Franklin India Equity Hybrid Fund Datagrid
Category Aggressive Hybrid Fund
BMSMONEY Rank 12
Rating
Growth Option 12-11-2025
NAV ₹275.77(R) +0.39% ₹316.34(D) +0.39%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 5.98% 14.45% 15.96% 13.7% 11.91%
Direct 7.16% 15.69% 17.18% 14.9% 13.22%
Benchmark
SIP (XIRR) Regular 9.25% 13.24% 13.48% 14.57% 13.06%
Direct 10.46% 14.49% 14.7% 15.79% 14.27%
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: 12-11-2025

Scheme Name NAV Rupee Change Percent Change
Franklin India Equity Hybrid Fund - IDCW 29.61
0.1100
0.3900%
Franklin India Equity Hybrid Fund - Direct - IDCW 35.26
0.1400
0.3900%
Franklin India Equity Hybrid Fund - Growth Plan 275.77
1.0600
0.3900%
Franklin India Equity Hybrid Fund - Direct - Growth 316.34
1.2300
0.3900%

Review Date: 12-11-2025

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 3 star rating shows an average past performance of the Franklin India Equity Hybrid Fund 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 1.48%, 3.6 and 4.68 in last one, three and six months respectively. In the same period the category average return was 1.47%, 4.33% and 6.18% respectively.
  • Franklin India Equity Hybrid Fund has given a return of 7.16% in last one year. In the same period the Aggressive Hybrid Fund category average return was 7.74%.
  • The fund has given a return of 15.69% in last three years and ranked 13.0th out of 28 funds in the category. In the same period the Aggressive Hybrid Fund category average return was 15.72%.
  • The fund has given a return of 17.18% in last five years and ranked 11th out of 25 funds in the category. In the same period the Aggressive Hybrid Fund category average return was 17.73%.
  • The fund has given a return of 13.22% in last ten years and ranked 11th out of 17 funds in the category. In the same period the category average return was 13.57%.
  • The fund has given a SIP return of 10.46% in last one year whereas category average SIP return is 12.04%. The fund one year return rank in the category is 22nd in 28 funds
  • The fund has SIP return of 14.49% in last three years and ranks 15th in 28 funds. Icici Prudential Equity & Debt Fund has given the highest SIP return (18.6%) in the category in last three years.
  • The fund has SIP return of 14.7% in last five years whereas category average SIP return is 15.0%.

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 % 1.38
    1.37
    		-0.03 | 2.56 16 | 28 Average
    3M Return % 3.31
    4.01
    		2.28 | 5.32 23 | 28 Poor
    6M Return % 4.10
    5.54
    		2.47 | 9.33 25 | 28 Poor
    1Y Return % 5.98
    6.45
    		-0.83 | 14.23 19 | 28 Average
    3Y Return % 14.45
    14.34
    		11.05 | 19.32 12 | 28 Good
    5Y Return % 15.96
    16.33
    		11.80 | 24.81 11 | 25 Good
    7Y Return % 13.70
    13.87
    		10.64 | 19.27 12 | 23 Good
    10Y Return % 11.91
    12.39
    		9.65 | 16.24 11 | 17 Average
    15Y Return % 12.00
    11.49
    		8.34 | 15.42 5 | 14 Good
    1Y SIP Return % 9.25
    10.70
    		-5.88 | 16.83 22 | 28 Poor
    3Y SIP Return % 13.24
    13.37
    		9.88 | 17.89 15 | 28 Average
    5Y SIP Return % 13.48
    13.63
    		10.25 | 19.20 14 | 25 Good
    7Y SIP Return % 14.57
    14.78
    		11.09 | 20.33 10 | 23 Good
    10Y SIP Return % 13.06
    13.51
    		10.38 | 17.88 11 | 17 Average
    15Y SIP Return % 13.10
    13.23
    		9.98 | 16.92 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 : Nov. 12, 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 % 1.48 1.47 0.10 | 2.61 15 | 28 Average
    3M Return % 3.60 4.33 2.68 | 5.68 23 | 28 Poor
    6M Return % 4.68 6.18 3.02 | 10.08 24 | 28 Poor
    1Y Return % 7.16 7.74 0.79 | 14.98 18 | 28 Average
    3Y Return % 15.69 15.72 12.32 | 21.14 13 | 28 Good
    5Y Return % 17.18 17.73 13.47 | 25.51 11 | 25 Good
    7Y Return % 14.90 15.19 11.83 | 20.63 13 | 23 Average
    10Y Return % 13.22 13.57 10.89 | 17.18 11 | 17 Average
    1Y SIP Return % 10.46 12.04 -4.27 | 18.40 22 | 28 Poor
    3Y SIP Return % 14.49 14.77 11.70 | 18.60 15 | 28 Average
    5Y SIP Return % 14.70 15.00 11.93 | 19.90 13 | 25 Good
    7Y SIP Return % 15.79 16.12 12.88 | 21.02 11 | 23 Good
    10Y SIP Return % 14.27 14.69 12.01 | 18.64 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 : Nov. 12, 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
    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
    03-11-2025 275.9946 316.5094
    31-10-2025 275.0204 315.3632
    30-10-2025 276.538 317.0936
    29-10-2025 277.4829 318.1674
    28-10-2025 276.6481 317.2005
    27-10-2025 276.6427 317.1847
    24-10-2025 275.2463 315.5547
    23-10-2025 275.6836 316.0465
    20-10-2025 275.179 315.4391
    17-10-2025 274.5779 314.7213
    16-10-2025 274.1954 314.2732
    15-10-2025 272.6804 312.5272
    14-10-2025 270.9546 310.5398
    13-10-2025 272.0087 311.7383

    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.