FranklIn India Aggressive Hybrid Fund - IDCW
(Erstwhile Franklin India Equity Hybrid Fund - IDCW)
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: 2.24% As on (29-09-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 2,264.39 Cr As on 30-09-2026(Source:AMFI) |
| Turn over: 89.9% | Exit Load: 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: 1.00% - if redeemed on or before 1 year from the date of allotment Nil - if redeemed after 1 year from the date of allotment |
26.6922
0.03 (0.0982%)
11.36%
Benchmark: 11.67%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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 | 9.0 |
| Sharpe Ratio | 1.0 |
| Alpha | 3.14 |
| Beta | 0.75 |
| 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 - IDCW | 10-12-1999 | -6.5 | -2.47 | 7.0 | 4.91 | 7.63 |
Scheme Characteristics
Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
15.63%
Others
29.69%
Large Cap
39.45%
Mid Cap
15.23%
