Franklin India Aggressive Hybrid Fund
Direct · Growth ₹300.09
03 Nov 2026
NAV
14.1%
3Y CAGR
13.5%
5Y CAGR
13.7%
10Y CAGR
13.9%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
5.12
Sharpe
-27.8%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.92%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.64 L | 15.7% | -43.8% | 76.4% |
| 3 Years | ₹36.00 L | ₹43.93 L | 13.5% | -13.9% | 28.1% |
| 5 Years | ₹60.00 L | ₹84.18 L | 13.2% | -4.3% | 22.7% |
| 7 Years | ₹84.00 L | ₹1.34 Cr | 13.4% | 2.0% | 19.1% |
| 10 Years | ₹1.20 Cr | ₹2.46 Cr | 13.8% | 10.6% | 16.3% |
| 12 Years | ₹1.44 Cr | ₹3.44 Cr | 13.4% | 10.7% | 15.7% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 15.7% | 9.3% |
| 3 Years | 13.5% | 14.2% |
| 5 Years | 13.2% | 14.7% |
| 7 Years | 13.4% | 14.0% |
| 10 Years | 13.8% | 14.0% |
| 12 Years | 13.4% | 13.4% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 15.3% | 11.1% | -22.4% | 69.1% | 0.56 | 2.03 | 88% | — | — |
| 3 Years | 14.1% | 14.7% | -2.8% | 27.4% | 1.44 | 6.39 | 99% | — | — |
| 5 Years | 13.5% | 13.1% | 1.6% | 24.2% | 1.74 | 15.18 | 100% | — | — |
| 10 Years | 13.7% | 13.6% | 10.6% | 16.3% | 5.12 | — | 100% | — | — |
-27.8%
Max Drawdown
2 mo
Drawdown Duration
8 mo
Recovery Time
-2.9%
Avg Drawdown
Calmar Ratio by Duration
0.55
1Y
0.51
3Y
0.48
5Y
0.47
7Y
0.49
10Y
0.52
12Y
49
Total Holdings
24.2%
Top 10 Weight
28
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | HDFC Bank Ltd | 2.97% |
| 2 | Axis Bank Ltd | 2.87% |
| 3 | ICICI Bank Ltd | 2.86% |
| 4 | State Bank of India | 2.84% |
| 5 | Eternal Ltd | 2.40% |
| 6 | Mahindra & Mahindra Ltd | 2.35% |
| 7 | Bharti Airtel Ltd | 2.07% |
| 8 | Larsen & Toubro Ltd | 2.06% |
| 9 | Bharat Electronics Ltd | 2.04% |
| 10 | Reliance Industries Ltd | 1.73% |