FranklIn India Aggressive Hybrid Fund - Growth Plan

(Erstwhile Franklin India Equity Hybrid Fund - Growth Plan)
Fund House: Franklin Templeton Mutual Fund
Category: Hybrid: Aggressive
Launch Date: 10-12-1999
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 - Aggressive Index
TER: 2.09% As on (30-06-2026)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,340.15 Cr As on 30-06-2026(Source:AMFI)
Turn over: 89.9% | Exit Load: In respect of each purchase of Units • Upto 10% of the Units may be redeemed without any exit load within 1 year from the date of allotment. • Any redemption in excess of the above limit shall be subject to the following exit load: o 1.00% - if redeemed on or before 1 year from the date of allotment o Nil - if redeemed after 1 year from the date of allotment

264.5237

13.08%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
AK Hybrid Aggressive TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
5 Years 6 Months
7 Years 9 Months
10 Years 9 Months
16 Years 8 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The investment objective of the scheme is to provide long-term growth of capital and current income by investing in equity and equity related securities and fixed income instruments.

Current Asset Allocation (%)

Indicators

Standard Deviation 10.57
Sharpe Ratio 0.57
Alpha 5.29
Beta 0.34
Yield to Maturity 7.78
Average Maturity 3.15

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
FranklIn India Aggressive Hybrid Fund - Growth Plan 10-12-1999 -3.06 0.85 10.06 9.59 10.37
Quant Aggressive Hybrid Fund - Growth Option - Regular Plan 21-03-2001 11.07 2.92 13.3 12.4 15.46
Bank Of India Mid & Small Cap Equity & DEBT Fund - Regular Plan Growth 05-07-2016 7.91 4.27 17.76 13.73 -
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 4.86 7.59 13.23 11.15 -
Navi Aggressive Hybrid Fund - Regular Plan - Growth 23-04-2018 3.31 4.21 10.05 10.24 -
HSBC Aggressive Hybrid Fund - Regular Growth 01-01-2013 2.87 3.0 12.05 10.27 10.54
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 2.74 6.63 12.18 10.64 11.78
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 2.52 4.59 14.59 16.13 14.9
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 25-11-1999 1.52 3.37 12.09 11.57 12.25
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 02-07-2015 1.1 3.24 10.04 9.64 11.76

Scheme Characteristics

Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

11.36%

Others

30.9%

Large Cap

52.0%

Mid Cap

5.74%

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