OmniAsset
Get app

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 202633.5106
CategoryAggressive Hybrid
PlanDirect · Idcw
Launched10 Dec 1999
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1CRISIL Hybrid 35+65 - Aggressive Index
Expense ratiodirect plan, a year1.15%
AUM₹11.0 Cr
Growth of ₹10,000₹11,3022 Sep 2021 to 2 Sep 2026
₹12,638₹11,587₹10,537₹9,486₹8,436Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹11,302 (+2.5% a year) Franklin India Aggressive Hybrid Fund

Performance (trailing, annualised)

1Y annualised-1.88%
3Y annualised3.81%
5Y annualised2.48%
10Y annualised3.72%

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 ₹1,17,689-3.54%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,52,001-1.45%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹6,31,1862.00%

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

Calendar years

Calendar 202117.45%
Calendar 2022-1.65%
Calendar 202313.50%
Calendar 20249.92%
Calendar 2025-3.73%

Rolling returns

Rolling 1Y · average653 windows since 7 Jan 20146.85%
Rolling 1Y · median3.33%
Rolling 1Y · worst window-26.60%
Rolling 1Y · best window56.64%
Rolling 1Y · windows positive61%
Rolling 3Y · average551 windows since 4 Jan 20165.58%
Rolling 3Y · median6.39%
Rolling 3Y · worst window-9.53%
Rolling 3Y · best window17.30%
Rolling 3Y · windows positive86%
Rolling 5Y · average448 windows since 3 Jan 20185.16%
Rolling 5Y · median5.08%
Rolling 5Y · worst window-6.26%
Rolling 5Y · best window15.47%
Rolling 5Y · windows positive91%

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

Risk

Volatility (3Y)11.81%
Downside deviation (3Y)9.67%
Maximum drawdown-15.39%

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.

Research this fund and compare it — on your device.

Get OmniAsset on Google Play The mutual fund tracker