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Franklin India Aggressive Hybrid Fund - Growth Plan
★★★★★ monitor_heart Health Score: 69/100 · GoodFranklin Templeton Mutual Fund · Hybrid · Aggressive Hybrid
₹264.52
AUM: ₹2,289 Cr
NAV updated 16 days ago
Plan
Direct
Option
Growth
Risk
High
Expense Ratio
1.07%
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
Fund Manager
Sachin Padwal-Desai, Umesh Sharma, Lakshmikanth Reddy
Inception
Jan 2013
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
Sharpe Ratio
-0.76
Std Dev (1Y)
10.09%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+3.62%
3m
+3.27%
6m
-1.13%
1y
-1.36%
3y
+12.29%
5y
+11.24%
10y
+11.95%
since inception
+11.63%
rate_review TopFund's Take on Franklin India Aggressive Hybrid Fund - Growth Plan
Franklin India Aggressive Hybrid Fund - Growth Plan holds up reasonably well within the Aggressive Hybrid category, currently carrying a 3-star rating. It has delivered steady, if unspectacular, returns over a full market cycle. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 69/100.
Cost: At 1.07%, the expense ratio is roughly in line with the Aggressive Hybrid category average of 1.01% — cost isn't a standout factor either way for this fund.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.76 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 10.09% is on the lower side, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors who want a single fund blending equity growth with debt-driven stability. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
donut_small Sector Allocation
pie_chart Asset Allocation
info Fund Snapshot
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tips_and_updates Tools & Guides for This Fund
Frequently Asked Questions about Franklin India Aggressive Hybrid Fund - Growth Plan
The current NAV (Net Asset Value) of Franklin India Aggressive Hybrid Fund - Growth Plan is ₹264.52. NAV is updated every business day after market close by AMFI.
1Y: -1.36% · 3Y CAGR: 12.29% · 5Y CAGR: 11.24%
The expense ratio is 1.07% per annum — the annual fee deducted from your investment to cover fund management costs.
Franklin India Aggressive Hybrid Fund - Growth Plan is managed by Sachin Padwal-Desai, Umesh Sharma, Lakshmikanth Reddy at Franklin Templeton Mutual Fund.
Franklin India Aggressive Hybrid Fund - Growth Plan is a High risk fund. Suitable for investors with a 3+ year horizon.
Franklin India Aggressive Hybrid Fund - Growth Plan is a Aggressive Hybrid fund. SIP suitability depends on your investment goal and risk profile.
The Assets Under Management (AUM) of Franklin India Aggressive Hybrid Fund - Growth Plan is ₹2,290 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.