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Asset Size:1838Cr
Expense Ratio:2.13%
Fund Manager(s):Sachin Padwal-Desai,Umesh Sharma,Lakshmikanth Reddy,Srikesh Nair,
5year Returns:9.48%

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Franklin India Equity Hybrid Fund Growth

Franklin Templeton       

Balanced Equity
Aggressive Allocation

Nav : 115.3441 ( 0.24%) August 16th, 2019

People currently viewing this : 1

Rank (of 245)

13

Annualized Returns(5 yrs)

9.48%

Investment Horizon

>3 Yr

Doubled Money

7yrs 8m

Returns since December 10th, 1999

13.23%

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

50.1L

Projected Maturity Amount

1.1Cr

Franklin Templeton     

Balanced Equity
Aggressive Allocation

Nav : 115.3441 ( 0.24%) August 16th, 2019

People currently viewing this : 1

Upwardly's Take :

These funds invest predominantly in Equity (65-80%) with rest allocation in debt. Investors looking for exposure to equity but wanting more stability than pure Equity funds should invest in this fund. Only 10% long-term tax on capital gains above 1 lakh.

Invest in these funds with minimum of 3 years horizon for your medium to long term goals like Retirement, Children's education etc

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

50.1L

Projected Maturity Amount

1.1Cr

Rank (of 245)

13

Annualized Returns(5 yrs)

9.48%

Investment Horizon

>3 Yr

Doubled Money

7yrs 8m

Returns since December 10th, 1999

13.23%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

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

Basic Details
Fund House
Franklin Templeton
Launch Date
December 10th, 1999
Expense Ratio
2.13%
Fund Category Risk
Moderate
Std Dev (1Yr)
11.067
Std Dev (3Yr)
8.436
Std Dev (5Yr)
9.369
Asset Size
1838Cr
Investment Details
Investment Plan
Growth
Return since Launch
13.23 %
Exit Load
1% if withdrawn within 1 Year(s)
No exit load if withdrawn after 1 Year(s)
YTM
9.13 %
Modified Duration
1.79