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Franklin India Aggressive Hybrid Fund - IDCW

Franklin India Aggressive Hybrid · Aggressive Hybrid
High
₹28.35
Current NAV
25 Jun 2026
10.8%
1Y Return
14.3%
3Y CAGR
11.3%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.68).
  • Very large asset base (AUM: ₹10,230 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Aggressive Hybrid mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.28%) which can affect compounding over long horizons.
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
1.68
Sharpe Ratio
0.68
Beta
-2.32
Alpha
2.32
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Fund Details
Fund House Franklin India Aggressive Hybrid
Category Aggressive Hybrid
AUM ₹10230 Cr
Expense Ratio 2.28%
Min SIP ₹500
Min Lumpsum ₹1000
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