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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 2026266.7382
CategoryAggressive Hybrid
PlanRegular · Growth
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₹1,966 Cr
Growth of ₹10,000₹15,1962 Sep 2021 to 2 Sep 2026
₹15,786₹14,089₹12,392₹10,695₹8,999Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹15,196 (+8.7% a year) Franklin India Aggressive Hybrid Fund

Performance (trailing, annualised)

1Y annualised-0.37%
3Y annualised9.37%
5Y annualised8.73%
10Y annualised10.10%

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 ₹1,19,723-0.43%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,81,1713.74%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹7,39,4698.29%

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

Calendar years

Calendar 202123.78%
Calendar 20224.72%
Calendar 202322.54%
Calendar 202417.66%
Calendar 20253.57%

Rolling returns

Rolling 1Y · average1002 windows since 5 Apr 200713.40%
Rolling 1Y · median9.92%
Rolling 1Y · worst window-41.35%
Rolling 1Y · best window69.08%
Rolling 1Y · windows positive83%
Rolling 3Y · average898 windows since 9 Apr 200912.49%
Rolling 3Y · median12.57%
Rolling 3Y · worst window-3.36%
Rolling 3Y · best window25.96%
Rolling 3Y · windows positive99%
Rolling 5Y · average795 windows since 7 Apr 201112.29%
Rolling 5Y · median12.61%
Rolling 5Y · worst window0.64%
Rolling 5Y · best window22.94%
Rolling 5Y · windows positive100%

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

Risk

Volatility (3Y)9.80%
Downside deviation (3Y)7.07%
Maximum drawdown-11.01%

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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