Home Funds Franklin India Aggressive Hybrid Fund - Direct - G

Franklin India Aggressive Hybrid Fund - Direct - Growth

Franklin India Aggressive Hybrid · Aggressive Hybrid
High
₹308.69
Current NAV
25 Jun 2026
15.1%
1Y Return
10.6%
3Y CAGR
9.6%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.51%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.21).
  • Generates significant excess returns relative to benchmark index (Alpha: 3.71).
  • Very large asset base (AUM: ₹15,260 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.

Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.

Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.21
Sharpe Ratio
1.11
Beta
3.71
Alpha
1.46
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Fund Details
Fund House Franklin India Aggressive Hybrid
Category Aggressive Hybrid
AUM ₹15260 Cr
Expense Ratio 0.51%
Min SIP ₹500
Min Lumpsum ₹1000
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