Franklin India Equity Hybrid Fund Overview
Category Aggressive Hybrid Fund
BMSMONEY Rank 9
BMSMONEY Rating
Gro. Opt. As On: 26-07-2024
NAV ₹263.12(R) +1.06% ₹297.56(D) +1.06%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 31.54% 16.5% 17.53% 13.06% 13.77%
LumpSum (D) 32.9% 17.72% 18.74% 14.29% 15.09%
SIP (R) 36.4% 22.82% 19.92% 16.87% 14.57%
SIP (D) 37.79% 24.07% 21.13% 18.04% 15.79%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
- - - -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
-% -% -% - -%
Top Aggressive Hybrid Fund
Fund Name Rank Rating
JM Equity Hybrid Fund 1
ICICI Prudential Equity & Debt Fund 2
Quant Absolute Fund 3
Edelweiss Aggressive Hybrid Fund 4
Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana 5
UTI Hybrid Equity Fund 6

NAV Date: 26-07-2024

Scheme Name NAV Rupee Change Percent Change
Franklin India Equity Hybrid Fund - IDCW 30.69
0.3200
1.0600%
Franklin India Equity Hybrid Fund - Direct - IDCW 36.08
0.3800
1.0600%
Franklin India Equity Hybrid Fund - Growth Plan 263.12
2.7600
1.0600%
Franklin India Equity Hybrid Fund - Direct - Growth 297.56
3.1300
1.0600%

Review Date: 26-07-2024

Franklin India Equity Hybrid Fund has exhibited good performance in the Aggressive Hybrid Fund category. The fund has rank of 9 out of 26 funds in the category. The fund has delivered return of 31.54% in 1 year, 16.5% in 3 years, 17.53% in 5 years and 13.77% in 10 years. The category average for the same periods is 31.06%, 16.56%, 18.04% and 13.31% respectively, which shows good return performance of fund in the category. The fund has high risk in the category.

Key Points:

  1. An investment of ₹10,000 in Franklin India Equity Hybrid Fund direct growth option would have grown to ₹13290.0 in 1 year, ₹16313.0 in 3 years and ₹23609.0 in 5 years as of today (26-07-2024).
  2. An SIP of ₹1,000 per month in Franklin India Equity Hybrid Fund direct growth option would have grown to ₹14327.0 in 1 year, ₹51067.0 in 3 years and ₹101441.0 in 5 years as of today (26-07-2024).


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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 2.93
3.17
1.15 | 4.58 17 | 27 Average
3M Return % 8.81
9.59
6.80 | 14.01 17 | 27 Average
6M Return % 15.52
16.28
12.30 | 22.91 17 | 27 Average
1Y Return % 31.54
31.06
19.59 | 53.05 12 | 27 Good
3Y Return % 16.50
16.56
9.87 | 25.61 10 | 26 Good
5Y Return % 17.53
18.04
13.23 | 28.47 11 | 25 Good
7Y Return % 13.06
13.36
9.50 | 19.90 11 | 20 Average
10Y Return % 13.77
13.31
9.78 | 17.51 7 | 15 Good
15Y Return % 13.27
13.50
9.39 | 17.02 7 | 12 Average
1Y SIP Return % 36.40
37.80
26.37 | 58.84 14 | 27 Good
3Y SIP Return % 22.82
22.63
15.93 | 36.16 11 | 26 Good
5Y SIP Return % 19.92
20.12
14.22 | 29.95 9 | 25 Good
7Y SIP Return % 16.87
17.38
12.31 | 24.44 8 | 20 Good
10Y SIP Return % 14.57
14.98
11.57 | 20.62 8 | 15 Good
15Y SIP Return % 14.09
14.27
10.41 | 17.84 5 | 12 Good
Return data last Updated On : July 26, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : April 30, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 3.02 3.27 1.28 | 4.70 17 | 27
3M Return % 9.08 9.91 7.20 | 14.37 17 | 27
6M Return % 16.09 16.98 13.18 | 24.03 17 | 27
1Y Return % 32.90 32.66 21.53 | 55.59 12 | 27
3Y Return % 17.72 17.96 11.67 | 27.11 11 | 26
5Y Return % 18.74 19.45 14.76 | 29.68 11 | 25
7Y Return % 14.29 14.60 10.80 | 21.08 10 | 20
10Y Return % 15.09 14.39 10.98 | 18.35 6 | 15
1Y SIP Return % 37.79 39.48 28.40 | 61.63 13 | 27
3Y SIP Return % 24.07 24.05 17.76 | 37.94 11 | 26
5Y SIP Return % 21.13 21.52 16.05 | 31.40 9 | 25
7Y SIP Return % 18.04 18.60 14.07 | 25.78 8 | 20
10Y SIP Return % 15.79 16.06 12.78 | 21.66 8 | 15
Return data last Updated On : July 26, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : April 30, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D 1.06 ₹ 10,106.00 1.06 ₹ 10,106.00
1W 1.43 ₹ 10,143.00 1.44 ₹ 10,144.00
1M 2.93 ₹ 10,293.00 3.02 ₹ 10,302.00
3M 8.81 ₹ 10,881.00 9.08 ₹ 10,908.00
6M 15.52 ₹ 11,552.00 16.09 ₹ 11,609.00
1Y 31.54 ₹ 13,154.00 32.90 ₹ 13,290.00
3Y 16.50 ₹ 15,814.00 17.72 ₹ 16,313.00
5Y 17.53 ₹ 22,429.00 18.74 ₹ 23,609.00
7Y 13.06 ₹ 23,617.00 14.29 ₹ 25,475.00
10Y 13.77 ₹ 36,339.00 15.09 ₹ 40,779.00
15Y 13.27 ₹ 64,790.00 ₹

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 36.40 ₹ 14,245.32 37.79 ₹ 14,327.27
3Y ₹ 36000 22.82 ₹ 50,199.52 24.07 ₹ 51,066.83
5Y ₹ 60000 19.92 ₹ 98,512.68 21.13 ₹ 101,440.98
7Y ₹ 84000 16.87 ₹ 153,252.71 18.04 ₹ 159,773.96
10Y ₹ 120000 14.57 ₹ 257,060.88 15.79 ₹ 274,444.32
15Y ₹ 180000 14.09 ₹ 569,874.06 ₹


Date NAV Regular Growth NAV Direct Growth
26-07-2024 263.1182 297.5647
25-07-2024 260.3593 294.4362
24-07-2024 260.1059 294.1411
23-07-2024 258.9381 292.8121
22-07-2024 259.412 293.3395
19-07-2024 258.4972 292.2798
18-07-2024 260.9645 295.061
16-07-2024 260.5074 294.5272
15-07-2024 260.7928 294.8414
12-07-2024 260.1357 294.073
11-07-2024 259.1715 292.9746
10-07-2024 259.1497 292.9415
09-07-2024 259.5076 293.3376
08-07-2024 258.5876 292.2892
05-07-2024 257.8227 291.3994
04-07-2024 257.7613 291.3216
03-07-2024 257.4718 290.986
02-07-2024 256.5731 289.9619
01-07-2024 257.0923 290.5403
28-06-2024 255.6754 288.9141
27-06-2024 255.8721 289.128
26-06-2024 255.6175 288.832

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.