Franklin India Equity Hybrid Fund Datagrid
Category Aggressive Hybrid Fund
BMSMONEY Rank 12
Rating
Growth Option 04-12-2025
NAV ₹274.89(R) -0.21% ₹315.54(D) -0.2%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 2.63% 13.42% 14.7% 13.42% 11.87%
Direct 3.77% 14.65% 15.91% 14.62% 13.17%
Benchmark
SIP (XIRR) Regular 7.46% 12.39% 12.2% 13.94% 12.73%
Direct 8.66% 13.64% 13.41% 15.16% 13.94%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.93 0.45 0.73 2.16% 0.08
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
8.86% -10.88% -9.81% 1.03 6.55%
Fund AUM As on: 30/06/2025 2150 Cr
Top Aggressive Hybrid Fund
Fund Name Rank Rating
Icici Prudential Equity & Debt Fund 1
Sbi Equity Hybrid Fund 2
Bandhan Hybrid Equity Fund 3
Edelweiss Aggressive Hybrid Fund 4
Mahindra Manulife Aggressive Hybrid Fund 5
Kotak Equity Hybrid Fund 6

NAV Date: 04-12-2025

Scheme Name NAV Rupee Change Percent Change
Franklin India Equity Hybrid Fund - IDCW 29.51
-0.0600
-0.2100%
Franklin India Equity Hybrid Fund - Direct - IDCW 35.17
-0.0700
-0.2000%
Franklin India Equity Hybrid Fund - Growth Plan 274.89
-0.5700
-0.2100%
Franklin India Equity Hybrid Fund - Direct - Growth 315.54
-0.6400
-0.2000%

Review Date: 04-12-2025

Beginning of Analysis

In the Aggressive Hybrid Fund category, Franklin India Equity Hybrid Fund is the 13th ranked fund. 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 2.16% which is higher than the category average of 1.16%. 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 0.82.
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 0.03%, 2.73 and 2.97 in last one, three and six months respectively. In the same period the category average return was 0.22%, 3.21% and 4.21% respectively.
  • Franklin India Equity Hybrid Fund has given a return of 3.77% in last one year. In the same period the Aggressive Hybrid Fund category average return was 4.54%.
  • The fund has given a return of 14.65% in last three years and ranked 13.0th out of 27 funds in the category. In the same period the Aggressive Hybrid Fund category average return was 14.93%.
  • The fund has given a return of 15.91% in last five years and ranked 11th out of 24 funds in the category. In the same period the Aggressive Hybrid Fund category average return was 16.65%.
  • The fund has given a return of 13.17% in last ten years and ranked 11th out of 17 funds in the category. In the same period the category average return was 13.46%.
  • The fund has given a SIP return of 8.66% in last one year whereas category average SIP return is 10.96%. The fund one year return rank in the category is 24th in 27 funds
  • The fund has SIP return of 13.64% in last three years and ranks 17th in 27 funds. Icici Prudential Equity & Debt Fund has given the highest SIP return (18.28%) in the category in last three years.
  • The fund has SIP return of 13.41% in last five years whereas category average SIP return is 13.81%.

Franklin India Equity Hybrid Fund Risk Analysis

  • The fund has a standard deviation of 8.86 and semi deviation of 6.55. The category average standard deviation is 9.89 and semi deviation is 7.28.
  • The fund has a Value at Risk (VaR) of -10.88 and a maximum drawdown of -9.81. The category average VaR is -11.99 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 % -0.06
    0.12
    		-1.70 | 1.49 19 | 27 Average
    3M Return % 2.44
    2.91
    		0.27 | 4.67 21 | 27 Average
    6M Return % 2.39
    3.60
    		-1.82 | 6.94 23 | 27 Poor
    1Y Return % 2.63
    3.31
    		-4.80 | 10.58 18 | 27 Average
    3Y Return % 13.42
    13.57
    		10.48 | 18.52 13 | 27 Good
    5Y Return % 14.70
    15.29
    		11.05 | 22.75 12 | 24 Good
    7Y Return % 13.42
    13.60
    		10.41 | 18.76 12 | 22 Good
    10Y Return % 11.87
    12.27
    		9.63 | 16.26 11 | 17 Average
    15Y Return % 12.01
    11.65
    		8.55 | 15.55 5 | 14 Good
    1Y SIP Return % 7.46
    9.66
    		3.57 | 15.85 24 | 27 Poor
    3Y SIP Return % 12.39
    12.71
    		9.62 | 17.57 15 | 27 Average
    5Y SIP Return % 12.20
    12.47
    		9.25 | 18.04 14 | 24 Average
    7Y SIP Return % 13.94
    14.28
    		10.60 | 19.91 10 | 22 Good
    10Y SIP Return % 12.73
    13.18
    		10.14 | 17.70 11 | 17 Average
    15Y SIP Return % 12.94
    13.08
    		9.78 | 16.86 9 | 14 Average
    Standard Deviation 8.86
    9.89
    		8.34 | 14.00 4 | 28 Very Good
    Semi Deviation 6.55
    7.28
    		5.96 | 10.39 6 | 28 Very Good
    Max Drawdown % -9.81
    -12.77
    		-18.90 | -8.07 5 | 28 Very Good
    VaR 1 Y % -10.88
    -11.99
    		-18.71 | -8.35 13 | 28 Good
    Average Drawdown % -5.06
    -5.13
    		-8.25 | -2.80 16 | 28 Average
    Sharpe Ratio 0.93
    0.82
    		0.46 | 1.39 8 | 28 Good
    Sterling Ratio 0.73
    0.63
    		0.42 | 0.91 8 | 28 Good
    Sortino Ratio 0.45
    0.40
    		0.22 | 0.76 8 | 28 Good
    Jensen Alpha % 2.16
    1.16
    		-4.35 | 6.89 10 | 28 Good
    Treynor Ratio 0.08
    0.07
    		0.04 | 0.12 12 | 28 Good
    Modigliani Square Measure % 12.88
    11.56
    		7.58 | 16.68 8 | 28 Good
    Alpha % 2.91
    2.01
    		-2.19 | 9.49 11 | 28 Good
    Return data last Updated On : Dec. 4, 2025.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2025
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 0.03 0.22 -1.60 | 1.54 19 | 27 Average
    3M Return % 2.73 3.21 0.61 | 4.84 21 | 27 Average
    6M Return % 2.97 4.21 -1.15 | 7.32 23 | 27 Poor
    1Y Return % 3.77 4.54 -3.53 | 11.24 18 | 27 Average
    3Y Return % 14.65 14.93 11.53 | 19.53 13 | 27 Good
    5Y Return % 15.91 16.65 12.40 | 23.44 11 | 24 Good
    7Y Return % 14.62 14.89 11.59 | 20.12 12 | 22 Good
    10Y Return % 13.17 13.46 10.87 | 17.20 11 | 17 Average
    1Y SIP Return % 8.66 10.96 5.09 | 16.54 24 | 27 Poor
    3Y SIP Return % 13.64 14.09 11.19 | 18.28 17 | 27 Average
    5Y SIP Return % 13.41 13.81 10.63 | 18.74 13 | 24 Average
    7Y SIP Return % 15.16 15.60 12.39 | 20.60 10 | 22 Good
    10Y SIP Return % 13.94 14.37 11.75 | 18.46 10 | 17 Good
    Standard Deviation 8.86 9.89 8.34 | 14.00 4 | 28 Very Good
    Semi Deviation 6.55 7.28 5.96 | 10.39 6 | 28 Very Good
    Max Drawdown % -9.81 -12.77 -18.90 | -8.07 5 | 28 Very Good
    VaR 1 Y % -10.88 -11.99 -18.71 | -8.35 13 | 28 Good
    Average Drawdown % -5.06 -5.13 -8.25 | -2.80 16 | 28 Average
    Sharpe Ratio 0.93 0.82 0.46 | 1.39 8 | 28 Good
    Sterling Ratio 0.73 0.63 0.42 | 0.91 8 | 28 Good
    Sortino Ratio 0.45 0.40 0.22 | 0.76 8 | 28 Good
    Jensen Alpha % 2.16 1.16 -4.35 | 6.89 10 | 28 Good
    Treynor Ratio 0.08 0.07 0.04 | 0.12 12 | 28 Good
    Modigliani Square Measure % 12.88 11.56 7.58 | 16.68 8 | 28 Good
    Alpha % 2.91 2.01 -2.19 | 9.49 11 | 28 Good
    Return data last Updated On : Dec. 4, 2025.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 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
    04-12-2025 274.8882 315.5408
    03-12-2025 274.6187 315.2217
    02-12-2025 275.4596 316.1772
    01-12-2025 276.6121 317.4903
    28-11-2025 276.4053 317.2238
    27-11-2025 276.9313 317.8177
    26-11-2025 277.3437 318.2812
    25-11-2025 275.0505 315.6398
    24-11-2025 275.2183 315.8226
    21-11-2025 276.1837 316.9012
    20-11-2025 277.5195 318.4242
    19-11-2025 277.1823 318.0276
    18-11-2025 276.0557 316.7253
    17-11-2025 277.091 317.9033
    14-11-2025 276.0973 316.7341
    13-11-2025 275.511 316.0518
    12-11-2025 275.7691 316.3381
    11-11-2025 274.7058 315.1088
    10-11-2025 273.6927 313.9371
    07-11-2025 273.4736 313.6568
    06-11-2025 273.8525 314.0818
    04-11-2025 275.0631 315.4509

    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.