Previously Known As : Franklin India Equity Hybrid Fund
Franklin India Aggressive Hybrid Fund Datagrid
Category Aggressive Hybrid Fund
BMSMONEY Rank 16
Rating
Growth Option 28-10-2026
NAV ₹252.42(R) +0.22% ₹292.64(D) +0.22%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -8.76% 7.7% 7.13% 11.15% 9.55%
Direct -7.74% 8.86% 8.27% 12.33% 10.79%
Benchmark
SIP (XIRR) Regular -9.15% -0.57% 5.09% 8.71% 9.44%
Direct -8.13% 0.56% 6.3% 9.95% 10.66%
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: 28-10-2026

Scheme Name NAV Rupee Change Percent Change
Franklin India Aggressive Hybrid Fund - IDCW 26.11
-0.1100
-0.4300%
Franklin India Aggressive Hybrid Fund - Direct - IDCW 31.33
-0.1500
-0.4700%
Franklin India Aggressive Hybrid Fund - Growth Plan 252.42
0.5600
0.2200%
Franklin India Aggressive Hybrid Fund - Direct - Growth 292.64
0.6600
0.2200%

Review Date: 28-10-2026

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 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 -2.55%, -5.06 and -3.56 in last one, three and six months respectively. In the same period the category average return was -1.75%, -3.57% and -1.32% respectively.
  • Franklin India Aggressive Hybrid Fund has given a return of -7.74% in last one year. In the same period the Aggressive Hybrid Fund category average return was -3.97%.
  • The fund has given a return of 8.86% in last three years and ranked 23.0rd out of twenty eight funds in the category. In the same period the Aggressive Hybrid Fund category average return was 10.46%.
  • The fund has given a return of 8.27% 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 9.16%.
  • The fund has given a return of 10.79% in last ten years and ranked 12th out of nineteen funds in the category. In the same period the category average return was 11.56%.
  • The fund has given a SIP return of -8.13% in last one year whereas category average SIP return is -3.73%. The fund one year return rank in the category is 25th in 27 funds
  • The fund has SIP return of 0.56% in last three years and ranks 25th in 27 funds. Bank of India Mid & Small Cap Equity & Debt Fund has given the highest SIP return (8.98%) in the category in last three years.
  • The fund has SIP return of 6.3% in last five years whereas category average SIP return is 7.84%.

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 % -2.64
    -1.85
    		-4.09 | -0.76 23 | 29 Average
    3M Return % -5.32
    -3.85
    		-6.30 | -0.90 26 | 29 Poor
    6M Return % -4.09
    -1.89
    		-5.33 | 3.99 27 | 28 Poor
    1Y Return % -8.76
    -5.09
    		-10.10 | 6.71 25 | 28 Poor
    3Y Return % 7.70
    9.14
    		5.31 | 14.28 22 | 28 Poor
    5Y Return % 7.13
    7.87
    		4.49 | 12.41 15 | 26 Average
    7Y Return % 11.15
    11.89
    		8.41 | 19.48 13 | 25 Good
    10Y Return % 9.55
    10.36
    		7.44 | 14.52 12 | 19 Average
    15Y Return % 11.62
    11.79
    		9.01 | 15.15 6 | 14 Good
    1Y SIP Return % -9.15
    -4.82
    		-11.61 | 6.44 26 | 28 Poor
    3Y SIP Return % -0.57
    1.89
    		-1.60 | 7.53 26 | 28 Poor
    5Y SIP Return % 5.09
    6.50
    		3.38 | 12.24 20 | 26 Average
    7Y SIP Return % 8.71
    9.84
    		6.63 | 16.34 16 | 25 Average
    10Y SIP Return % 9.44
    10.50
    		7.28 | 15.46 12 | 19 Average
    15Y SIP Return % 10.57
    11.13
    		8.50 | 14.87 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 : Oct. 28, 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 % -2.55 -1.75 -3.96 | -0.64 23 | 29 Average
    3M Return % -5.06 -3.57 -5.99 | -0.63 26 | 29 Poor
    6M Return % -3.56 -1.32 -4.66 | 4.98 27 | 28 Poor
    1Y Return % -7.74 -3.97 -9.54 | 8.17 25 | 28 Poor
    3Y Return % 8.86 10.46 5.99 | 15.75 23 | 28 Poor
    5Y Return % 8.27 9.16 5.84 | 13.72 16 | 26 Average
    7Y Return % 12.33 13.22 10.14 | 20.77 13 | 25 Good
    10Y Return % 10.79 11.56 9.13 | 15.65 12 | 19 Average
    1Y SIP Return % -8.13 -3.73 -10.34 | 7.91 25 | 27 Poor
    3Y SIP Return % 0.56 3.11 -0.95 | 8.98 25 | 27 Poor
    5Y SIP Return % 6.30 7.84 4.07 | 13.68 18 | 25 Average
    7Y SIP Return % 9.95 11.26 8.45 | 17.75 15 | 24 Average
    10Y SIP Return % 10.66 11.74 9.04 | 16.71 11 | 18 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 : Oct. 28, 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
    28-10-2026 252.4164 292.6429
    27-10-2026 251.8575 291.986
    26-10-2026 250.6549 290.5829
    23-10-2026 249.2674 288.9476
    22-10-2026 251.3363 291.3369
    21-10-2026 252.3224 292.4709
    19-10-2026 254.2422 294.6781
    16-10-2026 256.411 297.1643
    15-10-2026 256.1595 296.8637
    14-10-2026 255.2051 295.7485
    13-10-2026 255.9552 296.6086
    12-10-2026 254.6019 295.0313
    09-10-2026 254.8983 295.3474
    08-10-2026 252.9708 293.105
    07-10-2026 256.6779 297.3912
    06-10-2026 258.0111 298.9266
    05-10-2026 256.4062 297.058
    01-10-2026 255.9057 296.4416
    30-09-2026 258.086 298.9581
    29-09-2026 258.4921 299.4193
    28-09-2026 259.2606 300.3002

    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.