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 2026-09-11)
₹265.15 -0.11%
AUM (Fund Size)
2363.59 Cr
Expense Ratio
N/A
Exit load
Exit load of 1,000.00% if redeemed within 365 days.
Risk
Very High
AMC
Franklin Templeton Mutual Fund
View AMC Details

SIP Returns

Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2026-09-04 ₹1,000.00 ₹991.53
-0.85 %
Two Week 2026-08-27 ₹1,000.00 ₹984.94
-1.51 %
One Month 2026-08-12 ₹1,000.00 ₹978.16
-2.18 %
Three Months 2026-06-15 ₹3,000.00 ₹2,975.94
-0.80 %
Six Months 2026-03-16 ₹6,000.00 ₹6,042.03
0.70 %
One Year 2025-09-11 ₹12,000.00 ₹11,899.43
-0.84 %
Three Year 2023-09-12 ₹36,000.00 ₹37,919.86
5.33 %
Five Year 2021-09-13 ₹60,000.00 ₹73,435.54
22.39 %
Ten Year 2016-09-14 ₹120,000.00 ₹210,028.00
75.02 %
Since Inception 2005-10-26 ₹255,000.00 ₹997,288.49
291.09 %

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

Banks
15.76%
CRISIL AAA
10.95%
SOVEREIGN
8.41%
CRISIL AA
7.59%
IT - Software
4.13%
Consumer Durables
3.12%
Automobiles
3.04%
Auto Components
2.94%
Retailing
2.89%
Petroleum Products
2.63%
Aerospace & Defense
2.62%
Other
2.61%
Capital Markets
2.4%
Pharmaceuticals & Biotechnology
2.37%
Healthcare Services
2.36%
Telecom - Services
2.23%
Finance
2.23%
Power
2.23%
Construction
2.07%
Financial Technology (Fintech)
1.96%
Industrial Products
1.45%
Cement & Cement Products
1.41%
Electrical Equipment
1.4%
Agricultural Food & Other Products
1.38%
Food Products
1.38%
Transport Services
1.33%
IND AAA
1.3%
Agricultural, Commercial & Construction Vehicles
1.09%
Ferrous Metals
1.04%
Insurance
1%
Realty
0.96%
Diversified FMCG
0.8%
Leisure Services
0.62%
ICRA A1+
0.2%
Transport Infrastructure
0.1%
Commercial Services & Supplies
0%

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

HDFC Bank Ltd
4.748%
State Bank Of India
3.4774%
ICICI Bank Ltd
3.4616%
Axis Bank Ltd
3.1211%
Reliance Industries Ltd
2.6282%
Mahindra & Mahindra Ltd
2.2574%
Bharti Airtel Ltd
2.2276%
Eternal Ltd
2.1754%
Infosys Ltd
2.0803%
Larsen & Toubro Ltd
2.0664%
HCL Technologies Ltd
2.0515%
Cholamandalam Investment And Finance Co Ltd
1.5653%
Kirloskar Oil Engines Ltd
1.4466%
Ultratech Cement Ltd
1.4101%
Marico Ltd
1.3813%
Bharat Electronics Ltd
1.3784%
Britannia Industries Ltd
1.375%
Cipla Ltd
1.3712%
Interglobe Aviation Ltd
1.3345%
NTPC Ltd
1.2488%
Hindustan Aeronautics Ltd
1.2385%
Global Health Ltd
1.2301%
Sbi Funds Management Ltd
1.1715%
Metropolis Healthcare Ltd
1.1336%
Ashok Leyland Ltd
1.0898%
Dixon Technologies (India) Ltd
1.0699%
Asian Paints Ltd
1.0461%
Tata Steel Ltd
1.0433%
PB Fintech Ltd
1.0164%
Amber Enterprises India Ltd
1.0073%
ICICI Lombard General Insurance Co Ltd
0.9961%
Suzlon Energy Ltd
0.9953%
Eris Lifesciences Ltd
0.9953%
CESC Ltd
0.9807%
Phoenix Mills Ltd
0.9612%
RBL Bank Ltd
0.9532%
Exide Industries Ltd
0.9515%
Pine Labs Ltd
0.9407%
Hindustan Unilever Ltd
0.8001%
Maruti Suzuki India Ltd
0.7829%
Motherson Sumi Wiring India Ltd
0.7388%
360 One Wam Ltd
0.7205%
ZF Commercial Vehicle Control Systems India Ltd
0.7161%
Lenskart Solutions Ltd
0.7126%
Aptus Value Housing Finance India Ltd
0.6631%
Lemon Tree Hotels Ltd
0.624%
Ask Automotive Ltd
0.534%
Angel One Ltd
0.5042%
Emmvee Photovoltaic Power Ltd
0.4063%
JSW Infrastructure Ltd
0.0972%
Data Patterns India Ltd
0.0032%
Globsyn Technologies Ltd
0%
0.00% Jubilant Bevco Ltd (31-May-2028)
4.7034%
0.00% Jubilant Beverages Ltd (31-May-2028)
2.8829%
7.65% Poonawalla Fincorp Ltd (21-Apr-2027)
2.1548%
8.65% Bharti Telecom Ltd (05-Nov-2027)
1.5852%
8.75% Bharti Telecom Ltd (05-Nov-2029)
1.1438%
6.07% National Bank For Agriculture & Rural Development (19-Nov-2027)
1.085%
6.92% Power Finance Corporation Ltd (14-Apr-2032)
1.0828%
7.87% Summit Digitel Infrastructure Ltd (15-Mar-2030)
1.0761%
7.38% Mahindra & Mahindra Financial Services Ltd (18-May-2029) $
1.0753%
7.98% Bajaj Finance Ltd (31-Jul-2029)
1.0618%
7.21% Embassy Office Parks Reit (17-Mar-2028)
1.0585%
0.00% REC Ltd (03-Nov-2034)
0.4972%
7.82% Bajaj Finance Ltd (31-Jan-2034)
0.2188%
7.68% Small Industries Development Bank Of India (10-Aug-2027)
0.2177%
Union Bank Of India (12-Mar-2027)
0.203%
Government Of Punjab
1.6981%
7.30% Uttarkahand SDL (01-Oct-2032)
1.5219%
7.62% Punjab SDL (28-Jan-2033)
1.0717%
7.64% Uttarakhand SDL (24-DEC-2032)
1.0198%
Government Of Maharashtra
0.933%
7.48% Punjab SDL (14-Jan-2031)
0.8589%
7.65% Bihar SDL (24-DEC-2033)
0.6783%
Government Of Himachal Pradesh
0.2917%
Government Of Kerala
0.2698%
7.32% Chhattisgarh SDL (05-Mar-2037)
0.0225%
7.32% West Bengal SDL (05-Mar-2038)
0.0214%
6.90% GOI 2065 (15-Apr-2065)
0.0143%
7.38% GOI 2027 (20-Jun-2027)
0.0086%
Call, Cash & Other Assets
2.6139%

Risk Ratios

Std. Deviation N/A
Beta N/A
Sharpe Ratio N/A
Lock In Period N/A
Residual Maturity 3.64 Years

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.

Risk-O-Meter

Investors understand that their principal will be at
Very High

Scheme 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.

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
CRISIL Hybrid 35+65 - Aggressive Index
Fund managers
Rajasa Kakulavarapu
18 Years Experience
Ajay Argal
30 Years Experience
Chandni Gupta
19 Years Experience
Anuj Tagra
21 Years Experience
Sandeep Manam
16 Years Experience

Exit Load

Exit load of 1,000.00% if redeemed within 365 days .

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?