Franklin India Aggressive Hybrid Fund Growth

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Hybrid
Aggressive Allocation
Rating 3
Plan

267.56 +1.13 (0.42%) NAV as on 22 Jan, 2026

5D
1M
6M
1Y
5Y
MAX

Key Metrics

AUM (in Cr)2380.44
CAGR 5.11%
Exit Load1.00%
Expense ratio2.04%
CategoryHybrid
Min Investment5000
Min SIP500
Launch Date1999-12-10

Asset Allocation

Holdings As On - 23 January 2026

Holdings

Sectors

Name
Value (Cr)
Holding %

HDFC Bank
168.01
7.06%

Jubilant Bevco Limited
107.30
4.51%

ICICI Bank
94.01
3.95%

Larsen & Toubro Ltd
91.88
3.86%

Bharti Airtel
81.70
3.43%

Reliance Industries
75.38
3.17%

AXIS Bank Ltd
71.09
2.99%

Infosys
69.37
2.91%

Jubilant Beverages Limited
65.68
2.76%

6.9% Govt Stock 2065
62.49
2.63%

Peer Comparison

Fund Name
Mahindra Manulife Aggressive Hybrid Fund Regular Growth8.53%
Edelweiss Aggressive Hybrid B Growth6.86%
Franklin India Aggressive Hybrid Fund Growth5.11%
Quant Aggressive Hybrid Fund Growth6.35%
Edelweiss Aggressive Hybrid A Growth6.85%

Risk & Volitility

Alpha -1.65%
Beta 1.12
Sharpe Ratio0.85
Std Deviation 8.68%
Tracking Error 4.56%

About Fund

The investment objective of the fund is to provide long-term growth of capital and current income by investing in equity and equity related securities and fixed income instruments.

The Franklin India Aggressive Hybrid Fund Growth has an AUM of 2380.44 crores & has delivered CAGR of 12.85% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.04%. The minimum investment in Franklin India Aggressive Hybrid Fund Growth is Rs 5000 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Moderate & High respectively.

The top holdings of the fund include HDFC Bank, Jubilant Bevco Limited, ICICI Bank & Larsen & Toubro Ltd.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Construction Services & Auto & Truck Manufacturers.

Some of the similar funds are Mahindra Manulife Aggressive Hybrid Fund Regular Growth, Edelweiss Aggressive Hybrid B Growth, Franklin India Aggressive Hybrid Fund Growth, Quant Aggressive Hybrid Fund Growth, Edelweiss Aggressive Hybrid A Growth. Franklin India Aggressive Hybrid Fund Growth has a sharpe ratio of 0.85 & a standard deviation of 8.68%.