Skip to main content
  • Home
  • Scheme Overview

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: 2.18% As on (30-04-2026)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,163.53 Cr As on (31-03-2026)
Turn over: 89.9
NAV (₹): 28.1248 ₹ -0.36 ( -1.2701%)
as on 11-05-2026
CAGR Since Inception - 11.65%
CRISIL Hybrid 35+65 - Aggressive Index - 11.92%

Fund Managers

Rajasa Kakulavarapu, Ajay Argal, Chandni Gupta, Anuj Tagra, Sandeep Manam


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.

PERFORMANCE of Franklin India Aggressive Hybrid Fund - IDCW

Scheme Performance (%) Data as on - 11-05-2026

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Franklin India Aggressive Hybrid Fund - IDCW 0.15 11.78 7.17 8.85 11.65
Benchmark - - - - -
Hybrid: Aggressive 4.87 12.86 11.66 11.76 12.28

RETURNS CALCULATOR for Franklin India Aggressive Hybrid Fund - IDCW

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

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 0.15 4.25 11.78 7.17 8.85
Bank of India Mid & Small Cap Equity & Debt Reg Gr 05-07-2016 16.93 9.75 20.25 17.15 0.0
quant Aggressive Hybrid Fund Gr Reg Plan 21-03-2001 13.81 5.76 14.51 13.46 15.75
HSBC Aggressive Hybrid Fund Reg Gr 01-01-2013 11.81 7.69 14.26 11.27 11.19
Bandhan Aggr Hyb Fund Reg Gr 05-12-2016 11.3 11.26 14.81 12.84 0.0
Kotak Aggressive Hybrid Fund Reg Gr 25-11-1999 9.59 9.11 14.25 12.95 13.01
Navi Aggressive Hybrid Reg Gr 23-04-2018 9.17 7.83 11.97 11.03 0.0
Mirae Asset Aggressive Hybrid Reg Gr 02-07-2015 7.21 8.14 12.41 11.14 12.55
ICICI Pru Equity & Debt Gr 05-11-1999 6.45 8.3 16.95 17.05 15.89
SBI Equity Hybrid Reg Gr 01-12-1995 6.42 9.44 13.62 11.63 12.28

Asset Allocation (%)

PORTFOLIO ANALYSIS of Franklin India Aggressive Hybrid Fund - IDCW

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)