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franklin india equity hybrid fund direct growth
Franklin India Equity Hybrid Fund Direct Growth

Franklin India Equity Hybrid Fund Direct Growth

  • Very High Risk
  • Allocation
  • Aggressive Allocation
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NAV as on Dec 26, 2025
i
Price per unit of the scheme.
314.7380-0.25%1 Day Change
-1.11%
Minimum Investment₹5000
Expense Ratio0.85%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
4
Scheme Rating

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

This Fund
Franklin India Equity Hybrid Fund Direct Growth
VS
Allocation: Aggressive Allocation Average NAV
    Topper in Allocation: Aggressive Allocation
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    Franklin India Equity Hybrid Fund Direct Growth
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      0
    • Return
      0
    • Current Value
      0

    bt_logoFUND MANAGER

    Rajasa Kakulavarapu
    Rajasa Kakulavarapu
    i
    Lead Fund Manager.
    Sep 6, 2021 - Present
    • Fund Manager Rank11Out of 30
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed12
    • Total AUM39,304.59 Cr
    • Highest Return In 1 Yr14.70 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 313.76
    -1.09%
    -0.70%
    Very High Risk
    2,354.76Cr
    ₹ 18.40
    0.20%
    -0.19%
    Moderately High risk
    687.09Cr
    ₹ 101.63
    -0.08%
    -0.39%
    Moderately High risk
    204.88Cr
    Franklin India Equity Hybrid Fund Direct Growth
    Very High Risk
    • NAV₹ 313.76
    • Fund Size2,354.76Cr
    Fund Return-1.09%
    Category Return-0.70%
    Franklin India Equity Savings Fund Direct Growth
    Moderately High risk
    • NAV₹ 18.40
    • Fund Size687.09Cr
    Fund Return0.20%
    Category Return-0.19%
    Franklin India Debt Hybrid Fund Direct Growth
    Moderately High risk
    • NAV₹ 101.63
    • Fund Size204.88Cr
    Fund Return-0.08%
    Category Return-0.39%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Sachin Padwal-Desai
    Sachin Padwal-Desai
    i
    Lead Fund Manager.
    Feb 1, 2011 - Present
    • Schemes managed12
    • Total AUM8,620.43 Cr
    • Highest Return In 1 Yr308.96 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 313.76
    -1.09%
    -0.70%
    Very High Risk
    2,354.76Cr
    ₹ 24.26
    0.30%
    -0.05%
    Moderate Risk
    485.44Cr
    Franklin India Equity Hybrid Fund Direct Growth
    Very High Risk
    • NAV₹ 313.76
    • Fund Size2,354.76Cr
    Fund Return-1.09%
    Category Return-0.70%
    Franklin India Banking & PSU Debt Fund Direct Growth
    Moderate Risk
    • NAV₹ 24.26
    • Fund Size485.44Cr
    Fund Return0.30%
    Category Return-0.05%
    Franklin India Dynamic Accrual Fund Segregated Portfolio 2 Direct Growth
    Low Risk--
    • NAV₹ 3.21
    • Fund Size29.52Cr
    Fund Return258.95%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Anand Radhakrishnan
    Anand Radhakrishnan
    i
    Lead Fund Manager.
    Sep 6, 2021 - Present
    • Schemes managed11
    • Total AUM45,073.14 Cr
    • Highest Return In 1 Yr8.82 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 1,851.74
    -1.36%
    -1.33%
    Very High Risk
    19,796.16Cr
    ₹ 313.76
    -1.09%
    -0.70%
    Very High Risk
    2,354.76Cr
    ₹ 1,666.22
    -1.50%
    -1.11%
    Very High Risk
    6,787.62Cr
    Franklin India Flexi Cap Fund Direct Growth
    Very High Risk
    • NAV₹ 1,851.74
    • Fund Size19,796.16Cr
    Fund Return-1.36%
    Category Return-1.33%
    Franklin India Equity Hybrid Fund Direct Growth
    Very High Risk
    • NAV₹ 313.76
    • Fund Size2,354.76Cr
    Fund Return-1.09%
    Category Return-0.70%
    Franklin India Taxshield Direct Growth
    Very High Risk
    • NAV₹ 1,666.22
    • Fund Size6,787.62Cr
    Fund Return-1.50%
    Category Return-1.11%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Umesh Sharma
    Umesh Sharma
    i
    Lead Fund Manager.
    Feb 1, 2011 - Present
    • Schemes managed14
    • Total AUM16,984.24 Cr
    • Highest Return In 1 Yr308.96 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 313.76
    -1.09%
    -0.70%
    Very High Risk
    2,354.76Cr
    ₹ 24.26
    0.30%
    -0.05%
    Moderate Risk
    485.44Cr
    Franklin India Equity Hybrid Fund Direct Growth
    Very High Risk
    • NAV₹ 313.76
    • Fund Size2,354.76Cr
    Fund Return-1.09%
    Category Return-0.70%
    Franklin India Dynamic Accrual Fund Segregated Portfolio 2 Direct Growth
    Low Risk--
    • NAV₹ 3.21
    • Fund Size29.52Cr
    Fund Return258.95%
    Category Return--
    Franklin India Banking & PSU Debt Fund Direct Growth
    Moderate Risk
    • NAV₹ 24.26
    • Fund Size485.44Cr
    Fund Return0.30%
    Category Return-0.05%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Sandeep Manam
    Sandeep Manam
    i
    Lead Fund Manager.
    Oct 18, 2021 - Present
    • Schemes managed21
    • Total AUM98,727.09 Cr
    • Highest Return In 1 Yr23.61 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 1,851.74
    -1.36%
    -1.33%
    Very High Risk
    19,796.16Cr
    ₹ 215.55
    -0.96%
    -1.24%
    Very High Risk
    3,703.34Cr
    ₹ 124.42
    -1.49%
    -0.87%
    Very High Risk
    12,815.07Cr
    Franklin India Flexi Cap Fund Direct Growth
    Very High Risk
    • NAV₹ 1,851.74
    • Fund Size19,796.16Cr
    Fund Return-1.36%
    Category Return-1.33%
    Franklin India Equity Advantage Fund Direct Growth
    Very High Risk
    • NAV₹ 215.55
    • Fund Size3,703.34Cr
    Fund Return-0.96%
    Category Return-1.24%
    Franklin India Focused Equity Fund Direct Growth
    Very High Risk
    • NAV₹ 124.42
    • Fund Size12,815.07Cr
    Fund Return-1.49%
    Category Return-0.87%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Varun Sharma
    Varun Sharma
    i
    Lead Fund Manager.
    Sep 1, 2023 - Present
    • Schemes managed13
    • Total AUM25,395.27 Cr
    • Highest Return In 1 Yr23.61 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 124.42
    -1.49%
    -0.87%
    Very High Risk
    12,815.07Cr
    --
    ₹ 38.76
    2.25%
    -%
    Very High Risk
    297.29Cr
    --
    ₹ 605.86
    3.39%
    1.89%
    Very High Risk
    1,956.54Cr
    Franklin India Focused Equity Fund Direct Growth
    Very High Risk
    • NAV₹ 124.42
    • Fund Size12,815.07Cr
    Fund Return-1.49%
    Category Return-0.87%
    Franklin Asian Equity Fund Direct Growth
    Very High Risk--
    • NAV₹ 38.76
    • Fund Size297.29Cr
    Fund Return2.25%
    Category Return--
    Franklin India Technology Fund Direct Growth
    Very High Risk--
    • NAV₹ 605.86
    • Fund Size1,956.54Cr
    Fund Return3.39%
    Category Return1.89%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Anuj Tagra
    Anuj Tagra
    i
    Lead Fund Manager.
    Mar 7, 2024 - Present
    • Schemes managed14
    • Total AUM1,48,170.65 Cr
    • Highest Return In 1 Yr18.86 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 25.78
    0.09%
    -0.20%
    Moderate Risk
    2,582.45Cr
    ₹ 113.23
    0.64%
    -0.06%
    Moderate Risk
    9,215.50Cr
    --
    ₹ 99.22
    0.42%
    -0.10%
    Moderate Risk
    1,068.28Cr
    ICICI Prudential Constant Maturity Gilt Direct Growth
    Moderate Risk
    • NAV₹ 25.78
    • Fund Size2,582.45Cr
    Fund Return0.09%
    Category Return-0.20%
    ICICI Prudential Gilt Fund Direct Plan Growth
    Moderate Risk
    • NAV₹ 113.23
    • Fund Size9,215.50Cr
    Fund Return0.64%
    Category Return-0.06%
    ICICI Prudential Long Term Bond Fund Direct Plan Growth
    Moderate Risk--
    • NAV₹ 99.22
    • Fund Size1,068.28Cr
    Fund Return0.42%
    Category Return-0.10%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Chandni Gupta
    Chandni Gupta
    i
    Lead Fund Manager.
    Mar 7, 2024 - Present
    • Schemes managed19
    • Total AUM43,702.51 Cr
    • Highest Return In 1 Yr12.46 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    --
    ₹ 12.77
    0.35%
    -%
    Moderate Risk
    1,568.00Cr
    --
    ₹ 13.01
    0.32%
    -%
    Moderate Risk
    883.74Cr
    ₹ 35.22
    0.26%
    -0.05%
    Low to Moderate Risk
    9,720.73Cr
    ICICI Prudential Nifty SDL Sep 2027 Index Fund Direct Growth
    Moderate Risk--
    • NAV₹ 12.77
    • Fund Size1,568.00Cr
    Fund Return0.35%
    Category Return--
    ICICI Prudential Nifty G-Sec Dec 2030 Index Fund Direct Growth
    Moderate Risk--
    • NAV₹ 13.01
    • Fund Size883.74Cr
    Fund Return0.32%
    Category Return--
    ICICI Prudential Banking and PSU Debt Fund Direct Plan Growth
    Low to Moderate Risk
    • NAV₹ 35.22
    • Fund Size9,720.73Cr
    Fund Return0.26%
    Category Return-0.05%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Ajay Argal
    Ajay Argal
    i
    Lead Fund Manager.
    Oct 4, 2024 - Present
    • Schemes managed7
    • Total AUM31,524.26 Cr
    • Highest Return In 1 Yr8.82 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 124.42
    -1.49%
    -0.87%
    Very High Risk
    12,815.07Cr
    ₹ 163.93
    -1.96%
    -2.15%
    Very High Risk
    3,068.34Cr
    ₹ 153.55
    0.37%
    -0.42%
    Very High Risk
    2,384.36Cr
    Franklin India Focused Equity Fund Direct Growth
    Very High Risk
    • NAV₹ 124.42
    • Fund Size12,815.07Cr
    Fund Return-1.49%
    Category Return-0.87%
    Franklin Build India Fund Direct Growth
    Very High Risk
    • NAV₹ 163.93
    • Fund Size3,068.34Cr
    Fund Return-1.96%
    Category Return-2.15%
    Templeton India Equity Income Fund Direct Growth
    Very High Risk
    • NAV₹ 153.55
    • Fund Size2,384.36Cr
    Fund Return0.37%
    Category Return-0.42%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Nov, 2025
    EQUITY (72.34%)
    DEBT (26.39%)
    CASH (1.27%)
    Allocation by Market Cap
    Large Cap(53.53%)
    Mid Cap(7.02%)
    Small Cap(11.02%)
    Industry Holdings
    • Banks Regional23.37%
    • Information Technology Services7.19%
    • Telecom Services5.32%
    • Engineering Construction5.32%
    • Oil Gas Refining Marketing4.37%
    • Drug Manufacturers Specialty Generic3.60%
    Stock Holdings
    • HDFC Bank Ltd7.17%
    • ICICI Bank Ltd4.67%
    • Larsen & Toubro Ltd3.85%
    • Bharti Airtel Ltd3.43%
    • Reliance Industries Ltd3.16%
    • Axis Bank Ltd3.01%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      2.30
      This Fund
      VS
      1.36
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      91.45
      This Fund
      VS
      86.98
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      0.99
      This Fund
      VS
      1.08
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      0.90
      This Fund
      VS
      0.75
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      1.49
      This Fund
      VS
      1.23
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      8.85
      This Fund
      VS
      9.97
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    Franklin Templeton Asst Mgmt(IND)Pvt Ltd
    Franklin Templeton Asst Mgmt(IND)Pvt Ltd manages assets worth ₹ 1,20,489.65 crores. It’s current offering of mutual fund schemes includes 17 equity, 19 debt and 7 hybrid schemes.
    phone icon
    Phone
    +91 22 - 67519100
    mail icon
    Email
    services@franklintempleton.com
    aum
    AUM
    1,20,489.65 Cr (
    As on Nov 30, 2025
    )
    location
    Address
    Senapati Bapat Marg, Elphinstone Road (West), Mumbai Mumbai,400 013

    bt_logoFAQ's

    What is the category of Franklin India Equity Hybrid Fund Direct Growth ?
    The category of Franklin India Equity Hybrid Fund Direct Growth is Allocation - Aggressive Allocation
    What is the current NAV of Franklin India Equity Hybrid Fund Direct Growth ?
    The current NAV of Franklin India Equity Hybrid Fund Direct Growth as on Dec 26, 2025 is ₹314.74
    How safe is Franklin India Equity Hybrid Fund Direct Growth ?
    The risk level of Franklin India Equity Hybrid Fund Direct Growth is Very High.
    What are short term returns given by Franklin India Equity Hybrid Fund Direct Growth ?
    The return given by Franklin India Equity Hybrid Fund Direct Growth in 1 month is -1.11%, 3 months is 2.73%, 6 months is 0.78%, and 1 year is 4.64%
    What are the long term returns given by Franklin India Equity Hybrid Fund Direct Growth ?
    The return given by Franklin India Equity Hybrid Fund Direct Growth in 3 years is 15.66% and 5 years is 15.58%.
    What is the expense ratio of Franklin India Equity Hybrid Fund Direct Growth ?
    The expense ratio of Franklin India Equity Hybrid Fund Direct Growth is 0.85%
    What is the AUM of Franklin India Equity Hybrid Fund Direct Growth ?
    The assets under Management (AUM) of Franklin India Equity Hybrid Fund Direct Growth is Rs 2,354.76 crores.
    What is the minimum investment in Franklin India Equity Hybrid Fund Direct Growth ?
    The minimum Lumpsum investment in Franklin India Equity Hybrid Fund Direct Growth is ₹5,000.00 and the minimum SIP investment in Franklin India Equity Hybrid Fund Direct Growth is ₹1,000.00
    What is the asset allocation of Franklin India Equity Hybrid Fund Direct Growth?
    Franklin India Equity Hybrid Fund Direct Growth has an exposure of 72.34% in Equity, 26.39% in Debt and 1.27% in Cash & Money Market Securities