000 if redeemed after 1 year

Franklin India Equity Hybrid Fund - Direct (G) Returns Calculator

Investment type

Years
Total Invested Amount
₹ 12,00,000
Profit
₹ 12,00,000
Total Projected Returns
₹ 12,00,000
Annualised Returns
p.a.
Years
Total Invested Amount
Profit
₹1,00,000
Total Projected Returns
₹1,00,000
Annualised Returns
% p.a.

Franklin India Equity Hybrid Fund - Direct (G) Performance vs Category

Time Period

  • 1 month
  • 3 months
  • 6 months
  • 1 year
  • 3 years
  • 5 years

This Fund

  • 2.04%
  • 8.44%
  • 3.74%
  • 7.71%
  • 20.35%
  • 21.01%

Category Average

  • 2.82%
  • 9.65%
  • 4.33%
  • 6.34%
  • 18.76%
  • 19.93%

Fund Asset Allocation

Top holdings

Top Sectors

  • Debt
    31.31%
  • Banks
    17.97%
  • IT-Software
    6.99%
  • Telecom-Services
    3.65%
  • Construction
    3.57%
  • Pharmaceuticals & Biotech
    2.98%

More about Franklin India Equity Hybrid Fund - Direct (G)

Franklin India Equity Hybrid Fund - Direct (G) is a mutual fund under the Balanced category, managed by Franklin Templeton Mutual Fund. It was launched on 06 Oct 1995, and has been active for over 30 years. As of 31 Mar 2025 the fund manages assets worth ₹2,187 Crores. The expense ratio is 0.98%.

This fund generated returns of 7.71% in the last 1 year. Since its inception, it has provided an average annual return of 14.89%.

The fund's investments are mainly concentrated in sectors like Debt, Banks, IT-Software, Telecom-Services and Construction.

The top five holdings in this fund include prominent companies such as HDFC Bank, ICICI Bank, Bharti Telecom, Larsen & Toubro and Net CA & Others.

Fund Managers

  • Ajay Argal
  • Chandni Gupta
  • Anuj Tagra
  • Sandeep Manam
  • Rajasa Kakulavarapu
  • Umesh Sharma

Investment Objective

To provide long-term growth of capital and current income by investing in equity and equity related securities and high quality fixed income instruments.

franklin-india-equity-hybrid-fund-direct-g

Frequently Asked Questions about Franklin India Equity Hybrid Fund - Direct (G)

  1. Are {{fund_type}} risky?

    Balanced funds have moderate risk as they invest in both stocks and bonds, providing a mix of growth and stability.

  2. Should I invest in {{fund_type}}?

    Yes, if you seek a balanced approach with a mix of growth potential and income.

  3. How long should I stay invested in {{fund_type}}?

    Medium to long-term holding (3 to 5 years) is recommended to balance growth and income.

  4. Can I withdraw my investment from {{fund_type}} anytime?

    Yes, but for steady returns, holding for a few years is best.

  5. What are the expenses involved in {{fund_type}}?

    Expense ratios typically range from 1% to 1.5%, depending on the fund's mix.

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