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OmniAsset › Mutual funds › Franklin India Aggressive Hybrid Fund

Franklin India Aggressive Hybrid Fund

Aggressive Hybrid fund benchmarked to CRISIL Hybrid 35+65 - Aggressive Index. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202627.9485
CategoryAggressive Hybrid
PlanRegular · Idcw
Launched10 Dec 1999
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1CRISIL Hybrid 35+65 - Aggressive Index
Expense ratiodirect plan, a year2.23%
AUM₹126 Cr
Growth of ₹10,000₹10,7322 Sep 2021 to 2 Sep 2026
₹12,221₹11,235₹10,249₹9,263₹8,278Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹10,732 (+1.4% a year) Franklin India Aggressive Hybrid Fund

Performance (trailing, annualised)

1Y annualised-2.77%
3Y annualised2.92%
5Y annualised1.42%
10Y annualised2.24%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,17,189-4.30%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,47,256-2.33%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹6,16,6081.08%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202115.34%
Calendar 2022-3.67%
Calendar 202312.92%
Calendar 20249.13%
Calendar 2025-4.68%

Rolling returns

Rolling 1Y · average989 windows since 6 Jul 20072.82%
Rolling 1Y · median0.20%
Rolling 1Y · worst window-48.51%
Rolling 1Y · best window54.00%
Rolling 1Y · windows positive50%
Rolling 3Y · average886 windows since 7 Jul 20092.06%
Rolling 3Y · median3.49%
Rolling 3Y · worst window-11.13%
Rolling 3Y · best window16.49%
Rolling 3Y · windows positive62%
Rolling 5Y · average782 windows since 11 Jul 20111.87%
Rolling 5Y · median2.26%
Rolling 5Y · worst window-9.84%
Rolling 5Y · best window13.90%
Rolling 5Y · windows positive72%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)11.72%
Downside deviation (3Y)9.58%
Maximum drawdown-16.69%

Management

Fund managerEquity: Rajasa Kakulavarapu, Ajay Argal Debt: Chandni Gupta, Anuj Tagra, Sandeep Manam (dedicated for making investments for Foreign Securities for Equity portfolio)
Managing since3 Sep 2026

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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