Franklin India Aggressive Hybrid Fund - IDCW
(Erstwhile Franklin India Equity Hybrid Fund - IDCW )
Category: Hybrid: Aggressive
Launch Date: 10-12-1999
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
Expense Ratio: 2.06% As on ( 30-06-2025)
Status: Open Ended Schemes
Minimum Topup: 1000.0
Total Assets: 2,248.32 Cr As on ( 30-06-2025)
Turn over: 30.22
NAV as on 01-08-2025
28.7925
-0.27 ( -0.9405% )
CAGR Since Inception
12.12%
CRISIL Hybrid 35+65 Aggressive Index 12.22%
Performance of Franklin India Aggressive Hybrid Fund - IDCW
Fund Managers

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

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.

Returns Calculator for Franklin India Aggressive Hybrid Fund - IDCW
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Franklin India Aggressive Hybrid Fund - IDCW 9.0 1.0 3.14 0.75 7.78 3.15
Hybrid: Aggressive - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Franklin India Aggressive Hybrid Fund IDCW 10-12-1999 0.73 14.74 14.92 14.32 8.94
SBI Equity Hybrid Reg Gr 01-12-1995 6.64 15.66 13.65 16.49 11.8
Bandhan Aggr Hyb Fund Reg Gr 05-12-2016 6.2 16.13 15.01 18.69 0.0
DSP Aggressive Hybrid Fund Reg Gr 26-05-1999 4.85 16.75 15.84 17.6 12.08
PGIM India Aggr Hybrid Equity Fund Gr 29-01-2004 4.51 11.76 12.9 14.33 8.06
Invesco India Aggressive Hybrid Reg Gr 15-06-2018 3.44 18.6 16.7 16.59 0.0
ICICI Pru Equity & Debt Gr 05-11-1999 2.85 18.77 19.3 25.07 15.12
HDFC Hybrid Equity Gr 01-04-2005 2.41 11.67 13.66 18.23 11.89
Edelweiss Aggr Hybrid Plan B Gr 16-06-2009 1.89 17.13 17.69 20.09 12.02
Edelweiss Aggr Hybrid Reg Gr 12-08-2009 1.88 17.08 17.6 20.02 11.97

Asset Allocation (%)

PORTFOLIO ANALYSIS of Franklin India Aggressive Hybrid Fund - IDCW

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)

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