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(Formerly known as Franklin India Balanced Fund)
Introduction to the Fund
The Franklin India Equity Hybrid Fund (earlier known as Franklin India Balanced Fund) is an open-ended mutual fund scheme that invests in a mix of equities and fixed income instruments like debts and bonds.
As the name implies, the Franklin India Equity Hybrid Fund invests in both equities and fixed income instruments like debt bonds, providing investors the best of both worlds. The fund invests around 65 – 80% of its assets in equities and 20 – 35% of the assets in debt instruments. It helps investors achieve the right balance between capital appreciation and stability.
One of the biggest benefits of hybrid funds like the Franklin India Equity Hybrid Fund is that helps investors enjoy the benefits of a diversified portfolio. The equity investments help in wealth generation while the fixed income investments act as a cushion, providing stability. The right mix of equities and debts, help to reduce the inherent volatility of equities, while also providing capital appreciation.
Franklin India Equity Hybrid Fund
The fund house that manages the Franklin India Equity Hybrid Fund is Franklin Templeton India. This is the Indian subsidiary of the global conglomerate Franklin Templeton. Franklin Templeton was started in 1947 and the group’s major focus is on investments across the world. Since then the company has grown to become one of the biggest investment houses in the world.
Today, the company employs more than 600 investment professionals and has a strong presence across 25 countries all over the world. It’s one of the largest and most visible securities global investment company.
Franklin Templeton India has been in the country for over two decades. The Indian wing of Franklin Templeton was established in 1996, as Templeton Asset Management India Private Limited. The mutual fund schemes were started way back in September 1996 and since then has grown at a steady pace over the years and today has over hundreds of thousands of individual investors in India.
Fund Information at a Glance
Other units that are redeemed within one year of allotment will incur the following exit loads:
1.00% if redeemed on or before one year from the date of allotment
Nil – if redeemed after one year from the date of allotment
NAV (Net Asset Value) in INR
As on 9/8/2019
CRISIL Hybrid 35+65
An investor can get the following tax benefits by investing in this fund from Franklin India:
Note that: capital gains before 31st January 2018 are exempted from the LTCG tax for units acquired before 31st January 2018 and redeemed on or after 1st April 2018. The DDT is calculated by the fund house after grossing the income distributed to the investor.
This indicates the risk level of the Franklin India Equity Hybrid Fund. The risk level is
Moderately High (which means, that the principal is at moderately high risk)
*If you are unsure if this fund is right for you, make sure to consult your financial advisor, before investing in it.
This fund is ideal for investors who are:
Top 10 Holdings of the Franklin India Equity Hybrid Fund (as on 31/7/2019)
Portfolio Composition of the Franklin India Equity Hybrid Fund (as of 30/6/2019)
Sector Wise Breakdown of Equity Holdings of the Franklin India Equity Hybrid Fund (as of 31/7/2019)
*Note that portfolio holdings are subject to change.
The Franklin India Equity Hybrid fund invests in various types of instruments according to SEBI regulations. Here are some of the different types of investment products it invests in:
The securities mentioned above may be listed, unlisted, privately placed, publicly offered, rated, unrated, secured or unsecured. These investment instruments can be obtained via IPOs (initial public offerings), private placements, and secondary market operations or negotiated deals. The fund manager and team can enter into repurchase or reverse repurchase obligations for all securities held by it, as long as it meets the transaction guidelines and regulations stipulated by the SEBI.
*However note that past performance is not an accurate predictor of future performance.
The Franklin India Equity Hybrid Fund offers the following choice of plans:
*For the sake of clarity of investors, the growth plan is referred to as regular growth plan and the dividend plan is referred to as regular dividend plan.
Let’s take a closer look at each of these plans:
In this plan, the returns from the scheme are made available to investors in the form of capital appreciation. There is no dividend distributed/declared under this plan. Instead, the growth in NAV (Net Asset Value) is included directly in the value of the investment.
In this plan, the returns from the scheme are distributed among investors in the form of dividends. The trustee/AMC may approve the distribution of dividends. It’s subject to their discretion.
Investors have two options:
1. Reinvest the distributed dividend into the plan (dividend reinvestment)
2. Receive cash payouts for distributed dividends (dividend payout)
The following entities can purchase scheme units under this plan:
1. What is the ideal investment horizon for investors investing in this fund?
While you can invest in this fund for short durations, it’s highly recommended that you stay invested in this fund for five years or more, to get the maximum returns.
2. What is the minimum investment value of this fund?
Initially, investors have to invest a minimum of Rs. 5000 to get started in this fund. Additional investments hereafter can be minimum Rs. 1000 or increasing in multiples of Rs. 1 over Rs. 1000.
3. What is the investment strategy of the Franklin India Equity Hybrid Fund?
The fund follows a mix of growth and value style of investing. The fund chooses a bottom-up approach for stock picking and picks companies from across various sectors. The equity portion of the fund invests in a well-diversified curated portfolio of handpicked stocks. The debt portion of the scheme invests in stable fixed-income instruments.
4. Does the fund offer guaranteed returns?
No. Just like all other mutual fund investments, there are no guaranteed returns, and the fund value is dependent on market conditions.
5. How to apply for the Franklin India Equity Hybrid Fund?
Investors who want to purchase units of this scheme have to complete the application form (which is available online on Franklin India’s site) and submit the filled-in form to the nearest collection centre or investor service centre. You have to provide the required KYC documents while submitting the application form.
If you already have completed KYC with Franklin India, you can purchase units of this scheme directly from the website, or by using the Franklin India mobile app.
*Disclaimer: Mutual fund investments are subject to market risks. Make sure to read the scheme document carefully and make the right investments. If you have any further doubts, get in touch with Franklin India’s customer support wing by dialling – 1800 425 4255, 8.a.m to 9.p.m on all days, except Sundays.
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