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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 Nov 26, 2025
i
Price per unit of the scheme.
318.28120.84%1 Day Change
0.86%
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 AUM39,265.53 Cr
    • Highest Return In 1 Yr13.78 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 318.28
    0.86%
    -0.21%
    Very High Risk
    2,354.76Cr
    ₹ 18.38
    0.64%
    0.38%
    Moderately High risk
    687.09Cr
    ₹ 101.95
    0.55%
    0.53%
    Moderately High risk
    205.20Cr
    Franklin India Equity Hybrid Fund Direct Growth
    Very High Risk
    • NAV₹ 318.28
    • Fund Size2,354.76Cr
    Fund Return0.86%
    Category Return-0.21%
    Franklin India Equity Savings Fund Direct Growth
    Moderately High risk
    • NAV₹ 18.38
    • Fund Size687.09Cr
    Fund Return0.64%
    Category Return0.38%
    Franklin India Debt Hybrid Fund Direct Growth
    Moderately High risk
    • NAV₹ 101.95
    • Fund Size205.20Cr
    Fund Return0.55%
    Category Return0.53%
    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 AUM8,600.37 Cr
    • Highest Return In 1 Yr308.96 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 318.28
    0.86%
    -0.21%
    Very High Risk
    2,354.76Cr
    ₹ 24.18
    0.71%
    0.49%
    Moderate Risk
    499.09Cr
    Franklin India Equity Hybrid Fund Direct Growth
    Very High Risk
    • NAV₹ 318.28
    • Fund Size2,354.76Cr
    Fund Return0.86%
    Category Return-0.21%
    Franklin India Banking & PSU Debt Fund Direct Growth
    Moderate Risk
    • NAV₹ 24.18
    • Fund Size499.09Cr
    Fund Return0.71%
    Category Return0.49%
    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 AUM44,904.48 Cr
    • Highest Return In 1 Yr7.43 %
    Other Funds
    • table
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    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 1,879.86
    1.07%
    0.67%
    Very High Risk
    19,796.16Cr
    ₹ 318.28
    0.86%
    -0.21%
    Very High Risk
    2,354.76Cr
    ₹ 1,696.38
    0.99%
    -0.27%
    Very High Risk
    6,787.62Cr
    Franklin India Flexi Cap Fund Direct Growth
    Very High Risk
    • NAV₹ 1,879.86
    • Fund Size19,796.16Cr
    Fund Return1.07%
    Category Return0.67%
    Franklin India Equity Hybrid Fund Direct Growth
    Very High Risk
    • NAV₹ 318.28
    • Fund Size2,354.76Cr
    Fund Return0.86%
    Category Return-0.21%
    Franklin India Taxshield Direct Growth
    Very High Risk
    • NAV₹ 1,696.38
    • Fund Size6,787.62Cr
    Fund Return0.99%
    Category Return-0.27%
    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 AUM17,013.24 Cr
    • Highest Return In 1 Yr308.96 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 318.28
    0.86%
    -0.21%
    Very High Risk
    2,354.76Cr
    ₹ 24.18
    0.71%
    0.49%
    Moderate Risk
    499.09Cr
    Franklin India Equity Hybrid Fund Direct Growth
    Very High Risk
    • NAV₹ 318.28
    • Fund Size2,354.76Cr
    Fund Return0.86%
    Category Return-0.21%
    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₹ 24.18
    • Fund Size499.09Cr
    Fund Return0.71%
    Category Return0.49%
    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 AUM98,805.40 Cr
    • Highest Return In 1 Yr23.01 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 1,879.86
    1.07%
    0.67%
    Very High Risk
    19,796.16Cr
    ₹ 217.99
    -0.22%
    -0.26%
    Very High Risk
    3,687.53Cr
    ₹ 126.48
    1.36%
    -0.41%
    Very High Risk
    12,668.75Cr
    Franklin India Flexi Cap Fund Direct Growth
    Very High Risk
    • NAV₹ 1,879.86
    • Fund Size19,796.16Cr
    Fund Return1.07%
    Category Return0.67%
    Franklin India Equity Advantage Fund Direct Growth
    Very High Risk
    • NAV₹ 217.99
    • Fund Size3,687.53Cr
    Fund Return-0.22%
    Category Return-0.26%
    Franklin India Focused Equity Fund Direct Growth
    Very High Risk
    • NAV₹ 126.48
    • Fund Size12,668.75Cr
    Fund Return1.36%
    Category Return-0.41%
    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 AUM25,228.90 Cr
    • Highest Return In 1 Yr23.01 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 126.48
    1.36%
    -0.41%
    Very High Risk
    12,668.75Cr
    --
    ₹ 37.91
    -0.09%
    -%
    Very High Risk
    297.12Cr
    --
    ₹ 585.99
    1.39%
    1.66%
    Very High Risk
    1,950.55Cr
    Franklin India Focused Equity Fund Direct Growth
    Very High Risk
    • NAV₹ 126.48
    • Fund Size12,668.75Cr
    Fund Return1.36%
    Category Return-0.41%
    Franklin Asian Equity Fund Direct Growth
    Very High Risk--
    • NAV₹ 37.91
    • Fund Size297.12Cr
    Fund Return-0.09%
    Category Return--
    Franklin India Technology Fund Direct Growth
    Very High Risk--
    • NAV₹ 585.99
    • Fund Size1,950.55Cr
    Fund Return1.39%
    Category Return1.66%
    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 AUM1,44,181.58 Cr
    • Highest Return In 1 Yr15.90 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 25.80
    0.76%
    0.72%
    Moderate Risk
    2,595.72Cr
    ₹ 112.67
    0.06%
    0.14%
    Moderate Risk
    9,146.09Cr
    --
    ₹ 99.13
    -0.31%
    -0.20%
    Moderate Risk
    1,086.59Cr
    ICICI Prudential Constant Maturity Gilt Direct Growth
    Moderate Risk
    • NAV₹ 25.80
    • Fund Size2,595.72Cr
    Fund Return0.76%
    Category Return0.72%
    ICICI Prudential Gilt Fund Direct Plan Growth
    Moderate Risk
    • NAV₹ 112.67
    • Fund Size9,146.09Cr
    Fund Return0.06%
    Category Return0.14%
    ICICI Prudential Long Term Bond Fund Direct Plan Growth
    Moderate Risk--
    • NAV₹ 99.13
    • Fund Size1,086.59Cr
    Fund Return-0.31%
    Category Return-0.20%
    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 AUM43,518.71 Cr
    • Highest Return In 1 Yr13.59 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    --
    ₹ 12.71
    0.50%
    -%
    Moderate Risk
    1,606.61Cr
    --
    ₹ 13.00
    0.67%
    -%
    Moderate Risk
    893.51Cr
    ₹ 35.13
    0.75%
    0.49%
    Low to Moderate Risk
    9,764.38Cr
    ICICI Prudential Nifty SDL Sep 2027 Index Fund Direct Growth
    Moderate Risk--
    • NAV₹ 12.71
    • Fund Size1,606.61Cr
    Fund Return0.50%
    Category Return--
    ICICI Prudential Nifty G-Sec Dec 2030 Index Fund Direct Growth
    Moderate Risk--
    • NAV₹ 13.00
    • Fund Size893.51Cr
    Fund Return0.67%
    Category Return--
    ICICI Prudential Banking and PSU Debt Fund Direct Plan Growth
    Low to Moderate Risk
    • NAV₹ 35.13
    • Fund Size9,764.38Cr
    Fund Return0.75%
    Category Return0.49%
    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 AUM31,234.61 Cr
    • Highest Return In 1 Yr7.40 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 126.48
    1.36%
    -0.41%
    Very High Risk
    12,668.75Cr
    ₹ 168.32
    0.97%
    0.07%
    Very High Risk
    3,087.99Cr
    ₹ 152.99
    -1.17%
    1.06%
    Very High Risk
    2,416.60Cr
    Franklin India Focused Equity Fund Direct Growth
    Very High Risk
    • NAV₹ 126.48
    • Fund Size12,668.75Cr
    Fund Return1.36%
    Category Return-0.41%
    Franklin Build India Fund Direct Growth
    Very High Risk
    • NAV₹ 168.32
    • Fund Size3,087.99Cr
    Fund Return0.97%
    Category Return0.07%
    Templeton India Equity Income Fund Direct Growth
    Very High Risk
    • NAV₹ 152.99
    • Fund Size2,416.60Cr
    Fund Return-1.17%
    Category Return1.06%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Oct, 2025
    EQUITY (70.99%)
    DEBT (24.78%)
    CASH (4.23%)
    Allocation by Market Cap
    Large Cap(52.48%)
    Mid Cap(5.80%)
    Small Cap(11.92%)
    Industry Holdings
    • -%
    Stock Holdings
    • HDFC Bank Ltd7.11%
    • ICICI Bank Ltd5.26%
    • Larsen & Toubro Ltd3.85%
    • Bharti Airtel Ltd3.39%
    • Reliance Industries Ltd3.03%
    • Axis Bank Ltd2.93%

    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.
      2.49
      This Fund
      VS
      1.35
      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.
      91.74
      This Fund
      VS
      86.92
      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.
      0.97
      This Fund
      VS
      0.80
      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.
      1.62
      This Fund
      VS
      1.32
      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.
      8.89
      This Fund
      VS
      9.99
      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 ₹ 1,20,502.81 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
    aum
    AUM
    1,20,502.81 Cr (
    As on Oct 31, 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 Nov 26, 2025 is ₹318.28
    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 0.86%, 3 months is 3.50%, 6 months is 3.62%, and 1 year is 6.37%
    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 15.39% and 5 years is 16.66%.
    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 70.99% in Equity, 24.78% in Debt and 4.23% in Cash & Money Market Securities