Franklin India Aggressive Hybrid Fund - Growth Plan
Category: Hybrid: Aggressive
Launch Date: 10-12-1999
Riskometer: Very High
Asset Class
Mixed Asset
Status
Open Ended Schemes
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.
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
Expense Ratio
2.05% As on (31-08-2025)
Minimum Investment | Top up
5000.0 | 1000.0
Total Assets
2,245.11 Cr As on (29-08-2025)
Nav Movement
RETURNS CALCULATOR for Franklin India Aggressive Hybrid Fund - Growth Plan
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 - Growth Plan
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Franklin India Aggressive Hybrid Fund - Growth Plan | 9.0 | 0.92 | 7.35 | 0.13 | 7.78 | 3.15 |
| Hybrid: Aggressive | - | - | - | - | - | - |
Sectors
| Sector | Holdings (%) |
|---|---|
| Financial Services | 20.95 |
| Consumer Services | 5.59 |
| Automobile and Auto Components | 5.23 |
| Information Technology | 4.99 |
| Healthcare | 4.89 |
| Oil, Gas & Consumable Fuels | 4.14 |
| Telecommunication | 3.6 |
| Construction | 3.37 |
| Fast Moving Consumer Goods | 3.2 |
| Power | 2.33 |
Portfolio Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 7.01 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 5.34 |
| 0.00% Jubilant Bevco Ltd (31-May-2028) | 4.64 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 3.37 |
| 0.00% Jubilant Beverages Ltd (31-May-2028) | 3.31 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 2.97 |
| INFOSYS LIMITED EQ FV RS 5 | 2.88 |
| RELIANCE INDUSTRIES LIMITED EQ | 2.78 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 2.7 |
| 6.90% GOI 2065 (15-Apr-2065) | 2.66 |