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Franklin India Aggressive Hybrid Fund - Direct - IDCW

Franklin India Aggressive Hybrid · Aggressive Hybrid
High
₹33.95
Current NAV
25 Jun 2026
11.3%
1Y Return
14.8%
3Y CAGR
11.8%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.43%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.73).
  • Generates significant excess returns relative to benchmark index (Alpha: 5.73).
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
1.73
Sharpe Ratio
0.73
Beta
5.73
Alpha
1.95
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Fund Details
Fund House Franklin India Aggressive Hybrid
Category Aggressive Hybrid
AUM ₹8280 Cr
Expense Ratio 0.43%
Min SIP ₹500
Min Lumpsum ₹1000
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