Franklin India Aggressive Hybrid Fund
Direct · Growth ₹312.55
18 Aug 2026
NAV
14.2%
3Y CAGR
13.6%
5Y CAGR
13.8%
10Y CAGR
14.0%
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.
5.62
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 | ₹12.65 L | 16.0% | -43.8% | 76.4% |
| 3 Years | ₹36.00 L | ₹43.98 L | 13.7% | -13.9% | 28.1% |
| 5 Years | ₹60.00 L | ₹84.36 L | 13.3% | -4.3% | 22.7% |
| 7 Years | ₹84.00 L | ₹1.35 Cr | 13.4% | 2.0% | 19.1% |
| 10 Years | ₹1.20 Cr | ₹2.47 Cr | 13.9% | 11.4% | 16.3% |
| 12 Years | ₹1.44 Cr | ₹3.48 Cr | 13.7% | 11.5% | 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 | 16.0% | 15.7% |
| 3 Years | 13.7% | 14.6% |
| 5 Years | 13.3% | 14.0% |
| 7 Years | 13.4% | 13.9% |
| 10 Years | 13.9% | 13.8% |
| 12 Years | 13.7% | 13.6% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 15.6% | 11.4% | -22.4% | 69.1% | 0.58 | 2.16 | 89% | — | — |
| 3 Years | 14.2% | 14.8% | -2.8% | 27.4% | 1.45 | 6.41 | 99% | — | — |
| 5 Years | 13.6% | 13.2% | 1.6% | 24.2% | 1.77 | 15.22 | 100% | — | — |
| 10 Years | 13.8% | 13.8% | 11.6% | 16.3% | 5.62 | — | 100% | — | — |
-27.8%
Max Drawdown
2 mo
Drawdown Duration
8 mo
Recovery Time
-2.9%
Avg Drawdown
Calmar Ratio by Duration
0.56
1Y
0.51
3Y
0.49
5Y
0.47
7Y
0.50
10Y
0.53
12Y
51
Total Holdings
25.8%
Top 10 Weight
28
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | HDFC Bank Ltd | 3.41% |
| 2 | ICICI Bank Ltd | 3.20% |
| 3 | State Bank of India | 3.00% |
| 4 | Axis Bank Ltd | 2.91% |
| 5 | Mahindra & Mahindra Ltd | 2.50% |
| 6 | Eternal Ltd | 2.36% |
| 7 | Reliance Industries Ltd | 2.16% |
| 8 | Larsen & Toubro Ltd | 2.12% |
| 9 | Bharat Electronics Ltd | 2.09% |
| 10 | Bharti Airtel Ltd | 2.05% |