Previously Known As : Franklin India Equity Hybrid Fund
Franklin India Aggressive Hybrid Fund Datagrid
Category Aggressive Hybrid Fund
BMSMONEY Rank 16
Rating
Growth Option 31-07-2026
NAV ₹268.37(R) +0.16% ₹310.31(D) +0.16%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -0.85% 10.11% 9.81% 12.65% 10.45%
Direct 0.25% 11.3% 10.99% 13.83% 11.72%
Benchmark
SIP (XIRR) Regular 1.31% 4.93% 8.97% 11.5% 11.11%
Direct 2.42% 6.1% 10.19% 12.73% 12.32%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.47 0.21 0.53 3.03% 0.05
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
10.45% -12.66% -10.65% 1.06 7.88%
Fund AUM As on: 30/12/2025 2358 Cr
Top Aggressive Hybrid Fund
Fund Name Rank Rating
Bank of India Mid & Small Cap Equity & Debt Fund 1
quant Aggressive Hybrid Fund 2
Bandhan Aggressive Hybrid Fund 3
ICICI Prudential Equity & Debt Fund 4
Kotak Aggressive Hybrid Fund 5
Navi Aggressive Hybrid Fund 6

NAV Date: 31-07-2026

Scheme Name NAV Rupee Change Percent Change
Franklin India Aggressive Hybrid Fund - IDCW 28.29
0.0400
0.1600%
Franklin India Aggressive Hybrid Fund - Direct - IDCW 33.91
0.0500
0.1600%
Franklin India Aggressive Hybrid Fund - Growth Plan 268.37
0.4200
0.1600%
Franklin India Aggressive Hybrid Fund - Direct - Growth 310.31
0.5000
0.1600%

Review Date: 31-07-2026

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 3.03% which is higher than the category average of 2.59%. Here the fund has shown good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.47 which is higher than the category average of 0.44.
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 1.06%, 2.75 and 1.28 in last one, three and six months respectively. In the same period the category average return was 1.73%, 3.85% and 3.85% respectively.
  • Franklin India Aggressive Hybrid Fund has given a return of 0.25% in last one year. In the same period the Aggressive Hybrid Fund category average return was 3.83%.
  • The fund has given a return of 11.3% in last three years and ranked 19.0th out of twenty eight funds in the category. In the same period the Aggressive Hybrid Fund category average return was 12.18%.
  • The fund has given a return of 10.99% in last five years and ranked 15th out of twenty six funds in the category. In the same period the Aggressive Hybrid Fund category average return was 11.71%.
  • The fund has given a return of 11.72% in last ten years and ranked 12th out of nineteen funds in the category. In the same period the category average return was 12.5%.
  • The fund has given a SIP return of 2.42% in last one year whereas category average SIP return is 6.63%. The fund one year return rank in the category is 22nd in 26 funds
  • The fund has SIP return of 6.1% in last three years and ranks 21st in 26 funds. Bank of India Mid & Small Cap Equity & Debt Fund has given the highest SIP return (13.02%) in the category in last three years.
  • The fund has SIP return of 10.19% 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 10.45 and semi deviation of 7.88. The category average standard deviation is 11.8 and semi deviation is 8.78.
  • 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 -13.33.

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 % 0.97
    1.63
    		0.34 | 3.94 24 | 28 Poor
    3M Return % 2.47
    3.55
    		1.58 | 7.27 23 | 28 Poor
    6M Return % 0.73
    3.25
    		-1.83 | 14.14 22 | 28 Poor
    1Y Return % -0.85
    2.61
    		-4.61 | 12.10 25 | 28 Poor
    3Y Return % 10.11
    10.84
    		6.53 | 16.84 20 | 28 Average
    5Y Return % 9.81
    10.39
    		6.64 | 15.93 13 | 26 Good
    7Y Return % 12.65
    13.38
    		10.11 | 21.12 13 | 25 Good
    10Y Return % 10.45
    11.29
    		8.37 | 15.53 12 | 19 Average
    15Y Return % 11.96
    11.89
    		8.91 | 15.27 5 | 14 Good
    1Y SIP Return % 1.31
    5.40
    		-1.74 | 17.90 23 | 28 Poor
    3Y SIP Return % 4.93
    6.86
    		2.97 | 11.56 22 | 28 Poor
    5Y SIP Return % 8.97
    10.01
    		6.97 | 14.88 18 | 26 Average
    7Y SIP Return % 11.50
    12.37
    		9.07 | 18.57 15 | 25 Average
    10Y SIP Return % 11.11
    12.01
    		8.81 | 16.84 12 | 19 Average
    15Y SIP Return % 11.78
    12.20
    		9.07 | 16.15 9 | 14 Average
    Standard Deviation 10.45
    11.80
    		10.45 | 15.95 1 | 28 Very Good
    Semi Deviation 7.88
    8.78
    		7.60 | 11.45 3 | 28 Very Good
    Max Drawdown % -10.65
    -13.33
    		-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
    		3.75 | 9.66 11 | 28 Good
    Sharpe Ratio 0.47
    0.44
    		0.09 | 0.87 13 | 28 Good
    Sterling Ratio 0.53
    0.49
    		0.30 | 0.76 9 | 28 Good
    Sortino Ratio 0.21
    0.21
    		0.05 | 0.41 13 | 28 Good
    Jensen Alpha % 3.03
    2.59
    		-0.84 | 8.79 12 | 28 Good
    Treynor Ratio 0.05
    0.05
    		0.01 | 0.10 13 | 28 Good
    Modigliani Square Measure % 4.38
    4.10
    		0.83 | 8.14 13 | 28 Good
    Alpha % 3.53
    3.39
    		-0.49 | 10.82 12 | 28 Good
    Return data last Updated On : July 31, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 30, 2026
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 1.06 1.73 0.46 | 4.07 24 | 28 Poor
    3M Return % 2.75 3.85 1.99 | 7.79 23 | 28 Poor
    6M Return % 1.28 3.85 -1.53 | 14.86 22 | 28 Poor
    1Y Return % 0.25 3.83 -3.10 | 13.55 25 | 28 Poor
    3Y Return % 11.30 12.18 7.22 | 18.30 19 | 28 Average
    5Y Return % 10.99 11.71 8.37 | 16.59 15 | 26 Average
    7Y Return % 13.83 14.73 11.34 | 22.39 13 | 25 Good
    10Y Return % 11.72 12.50 10.06 | 16.63 12 | 19 Average
    1Y SIP Return % 2.42 6.63 -0.67 | 19.42 22 | 26 Poor
    3Y SIP Return % 6.10 8.23 3.65 | 13.02 21 | 26 Average
    5Y SIP Return % 10.19 11.45 7.69 | 16.28 17 | 24 Average
    7Y SIP Return % 12.73 13.91 10.71 | 19.95 14 | 23 Average
    10Y SIP Return % 12.32 13.38 10.56 | 18.17 11 | 17 Average
    Standard Deviation 10.45 11.80 10.45 | 15.95 1 | 28 Very Good
    Semi Deviation 7.88 8.78 7.60 | 11.45 3 | 28 Very Good
    Max Drawdown % -10.65 -13.33 -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 3.75 | 9.66 11 | 28 Good
    Sharpe Ratio 0.47 0.44 0.09 | 0.87 13 | 28 Good
    Sterling Ratio 0.53 0.49 0.30 | 0.76 9 | 28 Good
    Sortino Ratio 0.21 0.21 0.05 | 0.41 13 | 28 Good
    Jensen Alpha % 3.03 2.59 -0.84 | 8.79 12 | 28 Good
    Treynor Ratio 0.05 0.05 0.01 | 0.10 13 | 28 Good
    Modigliani Square Measure % 4.38 4.10 0.83 | 8.14 13 | 28 Good
    Alpha % 3.53 3.39 -0.49 | 10.82 12 | 28 Good
    Return data last Updated On : July 31, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 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
    31-07-2026 268.3748 310.3105
    30-07-2026 267.9546 309.8153
    29-07-2026 268.1483 310.0301
    28-07-2026 266.6092 308.2414
    27-07-2026 266.8584 308.5203
    24-07-2026 264.5237 305.7938
    23-07-2026 264.7592 306.0568
    22-07-2026 265.8293 307.2848
    21-07-2026 267.8808 309.6469
    20-07-2026 268.0058 309.7821
    17-07-2026 268.6166 310.4604
    16-07-2026 267.8306 309.5427
    15-07-2026 268.2358 310.0017
    14-07-2026 267.2199 308.8185
    13-07-2026 269.1322 311.019
    10-07-2026 269.2182 311.0902
    09-07-2026 267.1668 308.7105
    08-07-2026 265.7613 307.0771
    07-07-2026 269.8412 311.7818
    06-07-2026 270.2455 312.2395
    03-07-2026 268.692 310.4165
    02-07-2026 268.6155 310.3188
    01-07-2026 267.3448 308.8414
    30-06-2026 265.8075 307.0563

    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.