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

266.4365

13.38%

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 4.51 8.32 13.26 12.46 11.97
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 11.85 12.54 18.17 20.23 16.64
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 11.22 11.49 13.75 12.28 12.67
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 10.36 11.89 14.97 13.62 -
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 02-07-2015 10.14 10.0 13.14 11.96 13.31
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 7.79 11.24 15.74 15.24 -
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 10-02-1995 7.66 9.35 13.76 11.44 11.15
Nippon India Aggressive Hybrid Fund - Growth Plan 05-06-2005 7.31 8.92 14.03 14.25 10.53
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 01-02-1993 6.6 8.77 12.79 11.56 13.04
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 6.56 10.61 15.49 15.45 13.18

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