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 (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,248.32 Cr As on 30-06-2025(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

268.2286

13.67%

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 9.34
Sharpe Ratio 1.34
Alpha 3.45
Beta 0.97
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 3.89 15.6 15.48 18.25 11.08
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 10.12 16.17 13.68 16.57 11.72
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 9.37 16.68 15.07 18.5 -
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 7.94 17.29 15.93 17.55 11.98
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 6.91 19.34 16.73 16.52 -
PGIM India Aggressive Hybrid Equity Fund - Growth Option 29-01-2004 5.93 12.36 13.26 14.26 8.05
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 5.91 19.54 19.42 25.02 15.07
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 5.53 17.83 17.64 20.01 11.78
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 5.52 17.88 17.72 20.07 11.82
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 5.47 18.06 16.8 20.16 -

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

11.55%

Others

32.2%

Large Cap

50.89%

Mid Cap

5.35%

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