Franklin India Equity Hybrid Fund Overview
Category Aggressive Hybrid Fund
BMSMONEY Rank 10
Rating
Growth Option 17-07-2025
NAV ₹272.42(R) -0.14% ₹311.37(D) -0.14%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 4.57% 17.55% 18.93% 13.06% 11.35%
Direct 5.72% 18.81% 20.17% 14.26% 12.66%
Benchmark
SIP (XIRR) Regular 8.07% 15.63% 15.36% 15.25% 13.41%
Direct 9.25% 16.89% 16.59% 16.46% 14.63%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
1.37 0.69 0.96 3.99% 0.13
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
9.26% -10.88% -9.81% 0.99 6.92%
Fund AUM As on: 31/03/2025 2018 Cr

NAV Date: 17-07-2025

Scheme Name NAV Rupee Change Percent Change
Franklin India Equity Hybrid Fund - IDCW 29.25
-0.0400
-0.1400%
Franklin India Equity Hybrid Fund - Direct - IDCW 34.7
-0.0500
-0.1400%
Franklin India Equity Hybrid Fund - Growth Plan 272.42
-0.3900
-0.1400%
Franklin India Equity Hybrid Fund - Direct - Growth 311.37
-0.4400
-0.1400%

Review Date: 17-07-2025

Beginning of Analysis

Franklin India Equity Hybrid Fund is the 10th ranked fund in the Aggressive Hybrid Fund category. The category has total 28 funds. The Franklin India Equity Hybrid Fund has shown a very good past performence in Aggressive Hybrid Fund. The fund has a Jensen Alpha of 3.99% which is higher than the category average of 2.08%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 1.37 which is higher than the category average of 1.17.
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 0.99%, 5.31 and 6.33 in last one, three and six months respectively. In the same period the category average return was 1.81%, 6.62% and 7.4% respectively.
  • Franklin India Equity Hybrid Fund has given a return of 5.72% in last one year. In the same period the Aggressive Hybrid Fund category average return was 5.09%.
  • The fund has given a return of 18.81% in last three years and ranked 12.0th out of 28 funds in the category. In the same period the Aggressive Hybrid Fund category average return was 18.49%.
  • The fund has given a return of 20.17% 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 20.2%.
  • The fund has given a return of 12.66% in last ten years and ranked 10th out of 16 funds in the category. In the same period the category average return was 12.74%.
  • The fund has given a SIP return of 9.25% in last one year whereas category average SIP return is 10.28%. The fund one year return rank in the category is 20th in 28 funds
  • The fund has SIP return of 16.89% in last three years and ranks 12th in 28 funds. Bank of India Mid & Small Cap Equity & Debt Fund has given the highest SIP return (21.61%) in the category in last three years.
  • The fund has SIP return of 16.59% in last five years whereas category average SIP return is 16.74%.

Franklin India Equity Hybrid Fund Risk Analysis

  • The fund has a standard deviation of 9.26 and semi deviation of 6.92. The category average standard deviation is 10.43 and semi deviation is 7.71.
  • The fund has a Value at Risk (VaR) of -10.88 and a maximum drawdown of -9.81. The category average VaR is -12.02 and the maximum drawdown is -12.77. The fund has a beta of 1.01 which shows that fund is more volatile than the benchmark.

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 % 0.90
    1.70
    0.90 | 4.13 28 | 28 Poor
    3M Return % 5.02
    6.30
    4.27 | 10.67 22 | 28 Poor
    6M Return % 5.74
    6.76
    4.26 | 11.77 22 | 28 Poor
    1Y Return % 4.57
    3.82
    -4.63 | 9.66 13 | 28 Good
    3Y Return % 17.55
    17.07
    12.86 | 23.68 10 | 28 Good
    5Y Return % 18.93
    18.78
    13.58 | 26.84 11 | 25 Good
    7Y Return % 13.06
    13.23
    9.94 | 18.60 13 | 22 Average
    10Y Return % 11.35
    11.60
    8.78 | 15.44 10 | 16 Average
    15Y Return % 12.45
    12.05
    9.12 | 15.89 5 | 14 Good
    1Y SIP Return % 8.07
    8.98
    2.59 | 16.24 20 | 28 Average
    3Y SIP Return % 15.63
    15.49
    10.82 | 20.17 13 | 28 Good
    5Y SIP Return % 15.36
    15.34
    11.00 | 21.02 13 | 25 Good
    7Y SIP Return % 15.25
    15.54
    11.27 | 20.87 10 | 22 Good
    10Y SIP Return % 13.41
    13.81
    10.44 | 17.91 10 | 16 Average
    15Y SIP Return % 13.36
    13.40
    10.02 | 16.95 8 | 14 Good
    Standard Deviation 9.26
    10.43
    9.09 | 14.11 4 | 28 Very Good
    Semi Deviation 6.92
    7.71
    6.56 | 10.60 5 | 28 Very Good
    Max Drawdown % -9.81
    -12.77
    -18.90 | -8.07 5 | 28 Very Good
    VaR 1 Y % -10.88
    -12.02
    -18.71 | -8.53 13 | 28 Good
    Average Drawdown % -4.61
    -4.70
    -8.25 | -2.87 15 | 28 Average
    Sharpe Ratio 1.37
    1.17
    0.76 | 1.70 6 | 28 Very Good
    Sterling Ratio 0.96
    0.82
    0.56 | 1.10 5 | 28 Very Good
    Sortino Ratio 0.69
    0.59
    0.34 | 0.96 7 | 28 Very Good
    Jensen Alpha % 3.99
    2.08
    -3.30 | 9.46 6 | 28 Very Good
    Treynor Ratio 0.13
    0.11
    0.07 | 0.18 8 | 28 Good
    Modigliani Square Measure % 17.73
    15.40
    11.47 | 20.52 5 | 28 Very Good
    Alpha % 4.40
    3.01
    -1.95 | 11.44 9 | 28 Good
    Return data last Updated On : July 17, 2025.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 30, 2025
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 0.99 1.81 0.99 | 4.29 28 | 28
    3M Return % 5.31 6.62 4.54 | 11.02 22 | 28
    6M Return % 6.33 7.40 5.11 | 12.13 22 | 28
    1Y Return % 5.72 5.09 -3.00 | 11.12 14 | 28
    3Y Return % 18.81 18.49 14.17 | 25.52 12 | 28
    5Y Return % 20.17 20.20 15.38 | 28.15 11 | 25
    7Y Return % 14.26 14.52 10.90 | 19.92 11 | 22
    10Y Return % 12.66 12.74 9.99 | 16.39 10 | 16
    1Y SIP Return % 9.25 10.28 4.29 | 17.00 20 | 28
    3Y SIP Return % 16.89 16.92 12.68 | 21.61 12 | 28
    5Y SIP Return % 16.59 16.74 12.81 | 21.73 13 | 25
    7Y SIP Return % 16.46 16.87 13.04 | 22.13 11 | 22
    10Y SIP Return % 14.63 14.96 12.04 | 18.81 9 | 16
    Standard Deviation 9.26 10.43 9.09 | 14.11 4 | 28
    Semi Deviation 6.92 7.71 6.56 | 10.60 5 | 28
    Max Drawdown % -9.81 -12.77 -18.90 | -8.07 5 | 28
    VaR 1 Y % -10.88 -12.02 -18.71 | -8.53 13 | 28
    Average Drawdown % -4.61 -4.70 -8.25 | -2.87 15 | 28
    Sharpe Ratio 1.37 1.17 0.76 | 1.70 6 | 28
    Sterling Ratio 0.96 0.82 0.56 | 1.10 5 | 28
    Sortino Ratio 0.69 0.59 0.34 | 0.96 7 | 28
    Jensen Alpha % 3.99 2.08 -3.30 | 9.46 6 | 28
    Treynor Ratio 0.13 0.11 0.07 | 0.18 8 | 28
    Modigliani Square Measure % 17.73 15.40 11.47 | 20.52 5 | 28
    Alpha % 4.40 3.01 -1.95 | 11.44 9 | 28
    Return data last Updated On : July 17, 2025.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 30, 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
    17-07-2025 272.4165 311.374
    16-07-2025 272.8102 311.8146
    15-07-2025 272.8492 311.8499
    14-07-2025 271.959 310.823
    11-07-2025 271.7774 310.5876
    10-07-2025 273.4381 312.4761
    09-07-2025 273.8645 312.954
    08-07-2025 274.0683 313.1775
    07-07-2025 273.6437 312.6829
    04-07-2025 273.9088 312.9577
    03-07-2025 273.1325 312.0615
    02-07-2025 273.0299 311.9348
    01-07-2025 273.9084 312.9291
    30-06-2025 273.8305 312.8308
    27-06-2025 274.5133 313.5827
    26-06-2025 273.3881 312.288
    25-06-2025 271.6272 310.2672
    24-06-2025 270.2728 308.7108
    23-06-2025 269.8973 308.2728
    20-06-2025 270.6158 309.0656
    19-06-2025 268.5632 306.7109
    18-06-2025 269.5977 307.8831
    17-06-2025 269.9866 308.318

    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.