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Franklin India Equity Hybrid Fund - Direct - Growth

Hybrid

  

Aggressive Hybrid Fund

NAV

131.732 + 0.2444

as on (11 Dec, 2019)

RETURNS

8.79 %

Fund Type

Open Ended

Investment Plan

Growth

Expense Ratio

1.02 %

Benchmark

CRISIL Hybrid 35+65 - Agg TR INR

Asset Size

1829.53 Cr.

(As of 30 Apr, 2019)

Risk

Moderately High

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

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Fund manager

Sachin Padwal-Desai

(since 08 Aug, 2006)

Exit load

1 %

(If redeemed within 365 days)

Minimum sip

₹ 500

minimum investment

₹ 5000

Top Holdings

This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.

Company

Assets

Axis Bank Ltd

5.63 %

HDFC Bank Ltd

5.42 %

Coastal Gujarat Power Limited

5.13 %

Hinduja Leyland Finance Limited

4.73 %

Sector Allocation

About the Scheme Type

Aggressive Hybrid Fund

Aggressive Hybrid Funds are open ended schemes which invest a large portion of their assets – 65 to 80%, in equity and equity related instruments. The remaining, at least 20%, needs to be invested in debt instruments. Because of the debt component as well, they’re less risky as compared to pure play equity mutual funds but their returns are also less, for the same reason. These funds allow the fund manager to take advantage of arbitrage opportunities, meaning the fund manager can buy securities at a low price in one stock exchange and sell them ata higher price in the other.

Ratings

This fund is rated 4 stars by Morning Star Ratings.

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Overview of Franklin Templeton Asst Mgmt(IND)Pvt Ltd

Since 1947, our firm has been dedicated to delivering exceptional asset management for institutional, retail, and high-net-worth clients. Franklin Templeton's association with India dates back to over 2 decades as an investor. As part of the group's major thrust on investing in markets around the world, the India office was set up in 1996 as Templeton Asset Management India Pvt. Limited. It flagged off the mutual fund business with the launch of Templeton India Growth Fund in September 1996, and since then the business has grown at a steady pace.

At Franklin Templeton Mutual Fund, we understand that the strength of our business relationships is a key point of differentiation for us as a company, along with the trust that our business partners and clients have in us. Throughout the Franklin Templeton Mutual Fund’s history, a strong commitment to corporate values has guided our decision making and has been a roadmap for our success.

These values, and our unique perspective, help us achieve our mission by offering high quality investment solutions, providing outstanding service, and attracting, motivating and retaining talented people. They also help to create a “culture of compliance.” Franklin Templeton Mutual Fund’s core values include

  • Putting clients first
  • Building relationships
  • Working with integrity
  • Seeking to achieve quality results