Previously Known As : Franklin India Equity Hybrid Fund
Franklin India Aggressive Hybrid Fund Datagrid
Category Aggressive Hybrid Fund
BMSMONEY Rank 17
Rating
Growth Option 27-04-2026
NAV ₹264.54(R) +0.55% ₹305.0(D) +0.56%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 0.83% 13.46% 11.63% 11.88% 11.05%
Direct 1.95% 14.71% 12.81% 13.06% 12.34%
Benchmark
SIP (XIRR) Regular -2.61% 6.14% 9.58% 11.46% 11.18%
Direct -1.52% 7.34% 10.8% 12.68% 12.4%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.5 0.22 0.54 2.13% -0.43
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
10.16% -12.66% -10.65% 1.04 7.86%
Fund AUM As on: 30/12/2025 2358 Cr
Top Aggressive Hybrid Fund
Fund Name Rank Rating
Icici Prudential Equity & Debt Fund 1
Bank of India Mid & Small Cap Equity & Debt Fund 2
Bandhan Aggressive Hybrid Fund 3
UTI Aggressive Hybrid Fund 4
Sbi Equity Hybrid Fund 5
Edelweiss Aggressive Hybrid Fund 6

NAV Date: 27-04-2026

Scheme Name NAV Rupee Change Percent Change
Franklin India Equity Hybrid Fund - IDCW 28.4
0.1600
0.5500%
Franklin India Equity Hybrid Fund - Direct - IDCW 33.99
0.1900
0.5600%
Franklin India Equity Hybrid Fund - Growth Plan 264.54
1.4500
0.5500%
Franklin India Equity Hybrid Fund - Direct - Growth 305.0
1.7000
0.5600%

Review Date: 27-04-2026

Beginning of Analysis

In the Aggressive Hybrid Fund category, Franklin India Aggressive Hybrid Fund is the 13th ranked fund. The category has total 28 funds. The Franklin India Aggressive Hybrid Fund has shown an average past performence in Aggressive Hybrid Fund. The fund has a Jensen Alpha of 2.13% which is higher than the category average of 1.94%. Here the fund has shown good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.5 which is higher than the category average of 0.46.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Aggressive Hybrid Mutual Funds

Franklin India Aggressive Hybrid Fund Return Analysis

  • The fund has given a return of 5.55%, -0.31 and -3.84 in last one, three and six months respectively. In the same period the category average return was 6.58%, 0.9% and -2.47% respectively.
  • Franklin India Aggressive Hybrid Fund has given a return of 1.95% in last one year. In the same period the Aggressive Hybrid Fund category average return was 4.73%.
  • The fund has given a return of 14.71% in last three years and ranked 16.0th out of twenty eight funds in the category. In the same period the Aggressive Hybrid Fund category average return was 14.92%.
  • The fund has given a return of 12.81% in last five years and ranked 14th out of twenty six funds in the category. In the same period the Aggressive Hybrid Fund category average return was 13.5%.
  • The fund has given a return of 12.34% in last ten years and ranked 11th out of eighteen funds in the category. In the same period the category average return was 12.89%.
  • The fund has given a SIP return of -1.52% in last one year whereas category average SIP return is 1.42%. The fund one year return rank in the category is 18th in 28 funds
  • The fund has SIP return of 7.34% in last three years and ranks 18th in 28 funds. Bank of India Mid & Small Cap Equity & Debt Fund has given the highest SIP return (14.67%) in the category in last three years.
  • The fund has SIP return of 10.8% in last five years whereas category average SIP return is 11.45%.

Franklin India Aggressive Hybrid Fund Risk Analysis

  • The fund has a standard deviation of 10.16 and semi deviation of 7.86. The category average standard deviation is 11.29 and semi deviation is 8.73.
  • The fund has a Value at Risk (VaR) of -12.66 and a maximum drawdown of -10.65. The category average VaR is -16.33 and the maximum drawdown is -13.35.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.


  • Very Good Performance in Aggressive Hybrid Fund Category
  • Good Performance in Aggressive Hybrid Fund Category
  • Poor Performance in Aggressive Hybrid Fund Category
  • Very Poor Performance in Aggressive Hybrid Fund Category

    • Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

    Data Source: www.amfiindia.com

    SEBI Categorization


    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 5.45
    6.47
    		4.38 | 11.86 19 | 28 Average
    3M Return % -0.59
    0.60
    		-4.57 | 10.37 19 | 28 Average
    6M Return % -4.38
    -3.05
    		-8.66 | 6.12 18 | 28 Average
    1Y Return % 0.83
    3.50
    		-3.61 | 13.71 22 | 28 Poor
    3Y Return % 13.46
    13.54
    		8.96 | 20.63 13 | 28 Good
    5Y Return % 11.63
    12.15
    		8.23 | 18.64 13 | 26 Good
    7Y Return % 11.88
    12.20
    		9.14 | 18.15 13 | 24 Average
    10Y Return % 11.05
    11.68
    		8.71 | 15.76 11 | 18 Average
    15Y Return % 11.81
    11.57
    		8.55 | 15.31 5 | 14 Good
    1Y SIP Return % -2.61
    0.22
    		-10.06 | 15.39 20 | 28 Average
    3Y SIP Return % 6.14
    7.16
    		2.96 | 13.20 19 | 28 Average
    5Y SIP Return % 9.58
    10.11
    		7.20 | 15.55 15 | 26 Average
    7Y SIP Return % 11.46
    11.91
    		8.61 | 18.43 12 | 24 Good
    10Y SIP Return % 11.18
    11.63
    		8.52 | 16.23 11 | 18 Average
    15Y SIP Return % 12.01
    12.29
    		9.18 | 16.01 9 | 14 Average
    Standard Deviation 10.16
    11.29
    		9.82 | 14.78 3 | 28 Very Good
    Semi Deviation 7.86
    8.73
    		7.58 | 11.16 3 | 28 Very Good
    Max Drawdown % -10.65
    -13.35
    		-18.90 | -9.66 3 | 28 Very Good
    VaR 1 Y % -12.66
    -16.33
    		-26.04 | -11.06 3 | 28 Very Good
    Average Drawdown % -6.36
    -6.31
    		-9.66 | -3.75 18 | 28 Average
    Sharpe Ratio 0.50
    0.46
    		0.14 | 0.94 11 | 28 Good
    Sterling Ratio 0.54
    0.49
    		0.32 | 0.78 9 | 28 Good
    Sortino Ratio 0.22
    0.21
    		0.08 | 0.43 11 | 28 Good
    Jensen Alpha % 2.13
    1.95
    		-1.73 | 7.13 13 | 28 Good
    Treynor Ratio -0.43
    -0.39
    		-0.44 | -0.35 26 | 28 Poor
    Modigliani Square Measure % 10.65
    10.21
    		7.17 | 14.85 11 | 28 Good
    Alpha % 2.65
    2.01
    		-1.29 | 7.38 9 | 28 Good
    Return data last Updated On : April 27, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 30, 2026
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 5.55 6.58 4.44 | 12.01 19 | 28 Average
    3M Return % -0.31 0.90 -4.20 | 10.74 19 | 28 Average
    6M Return % -3.84 -2.47 -7.95 | 6.84 18 | 28 Average
    1Y Return % 1.95 4.73 -2.08 | 15.25 23 | 28 Poor
    3Y Return % 14.71 14.92 9.67 | 22.09 16 | 28 Average
    5Y Return % 12.81 13.50 9.99 | 19.31 14 | 26 Good
    7Y Return % 13.06 13.52 10.59 | 19.55 13 | 24 Average
    10Y Return % 12.34 12.89 10.41 | 16.74 11 | 18 Average
    1Y SIP Return % -1.52 1.42 -8.62 | 16.93 18 | 28 Average
    3Y SIP Return % 7.34 8.49 3.65 | 14.67 18 | 28 Average
    5Y SIP Return % 10.80 11.45 7.97 | 16.94 16 | 26 Average
    7Y SIP Return % 12.68 13.25 10.19 | 19.78 12 | 24 Good
    10Y SIP Return % 12.40 12.86 10.27 | 17.53 11 | 18 Average
    Standard Deviation 10.16 11.29 9.82 | 14.78 3 | 28 Very Good
    Semi Deviation 7.86 8.73 7.58 | 11.16 3 | 28 Very Good
    Max Drawdown % -10.65 -13.35 -18.90 | -9.66 3 | 28 Very Good
    VaR 1 Y % -12.66 -16.33 -26.04 | -11.06 3 | 28 Very Good
    Average Drawdown % -6.36 -6.31 -9.66 | -3.75 18 | 28 Average
    Sharpe Ratio 0.50 0.46 0.14 | 0.94 11 | 28 Good
    Sterling Ratio 0.54 0.49 0.32 | 0.78 9 | 28 Good
    Sortino Ratio 0.22 0.21 0.08 | 0.43 11 | 28 Good
    Jensen Alpha % 2.13 1.95 -1.73 | 7.13 13 | 28 Good
    Treynor Ratio -0.43 -0.39 -0.44 | -0.35 26 | 28 Poor
    Modigliani Square Measure % 10.65 10.21 7.17 | 14.85 11 | 28 Good
    Alpha % 2.65 2.01 -1.29 | 7.38 9 | 28 Good
    Return data last Updated On : April 27, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 30, 2026
    KPIs: Key Performance Indicators

    Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


    Date Franklin India Aggressive Hybrid Fund NAV Regular Growth Franklin India Aggressive Hybrid Fund NAV Direct Growth
    27-04-2026 264.5372 305.0019
    24-04-2026 263.0863 303.302
    23-04-2026 265.0631 305.5719
    22-04-2026 266.5435 307.2694
    21-04-2026 267.7834 308.6896
    20-04-2026 266.1939 306.8481
    17-04-2026 265.9712 306.5641
    16-04-2026 264.7563 305.1547
    15-04-2026 264.2927 304.6112
    13-04-2026 260.6313 300.3734
    10-04-2026 261.9939 301.9168
    09-04-2026 259.4266 298.9494
    08-04-2026 260.8513 300.5822
    07-04-2026 253.1522 291.7019
    06-04-2026 252.1245 290.5089
    02-04-2026 249.7589 287.749
    01-04-2026 249.6393 287.6026
    30-03-2026 246.9698 284.5098
    27-03-2026 250.8546 288.9579

    Fund Launch Date: 10/Dec/1999
    Fund Category: Aggressive Hybrid Fund
    Investment Objective: The investment objective of Franklin India Balanced Fund is to provide long-term growth of capital and current income by investing in equity and equity related securities and fixed income instruments.
    Fund Description: An open ended hybrid scheme investing predominantly in equity and equity related instruments
    Fund Benchmark: CRISIL Hybrid 35+65 - Aggressive Index
    Source: Fund FactSheet

    Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.