Franklin India Aggressive Hybrid Fund - IDCW

(Erstwhile Franklin India Equity Hybrid Fund - IDCW)
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 (31-10-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,354.76 Cr As on 31-10-2025(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

29.6536

12.1%

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
6 Years 0 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
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 1.0
Alpha 3.14
Beta 0.75
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 - IDCW 10-12-1999 6.5 14.3 13.82 11.64 9.62
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 14.97 16.5 14.34 15.12 12.43
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 14.2 19.32 19.42 24.37 16.15
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 12.22 17.5 15.89 16.62 -
quant Aggressive Hybrid Fund - Growth Option - Regular Plan 21-03-2001 10.87 15.09 11.94 20.8 15.87
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 02-07-2015 10.2 14.59 13.73 14.55 12.93
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 9.61 16.54 16.92 18.01 12.96
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 9.61 16.54 16.98 18.07 12.99
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 9.58 17.64 16.66 18.44 -
PGIM India Aggressive Hybrid Equity Fund - Growth Option 29-01-2004 8.97 12.9 12.36 12.2 9.21

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

11.91%

Others

29.81%

Large Cap

52.5%

Mid Cap

5.8%

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