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: 2.05% As on (29-09-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,273.44 Cr As on 30-09-2025(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

275.9946

13.66%

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 8.93
Sharpe Ratio 0.95
Alpha 7.54
Beta 0.15
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 5.48 16.39 14.71 17.27 11.67
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 12.68 17.91 14.09 16.8 12.41
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 10.46 19.43 15.69 18.07 -
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 9.58 20.55 19.14 26.11 16.02
PGIM India Aggressive Hybrid Equity Fund - Growth Option 29-01-2004 7.98 15.22 12.45 13.7 8.96
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 02-07-2015 7.51 16.24 13.94 16.04 12.86
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 6.88 18.4 17.0 19.73 12.84
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 6.87 18.4 16.93 19.67 12.81
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 6.61 18.99 16.67 19.69 -
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 25-11-1999 6.42 18.4 15.58 18.71 13.38

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

11.47%

Others

30.64%

Large Cap

51.76%

Mid Cap

6.16%

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