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Franklin India Aggressive Hybrid Fund

Aggressive HybridVery HighOPEN-ENDED
Invest Now
NAV as on 6 Nov 2026
₹265.73+0.59%1 day
Return since launch
12.7%
52-week range
₹246.97 — ₹277.52
AUM
₹2,264 Cr

Franklin India Aggressive Hybrid Fund is a Aggressive Hybrid hybrid fund from Franklin Templeton Mutual Fund with ₹2,264 Cr under management, launched in 1999. Over three years it has returned 2.6% a year, against 10.9% for its category. The expense ratio is 2.23% and the SEBI riskometer reading is Very High.

Performance

Returns

How the fund has done against its category and its benchmark.

Trailing returns
PeriodFundvs categoryCategoryBenchmark
1Y0.0%−1.8 pts1.8%5.5%
2Y0.5%−4.3 pts4.9%4.5%
3Y2.6%−8.4 pts10.9%5.2%
5Y7.6%−1.3 pts8.9%8.6%
7Y10.2%−1.5 pts11.7%10.3%
10Y10.4%−0.8 pts11.2%10.2%

Fund against category

1Y
Fund0.0%
Category1.8%
3Y
Fund2.6%
Category10.9%
5Y
Fund7.6%
Category8.9%

Since launch (15 Nov 1999): 12.7%

Calendar-year returns

Category average
Show as a table
Calendar-year returns
PeriodFundvs categoryCategory
20253.6%−3.2 pts6.8%
202417.5%−0.9 pts18.4%
202322.5%−0.4 pts23.0%
20224.7%+1.1 pts3.7%
202123.8%−4.1 pts27.9%
202013.7%−2.2 pts15.9%

Returns over one year are annualised. Shorter periods are absolute.

Costs & terms

Costs and terms

What the fund charges each year, and the rules around putting money in and taking it out.

Costs

2.23%

Expense ratio as on 6 Nov 2026

Charged yearly and already deducted from the NAV.

Base expense
1.72%
Brokerage
0.06%
Transaction charges
0.00%
Statutory levies
0.45%
Exit load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
Lock-in
None

Terms

Min SIP
₹3,000
Min lumpsum
₹5,000
Plan
GROWTH
Fund type
OPEN-ENDED
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
Short-term capital gains
Returns taxed at 20% if you redeem before 1 year
Long-term capital gains
After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%

Risk

Risk

What the riskometer means for this fund, and how its ratios sit against the category.

Very High

Your principal is treated as being at very high risk — typically small cap, sectoral and thematic equity schemes.

Risk ratios
RatioFundCategory avgRead as
Alpha——Return earned above what the benchmark alone would have given. Higher is better.
Beta—1.14How hard the fund moves when the market moves. Under 1 is steadier than the market.
Sharpe0.240.55Return earned for each unit of total risk taken. Higher is better.
Sortino0.320.77Return earned for each unit of downside risk. Higher is better.
Std. deviation10.6713.36How widely monthly returns have varied around their own average. Lower is steadier.
Average of 5 category peers

Portfolio

Franklin India Aggressive Hybrid Fund portfolio

Portfolio as of 30 Sep 2026

Asset allocation

  • Equity70.3%
  • Debt26.9%
  • Other2.8%

Market cap split

  • Large54.4%
  • Mid20.5%
  • Small25.1%
P/E
27.96
P/B
3.87

Top holdings

HoldingSectorWeightValue3M chg6M chg1Y chg
Jubilant Bevco Ltd.Consumer Staples4.96%₹112 Cr+4.74%+5.01%+4.61%
Jubilant Beverages Ltd.Consumer Staples3.03%₹68.66 Cr+2.90%+3.06%+3.29%
HDFC Bank Ltd.Financial2.97%₹67.33 Cr+5.25%+5.21%+7.09%
Bharti Telecom Ltd.Communication2.87%₹65.06 Cr+2.31%+2.44%+2.46%
Axis Bank Ltd.Financial2.87%₹64.98 Cr+3.45%+3.49%+3.09%
ICICI Bank Ltd.Financial2.86%₹64.76 Cr+4.52%+5.02%+5.45%
State Bank of IndiaFinancial2.84%₹64.29 Cr+3.51%+3.21%+1.54%
OthersOthers2.82%₹63.77 Cr+3.24%+0.38%+5.20%
Eternal Ltd.Services2.40%₹54.40 Cr+1.92%+1.80%+2.15%
Mahindra & Mahindra Ltd.Automobile2.35%₹53.10 Cr+2.06%+1.91%+1.51%

Sectors

  • Financial27.0%
  • Consumer Staples10.7%
  • Capital Goods10.5%
  • Others9.1%
  • Services6.6%
  • Automobile6.4%
  • Healthcare6.1%
  • Communication6.1%

Instruments

  • Debenture14.6%
  • State Development Loan6.3%
  • Non Convertible Debenture4.6%
  • Cash/Net Current Assets2.8%
  • Bonds1.1%
  • Certificate of Deposit0.2%
  • GOI Securities0.0%

Recent changes

HoldingFromToWeight
TVS Motor Company Ltd.0.00%1.27%+1.27%
Data Patterns (India) Ltd.0.00%0.95%+0.95%
Maharashtra State0.93%0.06%-0.87%
Hindustan Aeronautics Ltd.0.85%0.00%-0.85%
CESC Ltd.0.73%0.00%-0.73%
Astral Ltd.0.46%1.18%+0.72%
company:49750.50%0.00%-0.50%
PB Fintech Ltd.1.19%0.70%-0.48%
HDFC Bank Ltd.3.41%2.97%-0.44%
Reliance Industries Ltd.2.16%1.73%-0.43%
ICICI Bank Ltd.3.20%2.86%-0.34%
Dr. Reddy's Laboratories Ltd.1.10%1.36%+0.26%
Exide Industries Ltd.0.93%1.18%+0.25%
ZF Commercial Vehicle Control Systems India Ltd.0.75%0.50%-0.25%
SEDEMAC Mechatronics Ltd.1.31%1.55%+0.24%
Jubilant Bevco Ltd.4.73%4.96%+0.24%
Kirloskar Oil Engines Ltd.1.39%1.59%+0.20%
Others2.65%2.82%+0.17%
State Bank of India3.00%2.84%-0.16%
360 One Wam Ltd.0.75%0.91%+0.16%
Mahindra & Mahindra Ltd.2.50%2.35%-0.15%
Infosys Ltd.1.77%1.62%-0.15%
RBL Bank Ltd.1.37%1.51%+0.15%
Jubilant Beverages Ltd.2.89%3.03%+0.14%
Dixon Technologies (India) Ltd.1.13%1.27%+0.14%
Cholamandalam Investment and Finance Company Ltd.1.57%1.43%-0.14%
Suzlon Energy Ltd.1.03%0.90%-0.14%
Emmvee Photovoltaic Power Ltd.0.71%0.84%+0.13%
Poonawalla Fincorp Ltd.2.17%2.28%+0.11%
Pine Labs Ltd.1.11%1.21%+0.10%
Tata Power Company Ltd.1.17%1.27%+0.09%
Amber Enterprises India Ltd.1.03%0.94%-0.09%
Ashok Leyland Ltd.1.37%1.29%-0.08%
Lenskart Solutions Ltd.0.98%1.06%+0.08%
The Phoenix Mills Ltd.1.12%1.20%+0.07%
Larsen & Toubro Ltd.2.12%2.06%-0.06%
Mahindra & Mahindra Financial Services Ltd.1.08%1.13%+0.06%
ICICI Lombard General Insurance Company Ltd.0.96%1.02%+0.06%
Britannia Industries Ltd.1.33%1.39%+0.05%
Bharti Telecom Ltd.1.15%1.20%+0.05%
National Bank For Agriculture & Rural Development1.09%1.14%+0.05%
Lemon Tree Hotels Ltd.0.05%0.00%-0.05%
Asian Paints Ltd.1.01%1.06%+0.05%
Summit Digitel Infrastructure Pvt. Ltd.1.08%1.12%+0.05%
Global Health Ltd.1.29%1.25%-0.05%
Bharat Electronics Ltd.2.09%2.04%-0.05%
Power Finance Corporation Ltd.1.07%1.12%+0.04%
Tata Steel Ltd.1.01%1.06%+0.04%
Axis Bank Ltd.2.91%2.87%-0.04%
Eternal Ltd.2.36%2.40%+0.04%
TBO Tek Ltd.1.11%1.15%+0.04%
Punjab State1.07%1.11%+0.04%
Timken India Ltd.1.02%1.07%+0.04%
Eris Lifesciences Ltd.1.00%0.96%-0.04%
Uttarakhand State1.01%1.05%+0.04%
SBI Funds Management Ltd.1.15%1.19%+0.04%
Metropolis Healthcare Ltd.1.26%1.23%-0.04%
Hyundai Motor India Ltd.0.93%0.97%+0.04%
Embassy Office Parks REIT1.06%1.09%+0.03%
Bharti Airtel Ltd.2.05%2.07%+0.03%
Bihar State0.68%0.70%+0.02%
Aptus Value Housing Finance India Ltd.0.74%0.72%-0.02%
Multi Commodity Exchange Of India Ltd.1.01%1.02%+0.01%
Bajaj Finance Ltd.0.22%0.23%+0.01%
Small Industries Devp. Bank of India Ltd.0.22%0.23%+0.01%
Union Bank of India0.20%0.21%+0.01%
Kerala State0.27%0.28%+0.01%
Interglobe Aviation Ltd.1.35%1.34%-0.01%
Himachal Pradesh State0.18%0.19%+0.01%
Cipla Ltd.1.31%1.31%0.00%
Angel One Ltd.1.01%1.00%0.00%
Marico Ltd.1.30%1.30%0.00%
Ultratech Cement Ltd.1.36%1.35%0.00%
GOI0.01%0.01%0.00%
West Bengal State0.02%0.02%0.00%
Chhattisgarh State0.02%0.02%0.00%
Globsyn Technologies0.00%0.00%0.00%

Compare

Similar funds

The rest of the category, so this fund’s numbers have something to sit against.

FundAUMExpense1Y3Y5Y
Category average₹13,313 Cr2.04%8.5%8.2%12.1%
ICICI Prudential Aggressive Hybrid Fund₹50,706 Cr1.59%3.9%6.7%12.0%
ICICI Prudential Aggressive Hybrid Active FoF₹8,894 Cr1.50%6.7%7.2%12.0%
Bandhan Aggressive Hybrid Fund₹2,663 Cr2.25%12.3%10.7%12.4%
Bank of India Aggressive Hybrid Fund₹2,196 Cr2.24%9.9%8.6%13.4%
Quant Aggressive Hybrid Fund₹2,108 Cr2.60%9.8%7.6%10.5%
See all Aggressive Hybrid funds

About

About this fund

The scheme’s own words, its benchmark and the people running it.

Investment objective

The scheme seeks to achieve long-term capital appreciation with stability of investment and current income from a balanced portfolio of high quality equity and fixed-income securities.

Fund managers

  • Ajay ArgalMr. Argal is a B.Tech from (IIT,Mumbai) & PGDM (IIM,Bangalore).Prior to joining Franklin Templeton Asset Management (India) Pvt. Ltd., he has worked with Baring Asset Management (Asia) Ltd., Aditya Birla Sunlife Mutual Fund and UTI AMC where he handled various aspects of investments function including managing offshore funds, equity funds, balanced funds, equity research & equity dealing.
  • Anuj TagraMr. Anuj Tagra is a graduate of Guru Gobind Singh Indraprastha University and an MBA from Narsee Monjee Institute of Management StudiesPrior to joining Franklin India Mutual Fund, he has worked with ICICI Prudential AMC, Union Bank of India and Fidelity Investments.
  • Chandni GuptaShe holds B.E. degree in IT and CFA degree from CFA Institute, USA.Prior to joining Franklin India Mutual Fund, she has worked with ICICI Prudential Asset Management Company Limited Morgan Stanley Investment Management, HSBC Bank, Standard Chartered Mutual Fund.
  • Rajasa KakulavarapuMs. Kakulavarapu has done B.Tech and MBA.Prior to joining Franklin Templeton Mutual Fund, she has worked with Jefferies India Pvt. Ltd. and Credit Suisse Securities (India) Pvt. Ltd.
Scheme information document

Tools

Return calculator

What ₹10,000 a month in this fund would have grown to over each period, based on its past returns.

₹
Over the pastTotal investmentWould’ve becomeGrowthReturns
6 months−0.30% absolute₹60,000₹59,820−0.30%
1 year−2.83% annualised₹1,20,000₹1,18,176−1.52%
3 years8.88% annualised₹3,60,000₹4,13,82014.95%
5 years7.87% annualised₹6,00,000₹7,37,08722.85%

Returns for 1 year and longer are annualised (CAGR); 6-month figures are absolute. Past returns are not a forecast.

How this is calculated

Each monthly instalment grows at the fund’s annualised return ÷ 12 per month until the end of the period, the same formula as our SIP calculator.

The amount compounds once a year at the fund’s CAGR for that period, the same formula as our lumpsum calculator.

Questions

Frequently asked questions

The things people ask about this scheme.

What is the NAV of Franklin India Aggressive Hybrid Fund?
The NAV of Franklin India Aggressive Hybrid Fund is ₹265.73 as on 6 Nov 2026.
What is the expense ratio of Franklin India Aggressive Hybrid Fund?
The expense ratio of Franklin India Aggressive Hybrid Fund is 2.23% per year.
What is the minimum SIP amount for Franklin India Aggressive Hybrid Fund?
You can start a SIP in Franklin India Aggressive Hybrid Fund with ₹3,000 a month.
What returns has Franklin India Aggressive Hybrid Fund given?
Franklin India Aggressive Hybrid Fund has returned 0.0% over 1 year, 2.6% over 3 years and 7.6% over 5 years (annualised).
Is there a lock-in or exit load on Franklin India Aggressive Hybrid Fund?
Lock-in: None. Exit load: Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year..
How risky is Franklin India Aggressive Hybrid Fund?
Franklin India Aggressive Hybrid Fund is rated Very High on the SEBI riskometer and belongs to the Aggressive Hybrid category.
Which fund house manages Franklin India Aggressive Hybrid Fund?
Franklin India Aggressive Hybrid Fund is managed by Franklin Templeton Mutual Fund, which runs 38 schemes with ₹1,34,155 Cr under management.