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: 2.04% As on (31-12-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,379.64 Cr As on 31-12-2025(Source:AMFI)
Turn over: 30.22% | 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

266.1049

13.37%

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 8.71
Sharpe Ratio 0.93
Alpha 1.98
Beta 1.0
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 5.92 8.59 14.07 13.09 11.84
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 13.18 12.0 15.47 14.18 -
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 13.12 12.61 18.6 20.95 16.47
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 11.78 11.55 14.29 12.85 12.46
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 02-07-2015 11.75 10.36 13.93 12.72 13.1
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 9.18 11.52 16.6 15.8 -
Nippon India Aggressive Hybrid Fund - Growth Plan 05-06-2005 9.09 9.42 14.72 14.93 10.32
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 10-02-1995 9.07 9.66 14.45 12.12 10.95
Union Aggressive Hybrid Fund - Regular Plan - Growth Option 18-12-2020 8.74 7.93 12.95 12.04 -
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 01-02-1993 8.49 9.11 13.48 12.12 12.72

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

9.96%

Others

29.78%

Large Cap

52.91%

Mid Cap

7.35%

Scheme Documents

There are no scheme documents available

Feedback
Notification