Franklin India Equity Hybrid Fund
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4–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation10.2%
Sharpe Ratio0.08
Beta0.96
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
HDFC Bank LtdFinancial Services7.36%
ICICI Bank LtdFinancial Services5.95%
Larsen & Toubro LtdCapital Goods3.47%
Call, Cash & Other AssetsUtilities3.43%
Axis Bank LtdFinancial Services3.00%
Bharti Airtel LtdServices3.00%
Infosys LtdTechnology2.93%
Reliance Industries LtdEnergy & Infra2.79%
Bharti Telecom LimitedUtilities2.45%
Bajaj Finance LimitedUtilities2.40%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.07%
Regulatory & Tax Information
INF090I01833
ISINDailyDealing Frequency
CRISIL Hybrid 35+65 - Agg TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)