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
Sector Allocation
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 | - | - | - | - | - | - |