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: 2.06% As on (31-07-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,256.09 Cr As on 31-07-2025(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

268.7206

13.65%

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 8.98
Sharpe Ratio 1.12
Alpha 8.72
Beta 0.14
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 0.77 15.73 14.75 17.31 11.66
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 6.64 16.23 13.43 15.77 12.34
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 4.89 16.88 15.0 17.56 -
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 4.53 20.29 19.25 24.09 16.1
PGIM India Aggressive Hybrid Equity Fund - Growth Option 29-01-2004 3.91 13.15 12.59 13.72 9.04
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 3.15 15.87 15.41 16.34 12.65
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 2.09 19.0 16.19 15.81 -
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 1.69 18.03 16.49 19.42 -
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 1.53 17.83 17.19 19.13 12.87
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 1.53 17.88 17.27 19.19 12.92

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

11.8%

Others

32.02%

Large Cap

50.21%

Mid Cap

5.96%

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