Franklin India Aggressive Hybrid Fund - Growth Plan

Fund House: Franklin Templeton Mutual Fund

Category: Hybrid: Aggressive

Status: Open Ended Schemes

Launch Date: 10-12-1999

Minimum Investment: 5000.0

Asset Class: Mixed Asset

Minimum Topup: 1000.0

Benchmark: CRISIL Hybrid 35+65 Aggressive Index

Total Assets: 2248.32 As on (30-06-2025)

Expense Ratio: 2.06% As on (30-06-2025)

Turn over: 81.00% | 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

NAV as on 25-07-2025

271.0479

-1.8311

CAGR Since Inception

13.73%

CRISIL Hybrid 35+65 Aggressive Index 12.22%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Franklin India Aggressive Hybrid Fund - Growth Plan 4.11 16.82 18.49 11.3 13.73
Benchmark - - - - -
Hybrid: Aggressive 3.47 16.14 18.09 11.47 13.11

Funds Manager

Equity: Rajasa Kakulavarapu & Ajay Argal Debt: Chandni Gupta & Anuj Tagra , Sandeep Manam (dedicated for making investments for Foreign Securities for Equity portfolio)

RETURNS CALCULATORS for Franklin India Aggressive Hybrid Fund - Growth Plan

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of Franklin India Aggressive Hybrid Fund - Growth Plan

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of Franklin India Aggressive Hybrid Fund - Growth Plan

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Franklin India Aggressive Hybrid Fund Gr Plan 10-12-1999 4.11 16.69 16.82 18.49 11.3
SBI Equity Hybrid Reg Gr 01-12-1995 9.95 16.73 15.25 16.76 12.07
Bandhan Aggr Hyb Fund Reg Gr 05-12-2016 9.22 16.98 16.35 19.1 0.0
DSP Aggressive Hybrid Fund Reg Gr 26-05-1999 7.77 17.41 17.59 17.83 12.27
PGIM India Aggr Hybrid Equity Fund Gr 29-01-2004 7.07 12.65 14.29 14.58 8.26
Invesco India Aggressive Hybrid Reg Gr 15-06-2018 6.4 19.55 17.93 16.71 0.0
ICICI Pru Equity & Debt Gr 05-11-1999 5.82 20.4 20.7 25.05 15.3
Edelweiss Aggr Hybrid Plan B Gr 16-06-2009 5.1 18.16 19.06 20.2 12.26
Edelweiss Aggr Hybrid Reg Gr 12-08-2009 5.09 18.12 18.97 20.14 12.21
Axis Aggressive Hybrid Reg Gr 05-08-2018 4.59 12.88 12.08 14.06 0.0

Asset Allocation (%)

Key Performance and Risk Statistics of Franklin India Aggressive Hybrid Fund - Growth Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Franklin India Aggressive Hybrid Fund - Growth Plan 9.0 1.34 3.45 0.97 7.78 3.15
Hybrid: Aggressive - - - - - -