Previously Known As : Franklin India Equity Hybrid Fund
Franklin India Aggressive Hybrid Fund Datagrid
Category Aggressive Hybrid Fund
BMSMONEY Rank 17
Rating
Growth Option 16-06-2026
NAV ₹263.65(R) +0.3% ₹304.44(D) +0.31%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -2.55% 11.22% 9.87% 11.92% 10.87%
Direct -1.46% 12.43% 11.04% 13.1% 12.14%
Benchmark
SIP (XIRR) Regular -3.82% 4.52% 8.64% 11.33% 11.0%
Direct -2.75% 5.71% 9.86% 12.57% 12.21%
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: 16-06-2026

Scheme Name NAV Rupee Change Percent Change
Franklin India Equity Hybrid Fund - IDCW 28.14
0.0800
0.3000%
Franklin India Equity Hybrid Fund - Direct - IDCW 33.71
0.1000
0.3100%
Franklin India Equity Hybrid Fund - Growth Plan 263.65
0.7900
0.3000%
Franklin India Equity Hybrid Fund - Direct - Growth 304.44
0.9300
0.3100%

Review Date: 16-06-2026

Beginning of Analysis

Franklin India Aggressive Hybrid Fund is the 13th ranked fund in the Aggressive Hybrid Fund category. 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 2.21%, 3.6 and -3.01 in last one, three and six months respectively. In the same period the category average return was 2.13%, 5.65% and -1.07% respectively.
  • Franklin India Aggressive Hybrid Fund has given a return of -1.46% in last one year. In the same period the Aggressive Hybrid Fund category average return was 1.79%.
  • The fund has given a return of 12.43% in last three years and ranked 17.0th out of twenty eight funds in the category. In the same period the Aggressive Hybrid Fund category average return was 12.99%.
  • The fund has given a return of 11.04% in last five years and ranked 16th out of twenty six funds in the category. In the same period the Aggressive Hybrid Fund category average return was 11.99%.
  • The fund has given a return of 12.14% in last ten years and ranked 11th out of eighteen funds in the category. In the same period the category average return was 12.69%.
  • The fund has given a SIP return of -2.75% in last one year whereas category average SIP return is 1.03%. The fund one year return rank in the category is 24th in 28 funds
  • The fund has SIP return of 5.71% in last three years and ranks 21st in 28 funds. Bank of India Mid & Small Cap Equity & Debt Fund has given the highest SIP return (13.3%) in the category in last three years.
  • The fund has SIP return of 9.86% in last five years whereas category average SIP return is 10.83%.

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 % 2.12
    2.04
    		1.10 | 4.31 12 | 28 Good
    3M Return % 3.32
    5.33
    		1.44 | 13.23 24 | 28 Poor
    6M Return % -3.55
    -1.65
    		-6.67 | 9.87 20 | 28 Average
    1Y Return % -2.55
    0.58
    		-6.88 | 9.40 24 | 28 Poor
    3Y Return % 11.22
    11.64
    		7.21 | 18.75 15 | 28 Average
    5Y Return % 9.87
    10.66
    		7.05 | 16.36 15 | 26 Average
    7Y Return % 11.92
    12.44
    		9.32 | 18.97 13 | 24 Average
    10Y Return % 10.87
    11.48
    		8.65 | 15.58 11 | 18 Average
    15Y Return % 12.00
    11.88
    		8.89 | 15.44 5 | 14 Good
    1Y SIP Return % -3.82
    -0.16
    		-8.22 | 14.24 24 | 28 Poor
    3Y SIP Return % 4.52
    6.11
    		1.92 | 11.83 20 | 28 Average
    5Y SIP Return % 8.64
    9.49
    		6.41 | 14.73 16 | 26 Average
    7Y SIP Return % 11.33
    12.05
    		8.75 | 18.61 13 | 24 Average
    10Y SIP Return % 11.00
    11.59
    		8.68 | 16.75 11 | 18 Average
    15Y SIP Return % 11.83
    12.18
    		8.94 | 16.11 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 : June 16, 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 % 2.21 2.13 1.22 | 4.47 11 | 28 Good
    3M Return % 3.60 5.65 1.60 | 13.61 24 | 28 Poor
    6M Return % -3.01 -1.07 -6.28 | 10.61 20 | 28 Average
    1Y Return % -1.46 1.79 -5.40 | 10.82 24 | 28 Poor
    3Y Return % 12.43 12.99 7.90 | 20.22 17 | 28 Average
    5Y Return % 11.04 11.99 8.79 | 17.02 16 | 26 Average
    7Y Return % 13.10 13.76 10.77 | 20.35 13 | 24 Average
    10Y Return % 12.14 12.69 10.34 | 16.66 11 | 18 Average
    1Y SIP Return % -2.75 1.03 -7.11 | 15.78 24 | 28 Poor
    3Y SIP Return % 5.71 7.42 2.60 | 13.30 21 | 28 Average
    5Y SIP Return % 9.86 10.83 7.13 | 16.13 16 | 26 Average
    7Y SIP Return % 12.57 13.41 10.28 | 19.98 15 | 24 Average
    10Y SIP Return % 12.21 12.82 10.43 | 18.07 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 : June 16, 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
    16-06-2026 263.6519 304.4374
    15-06-2026 262.8572 303.5106
    12-06-2026 260.4443 300.6972
    11-06-2026 256.2804 295.8808
    10-06-2026 257.4029 297.1678
    09-06-2026 258.075 297.9347
    08-06-2026 256.5186 296.129
    05-06-2026 258.3953 298.2685
    04-06-2026 258.3103 298.1613
    03-06-2026 258.1312 297.9456
    02-06-2026 258.36 298.2007
    01-06-2026 258.3819 298.217
    29-05-2026 260.158 300.2397
    27-05-2026 262.3845 302.791
    26-05-2026 261.8838 302.204
    25-05-2026 262.6423 303.0701
    22-05-2026 259.869 299.8427
    21-05-2026 259.3014 299.1788
    20-05-2026 258.9745 298.7927
    19-05-2026 258.4764 298.2092
    18-05-2026 258.1701 297.847

    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.