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Franklin India Equity Hybrid Fund Direct Growth
HybridAggressive AllocationVery High Risk
Direct
NAV (30-Jun-25)
₹312.83-0.24%1D
Returns (Since Inception)
14.90%
Rated ★4.3+ on 
Fund Overview
Fund Size
₹2,187 Cr
Expense Ratio
0.98%
ISIN
INF090I01FZ1
Minimum SIP
₹1,000
Exit Load
1.00%
Inception Date
01 Jan 2013
About this fund
Franklin India Equity Hybrid Fund Direct Growth is a Aggressive Allocation mutual fund schemes offered by Franklin Templeton Mutual Fund. This fund has been in existence for 12 years and 6 months, having been launched on 01-Jan-13.
As of 30-Jun-25, it has a Net Asset Value (NAV) of ₹312.83, Assets Under Management (AUM) of 2187.18 Crores, and an expense ratio of 0.98%.
As of 30-Jun-25, it has a Net Asset Value (NAV) of ₹312.83, Assets Under Management (AUM) of 2187.18 Crores, and an expense ratio of 0.98%.
- Franklin India Equity Hybrid Fund Direct Growth has given a CAGR return of 14.90% since inception.
- The fund's asset allocation comprises around 67.38% in equities, 28.94% in debts, and 3.68% in cash & cash equivalents.
- You can start investing in Franklin India Equity Hybrid Fund Direct Growth with a SIP of ₹1000 or a Lumpsum investment of ₹5000.
Performance against Category Average
In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.
1 Year
+8.28%
+6.66% (Cat Avg.)
3 Years
+20.44%
+18.98% (Cat Avg.)
5 Years
+21.16%
+20.48% (Cat Avg.)
10 Years
+13.05%
+13.83% (Cat Avg.)
Since Inception
+14.90%
— (Cat Avg.)
Portfolio Summaryas of 31st May 2025
| Equity | ₹1,473.78 Cr | 67.38% |
| Debt | ₹632.98 Cr | 28.94% |
| Others | ₹80.42 Cr | 3.68% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type  | Amount | Holdings |
|---|---|---|---|
| HDFC Bank Ltd | Equity | ₹160.94 Cr | 7.36% |
| ICICI Bank Ltd | Equity | ₹130.12 Cr | 5.95% |
| Larsen & Toubro Ltd | Equity | ₹75.89 Cr | 3.47% |
| Call, Cash & Other Assets | Cash - Collateral | ₹75.09 Cr | 3.43% |
| Axis Bank Ltd | Equity | ₹65.57 Cr | 3.00% |
| Bharti Airtel Ltd | Equity | ₹65.52 Cr | 3.00% |
| Infosys Ltd | Equity | ₹64.07 Cr | 2.93% |
| Reliance Industries Ltd | Equity | ₹61.1 Cr | 2.79% |
| Bharti Telecom Limited | Bond - Corporate Bond | ₹53.54 Cr | 2.45% |
| Bajaj Finance Limited | Bond - Corporate Bond | ₹52.53 Cr | 2.40% |
| ICICI Home Finance Company Limited | Bond - Corporate Bond | ₹51.79 Cr | 2.37% |
| Mankind Pharma Limited | Bond - Corporate Bond | ₹51.59 Cr | 2.36% |
| Poonawalla Fincorp Ltd. | Bond - Corporate Bond | ₹50.46 Cr | 2.31% |
| Small Industries Development Bank Of India | Bond - Corporate Bond | ₹47.15 Cr | 2.16% |
| HCL Technologies Ltd | Equity | ₹46.64 Cr | 2.13% |
| Embassy Office Parks Reit | Bond - Corporate Bond | ₹45.28 Cr | 2.07% |
| Eternal Ltd | Equity | ₹39.32 Cr | 1.80% |
| United Spirits Ltd | Equity | ₹36.94 Cr | 1.69% |
| NTPC Ltd | Equity | ₹35.06 Cr | 1.60% |
| Maruti Suzuki India Ltd | Equity | ₹32.03 Cr | 1.46% |
| GAIL (India) Ltd | Equity | ₹31.89 Cr | 1.46% |
| UltraTech Cement Ltd | Equity | ₹31.39 Cr | 1.44% |
| Bajaj Housing Finance Limited | Bond - Corporate Bond | ₹30.89 Cr | 1.41% |
| Sun Pharmaceuticals Industries Ltd | Equity | ₹30.5 Cr | 1.39% |
| State Bank of India | Equity | ₹30.3 Cr | 1.39% |
| Apollo Hospitals Enterprise Ltd | Equity | ₹30.27 Cr | 1.38% |
| Tata Motors Ltd | Equity | ₹29.5 Cr | 1.35% |
| PB Fintech Ltd | Equity | ₹28.19 Cr | 1.29% |
| Bharti Telecom Limited | Bond - Corporate Bond | ₹27.26 Cr | 1.25% |
| HDFC Life Insurance Co Ltd | Equity | ₹26.41 Cr | 1.21% |
| Pipeline Infrastructure Limited | Bond - Corporate Bond | ₹26.24 Cr | 1.20% |
| Summit Digitel Infrastructure Limited | Bond - Corporate Bond | ₹26.21 Cr | 1.20% |
| National Bank For Agriculture And Rural Development | Bond - Corporate Bond | ₹25.98 Cr | 1.19% |
| Jamnagar Utilities & Power Private Limited | Bond - Corporate Bond | ₹25.97 Cr | 1.19% |
| Credila Financial Services Limited | Bond - Corporate Bond | ₹25.79 Cr | 1.18% |
| LIC Housing Finance Ltd | Bond - Corporate Bond | ₹25.64 Cr | 1.17% |
| Crompton Greaves Consumer Electricals Ltd | Equity | ₹24.7 Cr | 1.13% |
| Eris Lifesciences Ltd Registered Shs | Equity | ₹23.71 Cr | 1.08% |
| Hindustan Unilever Ltd | Equity | ₹21.72 Cr | 0.99% |
| Jubilant Foodworks Ltd | Equity | ₹20.98 Cr | 0.96% |
| Lemon Tree Hotels Ltd | Equity | ₹20.66 Cr | 0.94% |
| Intellect Design Arena Ltd | Equity | ₹20.52 Cr | 0.94% |
| Rec Limited | Bond - Corporate Bond | ₹19.51 Cr | 0.89% |
| PNB Housing Finance Ltd | Equity | ₹18.81 Cr | 0.86% |
| Sapphire Foods India Ltd | Equity | ₹18.45 Cr | 0.84% |
| Tube Investments of India Ltd Ordinary Shares | Equity | ₹18.37 Cr | 0.84% |
| 6.9% Govt Stock 2065 | Bond - Gov't/Treasury | ₹17.81 Cr | 0.81% |
| Amber Enterprises India Ltd Ordinary Shares | Equity | ₹17.72 Cr | 0.81% |
| Amara Raja Energy & Mobility Ltd | Equity | ₹17.53 Cr | 0.80% |
| Tech Mahindra Ltd | Equity | ₹17.31 Cr | 0.79% |
| Bharat Electronics Ltd | Equity | ₹17.31 Cr | 0.79% |
| Metropolis Healthcare Ltd | Equity | ₹16.8 Cr | 0.77% |
| Prestige Estates Projects Ltd | Equity | ₹16.13 Cr | 0.74% |
| Indus Towers Ltd Ordinary Shares | Equity | ₹15.94 Cr | 0.73% |
| V-Mart Retail Ltd | Equity | ₹15.62 Cr | 0.71% |
| Marico Ltd | Equity | ₹15 Cr | 0.69% |
| InterGlobe Aviation Ltd | Equity | ₹14.66 Cr | 0.67% |
| Kirloskar Oil Engines Ltd | Equity | ₹14.64 Cr | 0.67% |
| Pearl Global Industries Ltd | Equity | ₹13.1 Cr | 0.60% |
| Tata Steel Ltd | Equity | ₹12.67 Cr | 0.58% |
| Chemplast Sanmar Ltd | Equity | ₹11.88 Cr | 0.54% |
| Kotak Mahindra Investments Limited | Bond - Corporate Bond | ₹11.01 Cr | 0.50% |
| Cholamandalam Investment and Finance Co Ltd | Equity | ₹10.57 Cr | 0.48% |
| TeamLease Services Ltd | Equity | ₹7.31 Cr | 0.33% |
| Power Finance Corporation Limited | Bond - Corporate Bond | ₹5.44 Cr | 0.25% |
| LIC Housing Finance Ltd | Bond - Corporate Bond | ₹5.32 Cr | 0.24% |
| Small Industries Development Bank Of India | Bond - Corporate Bond | ₹5.18 Cr | 0.24% |
| 5.63% Govt Stock 2026 | Bond - Gov't/Treasury | ₹5.04 Cr | 0.23% |
| Rajasthan (Government of ) 7.1% | Bond - Sub-sovereign Government Debt | ₹0.87 Cr | 0.04% |
| 07.32% Chattisgarh Sdl | Bond - Gov't/Treasury | ₹0.56 Cr | 0.03% |
| 7.32% State Government Securities | Bond - Gov't/Treasury | ₹0.53 Cr | 0.02% |
| 7.08% A P Sgl Mat - 26/03/2037 | Bond - Gov't/Treasury | ₹0.48 Cr | 0.02% |
| 7.38% Govt Stock 2027 | Bond - Gov't/Treasury | ₹0.21 Cr | 0.01% |
Allocation By Market Cap (Equity)
Large Cap Stocks
50.45%
Mid Cap Stocks
5.89%
Small Cap Stocks
11.04%
Allocation By Credit Quality (Debt)
AAA
AA
Other Allocation
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Financial Services | ₹470.91 Cr | 21.53% |
| Consumer Cyclical | ₹232.08 Cr | 10.61% |
| Industrials | ₹165.71 Cr | 7.58% |
| Technology | ₹148.55 Cr | 6.79% |
| Healthcare | ₹101.29 Cr | 4.63% |
| Communication Services | ₹81.47 Cr | 3.72% |
| Consumer Defensive | ₹73.66 Cr | 3.37% |
| Utilities | ₹66.95 Cr | 3.06% |
| Energy | ₹61.1 Cr | 2.79% |
| Basic Materials | ₹55.94 Cr | 2.56% |
| Real Estate | ₹16.13 Cr | 0.74% |
Risk & Performance Ratios
Standard Deviation
This fund
9.74%
Cat. avg.
10.87%
Lower the better
Sharpe Ratio
This fund
1.11
Cat. avg.
0.88
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
1.48
Higher the better
Fund Managers
Ajay Argal
Since October 2024
Anuj Tagra
Since March 2024
Chandni Gupta
Since March 2024
SM
Sandeep Manam
Since October 2021
RK
Rajasa Kakulavarapu
Since September 2021
Additional Scheme Detailsas of 31st May 2025
ISIN INF090I01FZ1 | Expense Ratio 0.98% | Exit Load 1.00% | Fund Size ₹2,187 Cr | Age 12 years 6 months | Lumpsum Minimum ₹5,000 | Fund Status Open Ended Investment Company | Benchmark CRISIL Hybrid 35+65 - Agg TR INR |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Similar Aggressive Allocation Funds
About the AMC
Franklin Templeton Mutual Fund
Total AUM
₹1,13,249 Cr
Address
Indiabulls Finance Centre; Tower 2, 12th and 13th Floor, Mumbai, 400 013
Other Funds by Franklin Templeton Mutual Fund
Risk Level
Your principal amount will be at Very High Risk
Take control of your wealth
Related Articles
Still got questions?
We're here to help.
What is the current NAV of Franklin India Equity Hybrid Fund Direct Growth?
The NAV of Franklin India Equity Hybrid Fund Direct Growth, as of 30-Jun-2025, is ₹312.83.
What are the returns of Franklin India Equity Hybrid Fund Direct Growth?
The fund has generated 8.28% over the last 1 year and 20.44% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
What is the portfolio composition of Franklin India Equity Hybrid Fund Direct Growth?
The fund's allocation of assets is distributed as 67.38% in equities, 28.94% in bonds, and 3.68% in cash and cash equivalents.
Who manages the Franklin India Equity Hybrid Fund Direct Growth?
The fund managers responsible for Franklin India Equity Hybrid Fund Direct Growth are:-
- Ajay Argal
- Anuj Tagra
- Chandni Gupta
- Sandeep Manam
- Rajasa Kakulavarapu
Track & Analyse all your investments in one place
Compare your portfolio's performance with benchmarks
Identify potential risks in your portfolio and learn to fix them
Track all your family's investments in one place
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.
Franklin India Equity Hybrid Fund Direct Growth
HybridAggressive AllocationVery High Risk
Direct
NAV (30-Jun-25)
₹312.83-0.24%1D
Returns (Since Inception)
14.90%
Rated ★4.3+ on
Fund Overview
Fund Size
₹2,187 Cr
Expense Ratio
0.98%
ISIN
INF090I01FZ1
Minimum SIP
₹1,000
Exit Load
1.00%
Inception Date
01 Jan 2013
Risk Level
Your principal amount will be at Very High Risk
About this fund
Franklin India Equity Hybrid Fund Direct Growth is a Aggressive Allocation mutual fund schemes offered by Franklin Templeton Mutual Fund. This fund has been in existence for 12 years and 6 months, having been launched on 01-Jan-13.
As of 30-Jun-25, it has a Net Asset Value (NAV) of ₹312.83, Assets Under Management (AUM) of 2187.18 Crores, and an expense ratio of 0.98%.
As of 30-Jun-25, it has a Net Asset Value (NAV) of ₹312.83, Assets Under Management (AUM) of 2187.18 Crores, and an expense ratio of 0.98%.
- Franklin India Equity Hybrid Fund Direct Growth has given a CAGR return of 14.90% since inception.
- The fund's asset allocation comprises around 67.38% in equities, 28.94% in debts, and 3.68% in cash & cash equivalents.
- You can start investing in Franklin India Equity Hybrid Fund Direct Growth with a SIP of ₹1000 or a Lumpsum investment of ₹5000.
Performance against Category Average
In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.
1 Year
+8.28%
+6.66% (Cat Avg.)
3 Years
+20.44%
+18.98% (Cat Avg.)
5 Years
+21.16%
+20.48% (Cat Avg.)
10 Years
+13.05%
+13.83% (Cat Avg.)
Since Inception
+14.90%
— (Cat Avg.)
Portfolio Summaryas of 31st May 2025
| Equity | ₹1,473.78 Cr | 67.38% |
| Debt | ₹632.98 Cr | 28.94% |
| Others | ₹80.42 Cr | 3.68% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type | Amount | Holdings |
|---|---|---|---|
| HDFC Bank Ltd | Equity | ₹160.94 Cr | 7.36% |
| ICICI Bank Ltd | Equity | ₹130.12 Cr | 5.95% |
| Larsen & Toubro Ltd | Equity | ₹75.89 Cr | 3.47% |
| Call, Cash & Other Assets | Cash - Collateral | ₹75.09 Cr | 3.43% |
| Axis Bank Ltd | Equity | ₹65.57 Cr | 3.00% |
| Bharti Airtel Ltd | Equity | ₹65.52 Cr | 3.00% |
| Infosys Ltd | Equity | ₹64.07 Cr | 2.93% |
| Reliance Industries Ltd | Equity | ₹61.1 Cr | 2.79% |
| Bharti Telecom Limited | Bond - Corporate Bond | ₹53.54 Cr | 2.45% |
| Bajaj Finance Limited | Bond - Corporate Bond | ₹52.53 Cr | 2.40% |
| ICICI Home Finance Company Limited | Bond - Corporate Bond | ₹51.79 Cr | 2.37% |
| Mankind Pharma Limited | Bond - Corporate Bond | ₹51.59 Cr | 2.36% |
| Poonawalla Fincorp Ltd. | Bond - Corporate Bond | ₹50.46 Cr | 2.31% |
| Small Industries Development Bank Of India | Bond - Corporate Bond | ₹47.15 Cr | 2.16% |
| HCL Technologies Ltd | Equity | ₹46.64 Cr | 2.13% |
| Embassy Office Parks Reit | Bond - Corporate Bond | ₹45.28 Cr | 2.07% |
| Eternal Ltd | Equity | ₹39.32 Cr | 1.80% |
| United Spirits Ltd | Equity | ₹36.94 Cr | 1.69% |
| NTPC Ltd | Equity | ₹35.06 Cr | 1.60% |
| Maruti Suzuki India Ltd | Equity | ₹32.03 Cr | 1.46% |
| GAIL (India) Ltd | Equity | ₹31.89 Cr | 1.46% |
| UltraTech Cement Ltd | Equity | ₹31.39 Cr | 1.44% |
| Bajaj Housing Finance Limited | Bond - Corporate Bond | ₹30.89 Cr | 1.41% |
| Sun Pharmaceuticals Industries Ltd | Equity | ₹30.5 Cr | 1.39% |
| State Bank of India | Equity | ₹30.3 Cr | 1.39% |
| Apollo Hospitals Enterprise Ltd | Equity | ₹30.27 Cr | 1.38% |
| Tata Motors Ltd | Equity | ₹29.5 Cr | 1.35% |
| PB Fintech Ltd | Equity | ₹28.19 Cr | 1.29% |
| Bharti Telecom Limited | Bond - Corporate Bond | ₹27.26 Cr | 1.25% |
| HDFC Life Insurance Co Ltd | Equity | ₹26.41 Cr | 1.21% |
| Pipeline Infrastructure Limited | Bond - Corporate Bond | ₹26.24 Cr | 1.20% |
| Summit Digitel Infrastructure Limited | Bond - Corporate Bond | ₹26.21 Cr | 1.20% |
| National Bank For Agriculture And Rural Development | Bond - Corporate Bond | ₹25.98 Cr | 1.19% |
| Jamnagar Utilities & Power Private Limited | Bond - Corporate Bond | ₹25.97 Cr | 1.19% |
| Credila Financial Services Limited | Bond - Corporate Bond | ₹25.79 Cr | 1.18% |
| LIC Housing Finance Ltd | Bond - Corporate Bond | ₹25.64 Cr | 1.17% |
| Crompton Greaves Consumer Electricals Ltd | Equity | ₹24.7 Cr | 1.13% |
| Eris Lifesciences Ltd Registered Shs | Equity | ₹23.71 Cr | 1.08% |
| Hindustan Unilever Ltd | Equity | ₹21.72 Cr | 0.99% |
| Jubilant Foodworks Ltd | Equity | ₹20.98 Cr | 0.96% |
| Lemon Tree Hotels Ltd | Equity | ₹20.66 Cr | 0.94% |
| Intellect Design Arena Ltd | Equity | ₹20.52 Cr | 0.94% |
| Rec Limited | Bond - Corporate Bond | ₹19.51 Cr | 0.89% |
| PNB Housing Finance Ltd | Equity | ₹18.81 Cr | 0.86% |
| Sapphire Foods India Ltd | Equity | ₹18.45 Cr | 0.84% |
| Tube Investments of India Ltd Ordinary Shares | Equity | ₹18.37 Cr | 0.84% |
| 6.9% Govt Stock 2065 | Bond - Gov't/Treasury | ₹17.81 Cr | 0.81% |
| Amber Enterprises India Ltd Ordinary Shares | Equity | ₹17.72 Cr | 0.81% |
| Amara Raja Energy & Mobility Ltd | Equity | ₹17.53 Cr | 0.80% |
| Tech Mahindra Ltd | Equity | ₹17.31 Cr | 0.79% |
| Bharat Electronics Ltd | Equity | ₹17.31 Cr | 0.79% |
| Metropolis Healthcare Ltd | Equity | ₹16.8 Cr | 0.77% |
| Prestige Estates Projects Ltd | Equity | ₹16.13 Cr | 0.74% |
| Indus Towers Ltd Ordinary Shares | Equity | ₹15.94 Cr | 0.73% |
| V-Mart Retail Ltd | Equity | ₹15.62 Cr | 0.71% |
| Marico Ltd | Equity | ₹15 Cr | 0.69% |
| InterGlobe Aviation Ltd | Equity | ₹14.66 Cr | 0.67% |
| Kirloskar Oil Engines Ltd | Equity | ₹14.64 Cr | 0.67% |
| Pearl Global Industries Ltd | Equity | ₹13.1 Cr | 0.60% |
| Tata Steel Ltd | Equity | ₹12.67 Cr | 0.58% |
| Chemplast Sanmar Ltd | Equity | ₹11.88 Cr | 0.54% |
| Kotak Mahindra Investments Limited | Bond - Corporate Bond | ₹11.01 Cr | 0.50% |
| Cholamandalam Investment and Finance Co Ltd | Equity | ₹10.57 Cr | 0.48% |
| TeamLease Services Ltd | Equity | ₹7.31 Cr | 0.33% |
| Power Finance Corporation Limited | Bond - Corporate Bond | ₹5.44 Cr | 0.25% |
| LIC Housing Finance Ltd | Bond - Corporate Bond | ₹5.32 Cr | 0.24% |
| Small Industries Development Bank Of India | Bond - Corporate Bond | ₹5.18 Cr | 0.24% |
| 5.63% Govt Stock 2026 | Bond - Gov't/Treasury | ₹5.04 Cr | 0.23% |
| Rajasthan (Government of ) 7.1% | Bond - Sub-sovereign Government Debt | ₹0.87 Cr | 0.04% |
| 07.32% Chattisgarh Sdl | Bond - Gov't/Treasury | ₹0.56 Cr | 0.03% |
| 7.32% State Government Securities | Bond - Gov't/Treasury | ₹0.53 Cr | 0.02% |
| 7.08% A P Sgl Mat - 26/03/2037 | Bond - Gov't/Treasury | ₹0.48 Cr | 0.02% |
| 7.38% Govt Stock 2027 | Bond - Gov't/Treasury | ₹0.21 Cr | 0.01% |
Allocation By Market Cap (Equity)
Large Cap Stocks
50.45%
Mid Cap Stocks
5.89%
Small Cap Stocks
11.04%
Allocation By Credit Quality (Debt)
AAA
AA
Other Allocation
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Financial Services | ₹470.91 Cr | 21.53% |
| Consumer Cyclical | ₹232.08 Cr | 10.61% |
| Industrials | ₹165.71 Cr | 7.58% |
| Technology | ₹148.55 Cr | 6.79% |
| Healthcare | ₹101.29 Cr | 4.63% |
| Communication Services | ₹81.47 Cr | 3.72% |
| Consumer Defensive | ₹73.66 Cr | 3.37% |
| Utilities | ₹66.95 Cr | 3.06% |
| Energy | ₹61.1 Cr | 2.79% |
| Basic Materials | ₹55.94 Cr | 2.56% |
| Real Estate | ₹16.13 Cr | 0.74% |
Risk & Performance Ratios
Standard Deviation
This fund
9.74%
Cat. avg.
10.87%
Lower the better
Sharpe Ratio
This fund
1.11
Cat. avg.
0.88
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
1.48
Higher the better
Fund Managers
Ajay Argal
Since October 2024
Anuj Tagra
Since March 2024
Chandni Gupta
Since March 2024
SM
Sandeep Manam
Since October 2021
RK
Rajasa Kakulavarapu
Since September 2021
Additional Scheme Detailsas of 31st May 2025
ISIN INF090I01FZ1 | Expense Ratio 0.98% | Exit Load 1.00% | Fund Size ₹2,187 Cr | Age 12 years 6 months | Lumpsum Minimum ₹5,000 | Fund Status Open Ended Investment Company | Benchmark CRISIL Hybrid 35+65 - Agg TR INR |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Similar Aggressive Allocation Funds
About the AMC
Franklin Templeton Mutual Fund
Total AUM
₹1,13,249 Cr
Address
Indiabulls Finance Centre; Tower 2, 12th and 13th Floor, Mumbai, 400 013
Other Funds by Franklin Templeton Mutual Fund
Related Articles
Still got questions?
We're here to help.
What is the current NAV of Franklin India Equity Hybrid Fund Direct Growth?
The NAV of Franklin India Equity Hybrid Fund Direct Growth, as of 30-Jun-2025, is ₹312.83.
What are the returns of Franklin India Equity Hybrid Fund Direct Growth?
The fund has generated 8.28% over the last 1 year and 20.44% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
What is the portfolio composition of Franklin India Equity Hybrid Fund Direct Growth?
The fund's allocation of assets is distributed as 67.38% in equities, 28.94% in bonds, and 3.68% in cash and cash equivalents.
Who manages the Franklin India Equity Hybrid Fund Direct Growth?
The fund managers responsible for Franklin India Equity Hybrid Fund Direct Growth are:-
- Ajay Argal
- Anuj Tagra
- Chandni Gupta
- Sandeep Manam
- Rajasa Kakulavarapu
Track & Analyse all your investments in one place
Compare your portfolio's performance with benchmarks
Identify potential risks in your portfolio and learn to fix them
Track all your family's investments in one place
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.
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Mutual Fund distribution services are offered through Dezerv Distribution Services Pvt Limited, a wholly owned subsidiary with AMFI Registration No.: ARN -248439. **Mutual fund investments are subject to market risks, read all scheme related documents carefully.** Terms and conditions of the website are applicable. Privacy policy of the website is applicable.
Dezerv Investments Private Limited is a Portfolio Manager with SEBI Registration no. INP000007377, a member of BSE with SEBI Stock Broker Registration no. INZ000303136, and an Investment Manager to Category - I AIF-VCF-Angel Fund with SEBI Registration no. IN/AIF1/22-23/1066.
Mutual Fund distribution services are offered through Dezerv Distribution Services Pvt Limited, a wholly owned subsidiary with AMFI Registration No.: ARN -248439. **Mutual fund investments are subject to market risks, read all scheme related documents carefully.** Terms and conditions of the website are applicable. Privacy policy of the website is applicable.
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