Theodore Capital

Franklin India Equity Hybrid Fund - Growth Plan Invest Now
Fund Manager: Equity: Rajasa Kakulavarapu & Ajay Argal Debt: Chandni Gupta & Anuj Tagra , Sandeep Manam (dedicated for making investments for Foreign Securities for Equity portfolio) | Hybrid: Aggressive | CRISIL Hybrid 35+65 Aggressive Index

268.7915 -1.14 (-0.42 %)

NAV as on 13-06-2025

218.72 Cr

AUM as on

Fund House: Franklin Templeton Mutual Fund

Rtn ( Since Inception )

13.76%

Inception Date

Dec 10, 1999

Expense Ratio

2.07%

Fund Status

Open Ended Schemes

Min. Investment

5,000

Min. Topup

1,000

Min. SIP Amount

500

Risk Status

very high

Investment Objective : The investment objective of the scheme is to provide long-term growth of capital and current income by investing in equity and equity related securities and fixed income instruments.

Snapshot Portfolio Fund Card

Fund Performance

₹ 1,00,000 Invested for

10y

FUND

₹2.51L (20.25%)

GOLD

₹2.51L (20.25%)

NIFTY

₹2.51L (20.25%)

3 and 6 Months returns are absolute

NAV Movement

Returns (%)

	3 Mon	6 Mon	1 Yr	3 Yrs	5 Yrs	10 Yrs
Fund	9.48	-0.41	7.14	18.47	19.7	11.86
AK Hybrid Aggressive TRI	-4.72	-6.02	4.43	10.35	15.01	9.91
Hybrid: Aggressive	10.59	-1.04	6.11	17.79	19.75	12.02
Rank within Category	22	12	13	11	13	12
Number of Funds within Category	30	30	30	30	29	20

Peer Comparison

			Return (%)
Scheme Name	AUM (crore)	Expense Ratio	1 Yr	3 Yrs	5 Yrs	10 Yrs
Franklin India Equity Hybrid Fund - Growth Plan	218.72	2.07	7.14	18.47	19.7	11.86
Bandhan Aggressive Hybrid Fund-Regular Plan Growth	90.18	2.29	12.67	17.96	20.41	0.0
DSP Aggressive Hybrid Fund- Regular Plan - Growth	1,110.02	1.72	12.2	20.03	19.12	13.1
SBI Equity Hybrid Fund - Regular Plan -Growth	7,563.28	1.39	11.39	16.74	18.11	12.49
ICICI Prudential Equity & Debt Fund - Growth	4,314.73	1.57	9.02	21.53	26.1	15.86
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option	274.63	1.9	8.61	20.24	21.51	12.98
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option	261.2	1.9	8.59	20.34	21.58	13.03
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth	170.38	2.03	8.47	20.15	21.85	0.0
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth	70.36	2.33	8.3	19.98	18.18	0.0
UTI Aggressive Hybrid Fund - Regular Plan - Growth	625.4	1.88	7.92	19.85	22.21	12.57

Yearly Performance (%)

Historical Returns (%)

	2010	2011	2012	2013	2014	2015	2016	2017	2018	2019
Fund	4.85	7.58	20.95	-1.64	7.91	13.67	23.78	4.72	22.54	1.61

Hybrid: Aggressive	-

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