87.9424
128.9696
1
1 Lakh
Investment Grown to₹ 10000
Monthly SIP Grown toSuitability:
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
Aggressive hybrid funds invest 65-80 per cent of your money in equity shares and the rest in bonds. Their returns are slightly lower than those of pure equity funds which invest all your money in shares, but they also fall relatively less when the stock markets decline. This makes them suitable for conservative equity investors or first-time equity investors who are not used to sharp ups and downs.
Like for all equity-linked investments, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other aggressive hybrid fund, if you need to redeem your investment in less than five years.
Taxability of earnings:
Capital gains
Dividends
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| YTD | 1-Day | 1-W | 1-M | 3-M | 6-M | 1-Y | 3-Y | 5-Y | 7-Y | 10-Y | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 31.82 | -2.37 | -3.22 | -4.23 | 4.93 | 11.26 | 39.31 | 14.94 | 12.53 | 10.60 | -- |
| VR Balanced TRI | 20.19 | -2.54 | -3.62 | -5.85 | 2.48 | 11.43 | 28.09 | 16.61 | 15.44 | 11.10 | -- |
| Hybrid: Aggressive Hybrid | 25.27 | -2.10 | -2.79 | -3.19 | 4.08 | 12.69 | 33.38 | 16.91 | 14.28 | 11.89 | -- |
| Rank within category | 5 | 41 | 38 | 39 | 13 | 29 | 6 | 29 | 25 | 19 | -- |
| Number of funds in category | 48 | 49 | 49 | 49 | 49 | 49 | 47 | 40 | 31 | 26 | 0 |
As on 26-Nov-2021
| Fund name | Rating | Launch Date | 1-Year Return | 3-Year Return | 5-Year Return | Expense Ratio | Assets (Cr) |
|---|---|---|---|---|---|---|---|
| Franklin India Life Stage FoF - Direct Plan | Invest Online Now | |
Jan-13 | 39.31 | 14.94 | 12.53 | 0.95% | 12 |
| SBI Equity Hybrid Fund - Direct Plan | Invest Online |  |
Jan-13 | 29.89 | 17.97 | 15.17 | 0.88% | 48,043 |
| ICICI Prudential Equity & Debt Fund - Direct Plan | Invest Now | |
Jan-13 | 53.64 | 19.94 | 16.59 | 1.27% | 18,740 |
| DSP Equity & Bond Fund - Direct Plan | Invest Online | |
Jan-13 | 29.88 | 19.69 | 15.30 | 0.81% | 7,559 |
| Canara Robeco Equity Hybrid Fund - Direct Plan | Invest Online |  |
Jan-13 | 27.30 | 19.03 | 16.37 | 0.68% | 6,901 |
| Best Performance | Worst Performance | |||
|---|---|---|---|---|
| Return (%) | Period | Return (%) | Period | |
| Week | 10.10 | 29-Jan-2021 - 05-Feb-2021 | -14.01 | 16-Mar-2020 - 23-Mar-2020 |
| Month | 14.58 | 24-Mar-2020 - 23-Apr-2020 | -29.44 | 20-Feb-2020 - 23-Mar-2020 |
| Quarter | 27.30 | 15-Oct-2020 - 14-Jan-2021 | -28.88 | 23-Dec-2019 - 23-Mar-2020 |
| Year | 71.12 | 23-Mar-2020 - 23-Mar-2021 | -28.11 | 22-Mar-2019 - 23-Mar-2020 |
| Mean | Std Dev | Sharpe | Sortino | Beta | Alpha | |
|---|---|---|---|---|---|---|
| Fund | 17.14 | 17.83 | 0.74 | 0.77 | 0.92 | -0.55 |
| VR Balanced TRI | 18.85 | 17.75 | 0.84 | 0.97 | -- | -- |
| Hybrid: Aggressive Hybrid | 18.36 | 16.69 | 0.88 | 0.92 | 0.89 | 1.14 |
| Rank within category | 29 | 34 | 36 | 35 | 31 | 32 |
| Number of funds in category | 41 | 41 | 41 | 41 | 41 | 41 |
The Risk Measures have been calculated using calendar month returns for the last three years.
As on 31-Oct-2021
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| Company | Instrument | Credit Rating | 1Y Range | % Assets | |
|---|---|---|---|---|---|
|
Franklin India Corporate Debt Direct-G | Mutual Fund | -- | 15.15 - 19.89 | 19.21 |
|
Franklin India Dynamic Accrual Direct Plan-Gr | Mutual Fund | -- | 0.49 - 4.07 | 0.75 |
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Franklin India Dynamic Accrual Fund - Segregated Portfolio 2 Direct-G | Mutual Fund | -- | 0.00 - 0.00 | 0.00 |
|
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Franklin India Dynamic Accrual Fund - Seg Portfolio 3 Direct-G | Mutual Fund | -- | 0.00 - 0.00 | 0.00 |
Indicates an increase or decrease or no change in holding since last portfolio
Indicates a new holding since last portfolio
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| Company | Sector | P/E | 3Y High | 3Y Low | % Assets | |
|---|---|---|---|---|---|---|
|
|
Franklin India Bluechip Direct Fund-Gr | Financial | -- | 49.37 | ||
|
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Franklin India Prima Fund - Di | Financial | -- | 14.64 | ||
|
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Templeton India Value Direct-G | Financial | -- | 14.54 |
Indicates an increase or decrease or no change in holding since last portfolio
Indicates a new holding since last portfolio
As on 31-Oct-2021
— Paul Parampreet since 01-Mar-2018
Education: Mr. Parampreet is PGDM from IIM Calcutta and B.Tech from IIT Kharagpur.
Experience: Prior to joining Franklin Templeton Mutual Fund he has worked with Edelweiss AMC, Edelweiss Securities Ltd., SDG India Pvt. Ltd., ICICI Bank and with BG India Pvt. Ltd.
Funds Managed:
The scheme seeks to generate superior risk adjusted returns to investors in line with their chosen asset allocation. The scheme will invest in a combination of equity and income funds of Franklin Templeton Mutual Fund. The debt and equity allocation will be automatically rebalanced every 6 months to revert to the steady state levels.
| Minimum Investment (₹) | 5,000 |
| Minimum Addl Investment (₹) | 1,000 |
| Minimum SIP Investment (₹) | 500 |
| Minimum No of Cheques | 12 |
| Minimum Withdrawal (₹) | 1,000 |
| Minimum Balance (₹) | 1,000 |
| Lock-in Period | Not Applicable |
| Exit Load | 1% for redemption within 365 days |
| Fund House: | Franklin Templeton Mutual Fund |
| Launch Date: | 01-Jan-2013 |
| Return Since Launch: | 12.75% |
| Benchmark: | S&P BSE Sensex TRI (65), CRISIL Composite Bond Index (20), NIFTY 500 TRI (15) |
| Riskometer: | Very High |
| Type: | Open-ended |
| Assets: | ₹ 12 Cr (As on 31-Oct-2021) |
| Expense: | 0.95% (As on 31-Oct-2021) |
| Risk Grade: | Above Average |
| Return Grade: | Below Average |
| Turnover: | -- |
| Plan | Record Date | Dividend (₹ / Unit) | |||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| IDCW | 22-Oct-2021 | 3.0000 | |||||||||||||||||||||||||||||||||
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AMC: Franklin Templeton Asset Management India Private Ltd
Address: Indiabulls Finance Center, Tower 2, 12th and 13th Floor, Senapati Bapat Marg, Elphinstone Road (West) Mumbai - 400013
Phone: 1800-425-4255 / 60004255
Email: [email protected]
Website: http://www.franklintempletonindia.com
Registrar & Transfer Agent: Computer Age Management Services Ltd.
Address: 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, Chennai - 600002
Phone: 1800-3010-6767 / 1800-419-7676
Fax: 044-30407101
Email: [email protected]
Website: www.camsonline.com
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