Franklin India Equity Hybrid Fund(G)-Direct Plan
This fund ranks 4th out of 29 funds in its category.
Strengths and Weaknesses
The fund has a strong track record of delivering high risk-adjusted returns.
Limiting losses during market downturns is a key feature of this fund's risk management strategy.
Under debt allocation, the fund has a relatively low modified duration indicating it is less affected by changes in market interest rates, suggesting lower risk for the fund.
Under the debt allocation portfolio, the fund holds high-quality bonds and securities, along with a well-diversified portfolio.
High expense ratio compared to its category average.
Limited ability to outperform the benchmark.
Who should invest?
Individuals in pursuit of a predominantly equity oriented fund with a limited allocation to debt (20% to 35%) for longterm wealth creation may discover this fund as a suitable choice.
Who should avoid?
Conservative investors in search of a less volatile fund should avoid this fund.
This analysis is updated as on March 2025.
The Information in the scoring and ranking model is provided solely for general information and educational purposes and shall not constitute any advice or recommendation. Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance is not an indicator of future returns.
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