Home Mf Research Franklin India Aggressive Hybrid Fund Growth Erstwhile Franklin India Equity Hybrid Fund Growth

Franklin India Aggressive Hybrid Fund - Growth (erstwhile Franklin India Equity Hybrid Fund - Growth

-
-
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • SI
Fund info
NAV (as on 2026-01-28)
267.69 0.60%
AUM (Fund Size)
N/A
Expense Ratio
N/A
Exit load
N/A
Risk
N/A
AMC
Franklin Templeton Mutual Fund
View AMC Details

SIP Returns

Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2026-01-21 ₹1,000.00 ₹1,004.72
0.47 %
Two Week 2026-01-13 ₹1,000.00 ₹987.60
-1.24 %
One Month 2025-12-29 ₹1,000.00 ₹980.10
-1.99 %
Three Months 2025-10-30 ₹3,000.00 ₹2,915.88
-2.80 %
Six Months 2025-08-01 ₹6,000.00 ₹5,914.60
-1.42 %
One Year 2025-01-28 ₹12,000.00 ₹12,078.28
0.65 %
Three Year 2023-01-30 ₹36,000.00 ₹41,403.13
15.01 %
Five Year 2021-01-29 ₹60,000.00 ₹79,697.83
32.83 %
Ten Year 2016-02-01 ₹120,000.00 ₹226,325.15
88.60 %
Since Inception 2001-01-01 ₹306,000.00 ₹2,408,296.89
687.03 %

Return Calculator

SIP Amount
1M
6M
1Y
3Y
5Y
Investment
₹0
Maturity Value
₹0
Abs. Returns
0
Current CAGR
0

Portfolio

Allocation of Equity and Debt Asset Classes.

Equity N/A
Debt N/A
Others N/A

Sectors Holding in Franklin India Aggressive Hybrid Fund - Growth (erstwhile Franklin India Equity Hybrid Fund - Growth

Banking
30%
Energy
25%
IT
22%
Consumer Goods
6%
Automobile
5%
Financial Services
3%
Pharmaceuticals
3%
Engineering
2%
Miscellaneous
0%
Telecom - Services
5%
Finance
4%

Companies Holding in Franklin India Aggressive Hybrid Fund - Growth (erstwhile Franklin India Equity Hybrid Fund - Growth

HDFC Bank
19.00%
Reliance Industries
18.50%
Infosys
12.00%
Tata Consultancy Services
10.00%
ICICI Bank
8.00%
Bharat Petroleum
7.50%
Hindustan Unilever
6.00%
Tata Motors
5.00%
State Bank Of India
3.50%
Bajaj Finance
3.00%
Cipla
2.50%
Larsen & Toubro
2.00%
Dr. Reddy's Laboratories
1.50%
Other
%
Bharti Telecom Ltd
5.56%
Bajaj Finance Ltd
2.68%
ICICI Home Finance Co Ltd
2.66%

Risk Ratios

Std. Deviation N/A
Beta N/A
Sharpe Ratio N/A
Lock In Period N/A
Residual Maturity N/A

Standard Deviation:

Standard deviation numbers measure the variability or volatility of a fund's returns over a specific time period (often 3 years).
  • Low standard deviation = Stable, predictable returns → Suitable for conservative investors seeking stability.
  • High standard deviation = High volatility, more risk → Be cautious, suitable for risk-tolerant investors who can handle fluctuations.

Beta:

Beta measures a fund's volatility about the market or a benchmark. A lower beta means the fund's performance is less sensitive to market movements, making it more predictable compared to the market.
  • Low beta = Less sensitive to market changes → Great for investors with less market exposure.
  • High beta = More sensitive to market changes → Better for aggressive investors who seek higher returns but can handle market risks.

Sharpe Ratio:

The Sharpe Ratio measures how much return a fund has made compared to the risk it carries. A higher Sharpe ratio indicates better returns relative to the risk taken, meaning the fund delivers more efficiently.
  • A higher Sharpe ratio indicates better risk-adjusted returns → Look for funds with higher ratios for better return efficiency.
  • Use it to compare different funds' efficiency in generating returns relative to the risk taken.

Lock-In Period:

India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.

Lock-in times for various investment types

  • Most ELSS mutual fund holders hold for 3 years.
  • Tax savings FDs lock in for 5 years.
  • The lock-in period for 8% Government of India bond investment is 6 years.
  • ULIPs must be locked in for 5 years.
  • The average hedge fund holding period is 30-90 days.
  • The average PPF investor holds onto their money for 15 years.

Residual Maturity:

Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.

There are two different types of residual maturity.

  • Short-term residual maturity: This occurs when a security has less than a year left on its maturity.
  • Long-term residual maturity: This occurs when a security has more than a year left on its remaining maturity.

Scheme Details

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio Regular
N/A
Expense Ratio Direct
N/A
Lock-in Period
N/A
Fund Age
N/A
Benchmark
N/A

FAQs

Is a Mutual Fund with a Lower NAV Better?
What Are the Charges in Mutual Fund Investments?
What Are the Tax Benefits of Mutual Funds?
Is It a Good Time to Invest in Mutual Funds?
What Is the Difference Between Dividend and Growth Plans?
Should I Invest in Infrastructure Funds?
What Are Sector-Specific Funds/Schemes?
What Happens If I Miss an SIP Payment?
How Can I Compare Different Mutual Funds?