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: 2.18% As on (30-04-2026)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,305.63 Cr As on 30-04-2026(Source:AMFI)
Turn over: 89.9% | 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

27.7646

11.59%

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 -3.36 2.79 11.26 6.48 8.55
quant Aggressive Hybrid Fund - Growth Option - Regular Plan 21-03-2001 11.1 5.74 15.35 14.2 15.81
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 05-07-2016 6.5 7.53 19.79 16.45 -
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 5.93 10.71 14.16 11.95 -
HSBC Aggressive Hybrid Fund - Regular Growth 01-01-2013 5.44 5.53 13.61 10.87 11.06
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 4.51 9.15 13.54 11.22 12.21
Navi Aggressive Hybrid Fund - Regular Plan - Growth 23-04-2018 4.42 6.3 11.25 10.51 -
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 25-11-1999 3.13 6.55 13.33 12.0 12.65
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 02-07-2015 2.5 6.32 11.63 10.38 12.17
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 2.04 6.79 16.18 16.61 15.51

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

10.69%

Others

29.95%

Large Cap

53.01%

Mid Cap

6.35%

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