Franklin India Equity Hybrid Fund Datagrid
Category Aggressive Hybrid Fund
BMSMONEY Rank 18
Rating
Growth Option 12-02-2026
NAV ₹274.21(R) -0.31% ₹315.44(D) -0.31%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 8.9% 14.99% 12.21% 13.41% 12.58%
Direct 10.12% 16.25% 13.4% 14.6% 13.89%
Benchmark
SIP (XIRR) Regular 5.84% 10.49% 11.82% 13.54% 12.44%
Direct 7.03% 11.74% 13.05% 14.77% 13.65%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.93 0.46 0.72 1.75% 0.08
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
8.7% -10.88% -9.81% 1.05 6.36%
Fund AUM As on: 30/12/2025 2358 Cr
Top Aggressive Hybrid Fund
Fund Name Rank Rating
Icici Prudential Equity & Debt Fund 1
Mahindra Manulife Aggressive Hybrid Fund 2
Sbi Equity Hybrid Fund 3
Bandhan Hybrid Equity Fund 4
UTI Aggressive Hybrid Fund 5
Dsp Equity & Bond Fund 6

NAV Date: 12-02-2026

Scheme Name NAV Rupee Change Percent Change
Franklin India Equity Hybrid Fund - IDCW 29.44
-0.0900
-0.3100%
Franklin India Equity Hybrid Fund - Direct - IDCW 35.15
-0.1100
-0.3100%
Franklin India Equity Hybrid Fund - Growth Plan 274.21
-0.8600
-0.3100%
Franklin India Equity Hybrid Fund - Direct - Growth 315.44
-0.9800
-0.3100%

Review Date: 12-02-2026

Beginning of Analysis

Franklin India Equity Hybrid Fund is the 13th ranked fund in the Aggressive Hybrid Fund category. The category has total 28 funds. The Franklin India Equity Hybrid Fund has shown an average past performence in Aggressive Hybrid Fund. The fund has a Jensen Alpha of 1.75% which is higher than the category average of 0.73%. Here the fund has shown good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.93 which is higher than the category average of 0.84.
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 Equity Hybrid Fund Return Analysis

  • The fund has given a return of 1.03%, -0.28 and 3.31 in last one, three and six months respectively. In the same period the category average return was 0.92%, -0.04% and 4.28% respectively.
  • Franklin India Equity Hybrid Fund has given a return of 10.12% in last one year. In the same period the Aggressive Hybrid Fund category average return was 12.28%.
  • The fund has given a return of 16.25% in last three years and ranked 15.0th out of 28 funds in the category. In the same period the Aggressive Hybrid Fund category average return was 16.25%.
  • The fund has given a return of 13.4% in last five years and ranked 12th out of 26 funds in the category. In the same period the Aggressive Hybrid Fund category average return was 14.08%.
  • The fund has given a return of 13.89% in last ten years and ranked 12th out of 17 funds in the category. In the same period the category average return was 14.6%.
  • The fund has given a SIP return of 7.03% in last one year whereas category average SIP return is 8.5%. The fund one year return rank in the category is 23rd in 28 funds
  • The fund has SIP return of 11.74% in last three years and ranks 17th in 28 funds. Icici Prudential Equity & Debt Fund has given the highest SIP return (16.0%) in the category in last three years.
  • The fund has SIP return of 13.05% in last five years whereas category average SIP return is 13.32%.

Franklin India Equity Hybrid Fund Risk Analysis

  • The fund has a standard deviation of 8.7 and semi deviation of 6.36. The category average standard deviation is 9.79 and semi deviation is 7.17.
  • The fund has a Value at Risk (VaR) of -10.88 and a maximum drawdown of -9.81. The category average VaR is -12.01 and the maximum drawdown is -12.77.

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 % 0.94
    0.82
    		-1.53 | 2.78 13 | 28 Good
    3M Return % -0.57
    -0.34
    		-2.91 | 1.53 20 | 28 Average
    6M Return % 2.73
    3.66
    		-0.70 | 6.36 22 | 28 Poor
    1Y Return % 8.90
    10.95
    		4.93 | 17.28 23 | 28 Poor
    3Y Return % 14.99
    14.86
    		11.35 | 19.63 13 | 28 Good
    5Y Return % 12.21
    12.73
    		9.15 | 19.60 11 | 26 Good
    7Y Return % 13.41
    13.61
    		10.31 | 19.12 13 | 24 Average
    10Y Return % 12.58
    13.40
    		10.65 | 17.45 12 | 17 Average
    15Y Return % 12.46
    12.18
    		8.95 | 16.06 5 | 14 Good
    1Y SIP Return % 5.84
    7.20
    		-12.78 | 14.11 23 | 28 Poor
    3Y SIP Return % 10.49
    10.79
    		6.14 | 15.30 14 | 28 Good
    5Y SIP Return % 11.82
    11.96
    		8.13 | 17.26 13 | 26 Good
    7Y SIP Return % 13.54
    13.69
    		9.95 | 19.46 11 | 24 Good
    10Y SIP Return % 12.44
    12.94
    		9.86 | 17.38 11 | 17 Average
    15Y SIP Return % 12.72
    12.90
    		9.65 | 16.64 9 | 14 Average
    Standard Deviation 8.70
    9.79
    		8.26 | 14.11 3 | 28 Very Good
    Semi Deviation 6.36
    7.17
    		5.90 | 10.44 4 | 28 Very Good
    Max Drawdown % -9.81
    -12.77
    		-18.90 | -8.07 5 | 28 Very Good
    VaR 1 Y % -10.88
    -12.01
    		-18.71 | -7.61 11 | 28 Good
    Average Drawdown % -3.80
    -4.28
    		-7.84 | -2.24 14 | 28 Good
    Sharpe Ratio 0.93
    0.84
    		0.45 | 1.45 8 | 28 Good
    Sterling Ratio 0.72
    0.64
    		0.41 | 0.93 7 | 28 Very Good
    Sortino Ratio 0.46
    0.42
    		0.22 | 0.81 8 | 28 Good
    Jensen Alpha % 1.75
    0.73
    		-5.26 | 6.60 10 | 28 Good
    Treynor Ratio 0.08
    0.07
    		0.04 | 0.12 11 | 28 Good
    Modigliani Square Measure % 12.51
    11.34
    		7.22 | 16.56 7 | 28 Very Good
    Alpha % 2.68
    2.01
    		-1.68 | 7.12 10 | 28 Good
    Return data last Updated On : Feb. 12, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2025
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 1.03 0.92 -1.40 | 2.89 12 | 28 Good
    3M Return % -0.28 -0.04 -2.53 | 1.87 20 | 28 Average
    6M Return % 3.31 4.28 0.08 | 7.10 22 | 28 Poor
    1Y Return % 10.12 12.28 6.60 | 18.89 23 | 28 Poor
    3Y Return % 16.25 16.25 12.64 | 20.64 15 | 28 Average
    5Y Return % 13.40 14.08 10.57 | 20.28 12 | 26 Good
    7Y Return % 14.60 14.94 12.10 | 20.51 12 | 24 Good
    10Y Return % 13.89 14.60 12.12 | 18.37 12 | 17 Average
    1Y SIP Return % 7.03 8.50 -11.33 | 15.70 23 | 28 Poor
    3Y SIP Return % 11.74 12.16 7.91 | 16.00 17 | 28 Average
    5Y SIP Return % 13.05 13.32 9.91 | 17.95 15 | 26 Average
    7Y SIP Return % 14.77 15.05 11.77 | 20.15 11 | 24 Good
    10Y SIP Return % 13.65 14.13 11.39 | 18.12 11 | 17 Average
    Standard Deviation 8.70 9.79 8.26 | 14.11 3 | 28 Very Good
    Semi Deviation 6.36 7.17 5.90 | 10.44 4 | 28 Very Good
    Max Drawdown % -9.81 -12.77 -18.90 | -8.07 5 | 28 Very Good
    VaR 1 Y % -10.88 -12.01 -18.71 | -7.61 11 | 28 Good
    Average Drawdown % -3.80 -4.28 -7.84 | -2.24 14 | 28 Good
    Sharpe Ratio 0.93 0.84 0.45 | 1.45 8 | 28 Good
    Sterling Ratio 0.72 0.64 0.41 | 0.93 7 | 28 Very Good
    Sortino Ratio 0.46 0.42 0.22 | 0.81 8 | 28 Good
    Jensen Alpha % 1.75 0.73 -5.26 | 6.60 10 | 28 Good
    Treynor Ratio 0.08 0.07 0.04 | 0.12 11 | 28 Good
    Modigliani Square Measure % 12.51 11.34 7.22 | 16.56 7 | 28 Very Good
    Alpha % 2.68 2.01 -1.68 | 7.12 10 | 28 Good
    Return data last Updated On : Feb. 12, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2025
    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 Equity Hybrid Fund NAV Regular Growth Franklin India Equity Hybrid Fund NAV Direct Growth
    12-02-2026 274.2102 315.4387
    11-02-2026 275.0742 316.4229
    10-02-2026 274.2958 315.5179
    09-02-2026 273.1069 314.1407
    06-02-2026 271.0281 311.7209
    05-02-2026 271.2931 312.0161
    04-02-2026 271.849 312.6459
    03-02-2026 271.0015 311.6616
    02-02-2026 266.4264 306.3907
    30-01-2026 268.7166 308.9961
    29-01-2026 268.1599 308.3465
    28-01-2026 267.6938 307.8011
    27-01-2026 266.1049 305.9649
    23-01-2026 265.1706 304.8532
    22-01-2026 267.5649 307.5963
    21-01-2026 266.4365 306.2898
    20-01-2026 267.4092 307.3986
    19-01-2026 270.2431 310.6467
    16-01-2026 271.0024 311.4909
    14-01-2026 270.9215 311.3789
    13-01-2026 271.056 311.5239
    12-01-2026 271.6678 312.2175

    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.