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 (31-08-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 2,245.11 Cr As on 29-08-2025(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 |
271.3612
0.28 (0.1027%)
13.62%
Benchmark: 12.32%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Hybrid Aggressive TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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 | 9.0 |
| Sharpe Ratio | 0.92 |
| Alpha | 7.35 |
| Beta | 0.13 |
| 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 | 3.13 | 14.79 | 14.94 | 17.69 | 11.46 |
| SBI Equity Hybrid Fund - Regular Plan -Growth | 01-12-1995 | 9.48 | 16.15 | 13.97 | 16.67 | 12.29 |
| Bandhan Aggressive Hybrid Fund-Regular Plan Growth | 05-12-2016 | 6.86 | 17.19 | 15.62 | 17.65 | - |
| ICICI Prudential Equity & Debt Fund - Growth | 05-11-1999 | 6.32 | 19.69 | 19.88 | 26.0 | 15.85 |
| HSBC Aggressive Hybrid Fund - Regular Growth | 01-01-2013 | 5.67 | 16.57 | 16.01 | 15.97 | 11.17 |
| PGIM India Aggressive Hybrid Equity Fund - Growth Option | 29-01-2004 | 5.04 | 13.36 | 12.98 | 13.47 | 8.67 |
| Kotak Aggressive Hybrid Fund - Regular Plan -Growth | 25-11-1999 | 4.65 | 17.17 | 16.09 | 19.15 | 13.17 |
| Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | 19-07-2019 | 3.99 | 17.36 | 17.21 | 19.64 | - |
| HDFC Hybrid Equity Fund - Growth Plan | 01-04-2005 | 3.89 | 11.58 | 13.1 | 17.27 | 12.07 |
| DSP Aggressive Hybrid Fund- Regular Plan - Growth | 26-05-1999 | 3.84 | 15.6 | 16.05 | 17.0 | 12.62 |
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
11.72%
Others
32.13%
Large Cap
50.27%
Mid Cap
5.91%
