Franklin India Equity Hybrid Fund Overview
Category Aggressive Hybrid Fund
BMSMONEY Rank 8
BMSMONEY Rating
Growth Option As On: 27-05-2024
NAV ₹246.84 (R) 0.0% ₹278.67 (D) 0.0%
Returns Gro. Opt. 1Y 3Y 5Y 7Y 10Y
LumpSum Reg. P 32.19% 15.53% 15.07% 12.71% 13.83%
LumpSum Dir. P 33.6% 16.73% 16.26% 13.94% 15.13%
SIP Reg. P 31.94% 19.78% 18.14% 15.55% 13.75%
SIP Dir. P 33.29% 21.0% 19.34% 16.72% 14.98%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.78 0.39 0.8 1.36% 0.07
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
9.31% -10.07% -9.21% 1.01 6.6%

NAV Date: 27-05-2024

Scheme Name NAV Rupee Change Percent Change
Franklin India Equity Hybrid Fund - IDCW 28.8
0.0000
0.0000%
Franklin India Equity Hybrid Fund - Direct - IDCW 33.79
0.0000
0.0000%
Franklin India Equity Hybrid Fund - Growth Plan 246.84
0.0000
0.0000%
Franklin India Equity Hybrid Fund - Direct - Growth 278.67
0.0000
0.0000%

Review Date: March 28, 2024

The Aggressive Hybrid Fund category has 26 funds. Performance of the Franklin India Equity Hybrid Fund has been analyzed on 20 performance parameters. Out of eight return parameters, the fund has zero return parameters in first quartile; whereas one risk parameter (out of five) in first quartile. Similarly zero risk-adjusted performance parameters are in first quartile, the performance on different parameters provides has achieved eighth (out of 26 funds), which is good rank in the Aggressive Hybrid Fund category.
Our ranking methodology employs a composite performance score, taking into account the fund's return, risk, and risk-adjusted performance from the past three years. This composite performance score is then crucial in ranking the funds within the respective category.

The Franklin India Equity Hybrid Fund has below average return performance, as more than 25% 1 year and above return parameters are below average in Aggressive Hybrid Fund category. The details are provided below.'
    '
  1. 1 Month Return%: One month return shows funds performance in very short period of time, the Franklin India Equity Hybrid Fund has given return of 0.06% in last one month which is very poor as it is in the fourth quartile in Aggressive Hybrid Fund.
  2. 3 Month Return%: Three month return shows funds performance in short period of time, the Franklin India Equity Hybrid Fund has given return of 4.64% in last three month which is good as it is above average in Aggressive Hybrid Fund.
  3. 1 Year Return%: The Franklin India Equity Hybrid Fund has given return of 32.56% in last one year which is good as it is above average in Aggressive Hybrid Fund. The one year return rank of Franklin India Equity Hybrid Fund is 11 in 26 funds. The investment of ₹ 10,000 in this fund would have become ₹ 13256.0 in one year.
  4. 3 Year Return%: The Franklin India Equity Hybrid Fund has given return of 15.51% in last three year which is good as it is above average with return rank of 8 in 25 funds. in Aggressive Hybrid Fund.
  5. 5 Year Return%: The Franklin India Equity Hybrid Fund has given return of 14.25% in last five year which is good as it is above average with return rank of 8 in 23 funds. in Aggressive Hybrid Fund.
  6. 1 Year SIP Return%: The Franklin India Equity Hybrid Fund has given return of 12.96% in last one year which is good as it is above average with return rank of 9 in 26 funds. in Aggressive Hybrid Fund.
  7. 3 Year SIP Return%: The Franklin India Equity Hybrid Fund has given return of 16.24% in last three year which is good as it is above average with return rank of 8 in 25 funds. in Aggressive Hybrid Fund.
  8. 5 Year SIP Return%: The Franklin India Equity Hybrid Fund has given return of 17.39% in last five year which is good as it is above average with return rank of 7 in 23 funds. in Aggressive Hybrid Fund.
  9. '
'

The Franklin India Equity Hybrid Fund has average risk performance, as more than 25% risk parameters are above average Aggressive Hybrid Fund category. The details are provided below. '
    '
  1. Standard Deviation: It is a measure of the dispersion of a set of data from its mean. It is calculated as the square root of variance by determining the variation between each data point relative to the mean. The higher the standard deviation, the greater the risk. The Franklin India Equity Hybrid Fund has standard deviation of 9.31 which is very good as it is in the top quartile with risk rank of 5 in 20 funds. in Aggressive Hybrid Fund.
  2. Semi Deviation: It is a measure of the dispersion of a set of data from its mean. It is calculated as the square root of variance by determining the variation between each data point relative to the mean. The higher the semi-deviation, the greater the risk. It uses only negative returns for calculation. The Franklin India Equity Hybrid Fund has semi deviation of 6.6 which is good as it is above average with risk rank of 6 in 20 funds. in Aggressive Hybrid Fund.
  3. Max Drawdown %: It is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained. The Franklin India Equity Hybrid Fund has max drawdown of -9.21% which is good as it is above average with risk rank of 10 in 20 funds. in Aggressive Hybrid Fund.
  4. 1Y VaR at 95%: It is the maximum expected loss of an investment over a given time period with a given probability of confidence. The Franklin India Equity Hybrid Fund has 1Y VaR at 95% of -10.07% which is good as it is above average with risk rank of 7 in 20 funds. in Aggressive Hybrid Fund.
  5. Average Drawdown %: It is the average of the drawdowns over a period of time. The Franklin India Equity Hybrid Fund has average drawdown of -3.63% which is poor as it is in the below average with risk rank of 9 in 20 funds. in Aggressive Hybrid Fund.
  6. '
'

The Franklin India Equity Hybrid Fund has poor risk adjusted performance, as non of above risk adjusted paramerters are above average in Aggressive Hybrid Fund category. The details are provided below. '
    '
  1. Sterling Ratio: It is a measure of risk-adjusted return. The Franklin India Equity Hybrid Fund has Sterling Ratio of 0.8 which is poor as it is in the below average with risk rank of 9 in 20 funds. in Aggressive Hybrid Fund.
  2. Sortino Ratio: It is a measure of risk-adjusted return. The Franklin India Equity Hybrid Fund has Sortino Ratio of 0.39 which is poor as it is in the below average with risk rank of 8 in 20 funds. in Aggressive Hybrid Fund.
  3. Jensen Alpha %: It is a measure of risk-adjusted return. The Franklin India Equity Hybrid Fund has Jensen Alpha of 1.36% which is poor as it is in the below average with risk rank of 8 in 20 funds. in Aggressive Hybrid Fund.
  4. Treynor Ratio: It is a measure of risk-adjusted return. The Franklin India Equity Hybrid Fund has Treynor Ratio of 0.07 which is poor as it is in the below average with risk rank of 8 in 20 funds. in Aggressive Hybrid Fund.
  5. Modigliani Square Measure %: It is a measure of risk-adjusted return. The Franklin India Equity Hybrid Fund has Modigliani Square Measure of 14.82% which is good as it is above average with risk rank of 9 in 20 funds. in Aggressive Hybrid Fund.
  6. Alpha %: It is a measure of risk-adjusted return. The Franklin India Equity Hybrid Fund has Alpha of 2.57% which is good as it is above average with risk rank of 8 in 20 funds. in Aggressive Hybrid Fund.
  7. '
'


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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Better Than Cat. Avg In 1st Quartile In 4th Quartile
1M Return % 2.08
2.08
0.70 | 4.05 10 | 26
No
No
No
3M Return % 4.99
5.43
3.13 | 8.51 17 | 26
No
No
No
6M Return % 18.07
17.41
11.33 | 28.07 10 | 26
Yes
No
No
1Y Return % 32.19
29.17
17.56 | 56.00 8 | 26
Yes
No
No
3Y Return % 15.53
15.46
9.71 | 23.98 10 | 25
Yes
No
No
5Y Return % 15.07
14.70
10.70 | 24.23 7 | 23
Yes
No
No
7Y Return % 12.71
12.69
9.05 | 20.04 10 | 19
Yes
No
No
10Y Return % 13.83
13.31
9.53 | 18.22 5 | 15
Yes
No
No
1Y SIP Return % 31.94
30.43
19.43 | 56.25 10 | 26
Yes
No
No
3Y SIP Return % 19.78
18.79
11.52 | 32.31 9 | 25
Yes
No
No
5Y SIP Return % 18.14
17.57
11.92 | 27.66 7 | 23
Yes
No
No
7Y SIP Return % 15.55
15.57
11.01 | 23.51 7 | 19
No
No
No
10Y SIP Return % 13.75
14.04
10.62 | 19.97 7 | 15
No
No
No
15Y SIP Return % 13.68
13.78
9.91 | 17.59 5 | 12
No
No
No
Return data last Updated On : May 27, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 28, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Better Than Cat. Avg In 1st Quartile In 4th Quartile
1M Return % 2.16 2.17 0.82 | 4.15 10 | 26
No
No
No
3M Return % 5.25 5.74 3.60 | 9.01 17 | 26
No
No
No
6M Return % 18.67 18.14 12.25 | 29.24 10 | 26
Yes
No
No
1Y Return % 33.60 30.75 19.47 | 58.42 9 | 26
Yes
No
No
3Y Return % 16.73 16.86 11.52 | 25.13 10 | 25
No
No
No
5Y Return % 16.26 16.05 12.51 | 25.65 8 | 23
Yes
No
No
7Y Return % 13.94 13.94 10.78 | 21.19 9 | 19
Yes
No
No
10Y Return % 15.13 14.38 10.71 | 19.05 5 | 15
Yes
No
No
1Y SIP Return % 33.29 32.03 21.37 | 58.90 11 | 26
Yes
No
No
3Y SIP Return % 21.00 20.18 12.83 | 33.96 11 | 25
Yes
No
No
5Y SIP Return % 19.34 18.92 13.33 | 29.04 7 | 23
Yes
No
No
7Y SIP Return % 16.72 16.79 12.77 | 24.82 7 | 19
No
No
No
10Y SIP Return % 14.98 15.12 11.83 | 20.99 6 | 15
No
No
No
Return data last Updated On : May 27, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 28, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D 0.0 ₹ 10000.0 0.0 ₹ 10000.0
1W 0.98 ₹ 10098.0 0.99 ₹ 10099.0
1M 2.08 ₹ 10208.0 2.16 ₹ 10216.0
3M 4.99 ₹ 10499.0 5.25 ₹ 10525.0
6M 18.07 ₹ 11807.0 18.67 ₹ 11867.0
1Y 32.19 ₹ 13219.0 33.6 ₹ 13360.0
3Y 15.53 ₹ 15419.0 16.73 ₹ 15905.0
5Y 15.07 ₹ 20174.0 16.26 ₹ 21237.0
7Y 12.71 ₹ 23101.0 13.94 ₹ 24938.0
10Y 13.83 ₹ 36513.0 15.13 ₹ 40924.0
15Y - ₹ - - ₹ -

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period Invested Amount Regular Direct
XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
1Y ₹ 12000 31.9386 ₹ 13981.128 33.2932 ₹ 14061.804
3Y ₹ 36000 19.7784 ₹ 48122.892 20.9968 ₹ 48947.724
5Y ₹ 60000 18.1415 ₹ 94330.98 19.3357 ₹ 97118.22
7Y ₹ 84000 15.5547 ₹ 146237.952 16.7213 ₹ 152451.516
10Y ₹ 120000 13.7518 ₹ 246063.6 14.977 ₹ 262767.0000000001
15Y ₹ 180000 13.678 ₹ 550004.76 - ₹ -


Date NAV Regular Growth NAV Direct Growth
27-05-2024 246.8372 278.6701
24-05-2024 246.8659 278.6787
23-05-2024 246.4863 278.2425
22-05-2024 244.6628 276.1762
21-05-2024 244.4513 275.9297
17-05-2024 243.4137 274.7273
16-05-2024 241.6413 272.7193
15-05-2024 239.9374 270.7885
14-05-2024 239.3127 270.0759
13-05-2024 238.032 268.623
10-05-2024 238.2692 268.8679
09-05-2024 237.1777 267.6286
08-05-2024 239.7164 270.4856
07-05-2024 238.7275 269.3622
06-05-2024 240.5614 271.4237
03-05-2024 240.9459 271.8346
02-05-2024 241.9452 272.9542
30-04-2024 241.7844 272.7573
29-04-2024 241.8175 272.7869
26-04-2024 240.8155 271.6342
25-04-2024 240.8658 271.6837
24-04-2024 239.2093 269.8078
23-04-2024 238.4557 268.9506
22-04-2024 238.1703 268.6214
19-04-2024 236.4558 266.6661
18-04-2024 235.9717 266.1129
16-04-2024 237.1027 267.3739
15-04-2024 237.6891 268.0279
12-04-2024 239.7139 270.2891
09-04-2024 240.3397 270.9727
08-04-2024 239.9272 270.5004
05-04-2024 238.7773 269.182
04-04-2024 238.1536 268.4717
03-04-2024 237.7886 268.0528
02-04-2024 237.6876 267.9318
01-04-2024 237.2444 267.4249
28-03-2024 235.2471 265.1449
27-03-2024 234.0833 263.8261
26-03-2024 233.7771 263.4738
22-03-2024 233.4105 263.0322
21-03-2024 232.4551 261.9485
20-03-2024 230.2997 259.5127
19-03-2024 229.9662 259.1298
18-03-2024 231.7831 261.1701
15-03-2024 231.4632 260.7884
14-03-2024 232.1489 261.554
13-03-2024 230.2319 259.3872
12-03-2024 234.5761 264.2744
11-03-2024 235.5442 265.358
07-03-2024 237.2557 267.2573
06-03-2024 236.9377 266.8919
05-03-2024 237.1442 267.1173
04-03-2024 237.3399 267.3306
01-03-2024 236.5156 266.3806
29-02-2024 234.3046 263.8835
28-02-2024 233.6198 263.1054
27-02-2024 235.0966 264.7616
26-02-2024 234.8494 264.4763
23-02-2024 235.5891 265.2884
22-02-2024 235.1849 264.8263
21-02-2024 233.8233 263.2862
20-02-2024 234.7655 264.3402
19-02-2024 234.1405 263.6295
16-02-2024 233.3282 262.6942
15-02-2024 231.8228 260.9925
14-02-2024 230.9056 259.9531
13-02-2024 229.4719 258.3322
12-02-2024 228.4809 257.2099
09-02-2024 230.0865 258.997
08-02-2024 230.0746 258.9768
07-02-2024 230.3387 259.2674
06-02-2024 230.1887 259.0918
05-02-2024 228.5816 257.2761
02-02-2024 229.0127 257.7411
01-02-2024 228.3903 257.0339
31-01-2024 228.7467 257.4283
30-01-2024 226.9041 255.3479
29-01-2024 227.7769 256.3234
25-01-2024 225.5013 253.7356
24-01-2024 225.9598 254.2448
23-01-2024 223.7699 251.774
19-01-2024 226.9096 255.2796
18-01-2024 225.2107 253.3616
17-01-2024 225.4875 253.6662
16-01-2024 228.2215 256.7351
15-01-2024 228.607 257.1617
12-01-2024 227.4988 255.8941
11-01-2024 225.8163 253.9947
10-01-2024 225.3987 253.518
09-01-2024 224.9536 253.0105
08-01-2024 224.5433 252.5421
05-01-2024 225.9513 254.1049
04-01-2024 225.5927 253.6947
03-01-2024 223.8204 251.6947
02-01-2024 224.4264 252.3692
01-01-2024 225.0814 253.0989
29-12-2023 224.8247 252.7896
28-12-2023 224.5146 252.4339
27-12-2023 223.7845 251.6062
26-12-2023 222.6316 250.3031
22-12-2023 221.7704 249.3076
21-12-2023 220.5481 247.9268
20-12-2023 219.3775 246.6042
19-12-2023 222.381 249.9735
18-12-2023 222.1244 249.6783
15-12-2023 221.834 249.3314
14-12-2023 220.0299 247.2969
13-12-2023 218.1711 245.2011
12-12-2023 217.4634 244.399
11-12-2023 218.4004 245.4453
08-12-2023 217.7918 244.7413
07-12-2023 217.6615 244.5883
06-12-2023 217.4591 244.3542
05-12-2023 216.4523 243.2162
04-12-2023 216.0157 242.7191
01-12-2023 213.4242 239.7876
30-11-2023 212.3668 238.5932
29-11-2023 211.2174 237.2954
28-11-2023 209.8079 235.7054
24-11-2023 209.0531 234.8319
23-11-2023 208.9454 234.7045
22-11-2023 208.9798 234.7367
21-11-2023 208.9191 234.6622
20-11-2023 208.7303 234.4437
17-11-2023 208.9646 234.6877
16-11-2023 208.8722 234.5775
15-11-2023 208.4289 234.0733
13-11-2023 206.7594 232.1857
10-11-2023 206.2805 231.629
09-11-2023 206.1001 231.4201
08-11-2023 206.2169 231.545
07-11-2023 205.8966 231.1791
06-11-2023 205.252 230.4491
03-11-2023 203.6363 228.6163
02-11-2023 202.5987 227.4453
01-11-2023 201.2212 225.8926
31-10-2023 201.6691 226.3893
30-10-2023 202.06 226.8219
27-10-2023 201.7081 226.4084
26-10-2023 200.1069 224.605
25-10-2023 201.6047 226.28
23-10-2023 202.7185 227.5177
20-10-2023 205.3901 230.4974
19-10-2023 206.024 231.2024
18-10-2023 206.4806 231.7086
17-10-2023 207.3184 232.6417
16-10-2023 206.8838 232.1471
13-10-2023 206.792 232.0232
12-10-2023 206.7281 231.9445
11-10-2023 206.367 231.5324
10-10-2023 205.666 230.739
09-10-2023 204.5408 229.4697
06-10-2023 205.7909 230.8514
05-10-2023 205.3016 230.2956
04-10-2023 204.6942 229.6074
03-10-2023 206.3606 231.4696
29-09-2023 206.4194 231.5078
27-09-2023 206.0867 231.1208
26-09-2023 205.62 230.5905
25-09-2023 205.187 230.098
22-09-2023 205.3302 230.2378
21-09-2023 205.5933 230.526
20-09-2023 206.9621 232.0538
18-09-2023 208.2007 233.4285
15-09-2023 208.5403 233.7883
14-09-2023 207.947 233.1162
13-09-2023 207.2334 232.3091
12-09-2023 206.7825 231.7967
11-09-2023 209.0465 234.3276
08-09-2023 207.893 233.0136
07-09-2023 206.6172 231.5768
06-09-2023 205.5437 230.3666
05-09-2023 205.3396 230.131
04-09-2023 204.893 229.6235
01-09-2023 203.8358 228.4182
31-08-2023 202.1004 226.4667
30-08-2023 202.177 226.5458
29-08-2023 201.483 225.7614
28-08-2023 200.9759 225.1864
25-08-2023 200.4844 224.6155
24-08-2023 201.3669 225.5974
23-08-2023 201.5928 225.8437
22-08-2023 200.8936 225.0536
21-08-2023 200.3181 224.4023
18-08-2023 199.8835 223.8953
17-08-2023 200.1143 224.1471
16-08-2023 200.53 224.6059
14-08-2023 200.3064 224.3421
11-08-2023 200.2881 224.3015
10-08-2023 200.7011 224.7561
09-08-2023 201.4597 225.5977
08-08-2023 200.8537 224.9113
07-08-2023 200.9207 224.9784
04-08-2023 200.5498 224.5396
03-08-2023 199.0067 222.8041
02-08-2023 199.566 223.4224
01-08-2023 201.3006 225.3565
31-07-2023 201.0257 225.0409
28-07-2023 200.0295 223.9021
27-07-2023 199.602 223.4158
26-07-2023 199.8327 223.6662
25-07-2023 198.9856 222.7102
24-07-2023 198.3803 222.025
21-07-2023 198.3326 221.9484
20-07-2023 199.0964 222.7953
19-07-2023 198.5209 222.1435
18-07-2023 197.8851 221.4243
17-07-2023 197.8239 221.348
14-07-2023 197.0053 220.4089
13-07-2023 195.8837 219.1465
12-07-2023 195.7215 218.9573
11-07-2023 195.8788 219.1256
10-07-2023 194.8461 217.9628
07-07-2023 194.7645 217.8488
06-07-2023 195.8284 219.0311
05-07-2023 195.0334 218.1343
04-07-2023 194.7391 217.7975
03-07-2023 194.6989 217.745
30-06-2023 194.2094 217.1748
28-06-2023 192.9683 215.7719
27-06-2023 192.1652 214.8663
26-06-2023 191.0734 213.6382
23-06-2023 190.425 212.891
22-06-2023 191.3188 213.8827
21-06-2023 192.2415 214.9067
20-06-2023 192.0418 214.676
19-06-2023 191.3919 213.942
16-06-2023 191.6366 214.1932
15-06-2023 190.4747 212.8871
14-06-2023 191.0048 213.472
13-06-2023 190.7692 213.2014
12-06-2023 189.7708 212.0782
09-06-2023 189.3815 211.6209
08-06-2023 189.482 211.7259
07-06-2023 190.2275 212.5515
06-06-2023 189.1603 211.3516
05-06-2023 188.9953 211.1599
02-06-2023 188.0679 210.1018
01-06-2023 187.577 209.5461
31-05-2023 187.5823 209.5447
30-05-2023 187.2694 209.1879
29-05-2023 186.7325 208.5809

Fund Launch Date: 10/Dec/1999
Fund Category: Aggressive Hybrid Fund
Investment Objective: The investment objective of Franklin India Balanced 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 Description: An open ended hybrid scheme investing predominantly in equity and equity related instruments
Fund Benchmark: CRISIL Hybrid 35+65 - Aggressive Index
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.