How to check the XIRR of Franklin India Aggressive Hybrid Fund - Direct - Growth?

You can track the exact XIRR and portfolio overlapping of Franklin India Aggressive Hybrid Fund - Direct - Growth alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for Franklin India Aggressive Hybrid Fund - Direct - Growth?

Use the MutualSaathi Portfolio Analyzer to compare Franklin India Aggressive Hybrid Fund - Direct - Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

Franklin India Aggressive Hybrid Fund - Direct - Growth

Franklin Templeton Mutual Fund

Expense Ratio: 0.92

Risk: Very High

Hybrid Scheme - Aggressive Hybrid Fund

Plan: Direct

Benchmark: CRISIL Hybrid 35+65 - Aggressive Index

Inception: 10-12-1999

Exit Load: Nil

Fund Size:₹2,385.20 Cr

Performance

Fund-0.29%

Cat. Avg.2.34%

Fund2.67%

Cat. Avg.4.03%

Fund11.94%

Cat. Avg.13.11%

Fund11.02%

Cat. Avg.12.18%

10Y

Fund11.84%

Cat. Avg.12.65%

Fund13.60%

Cat. Avg.13.07%

Fund Facts

Manager(s)

Chandni Gupta

Taxation

Within 1 Year (STCG (Short Term)):20%

After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

Tap to expand

Market Cap

Tap to expand

Top Sectors

Tap to expand

Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	YTM	Val (Cr)	% Assets
1	HDFC Bank Ltd	Equity	Listed	Large Cap	Banks		112.66	5.21%
2	ICICI Bank Ltd	Equity	Listed	Large Cap	Banks		108.53	5.02%
3	0.00% Jubilant Bevco Ltd (31-May-2028)	DEBT	Bond/NCD		CRISIL AA	8.69%	108.41	5.01%
4	Reliance Industries Ltd	Equity	Listed	Large Cap	Petroleum Products		88.70	4.10%
5	Axis Bank Ltd	Equity	Listed	Large Cap	Banks		75.48	3.49%
6	State Bank of India	Equity	Listed	Large Cap	Banks		69.54	3.21%
7	0.00% Jubilant Beverages Ltd (31-May-2028)	DEBT	Bond/NCD		CRISIL AA	8.72%	66.24	3.06%
8	Bharti Airtel Ltd	Equity	Listed	Large Cap	Telecom - Services		65.95	3.05%
9	Larsen & Toubro Ltd	Equity	Listed	Large Cap	Construction		60.62	2.80%
10	Infosys Ltd	Equity	Listed	Large Cap	IT - Software		54.41	2.52%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	60638	+1.1%	+2.2%
2Y	07 Aug, 24	1.20 L.	1.23 L.	+2.6%	+2.7%
3Y	07 Aug, 23	1.80 L.	1.97 L.	+9.4%	+6.1%
5Y	09 Aug, 21	3 L.	3.87 L.	+28.9%	+10.3%
10Y	08 Aug, 16	6 L.	11.36 L.	+89.4%	+12.4%
SI	07 Jan, 13	8.15 L.	20.66 L.	+153.5%	+12.9%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	17 Jul, 25	1 L.	99707	-0.3%	-0.3%
2Y	18 Jul, 24	1 L.	1.05 L.	+5.2%	+2.6%
3Y	17 Jul, 23	1 L.	1.40 L.	+40.3%	+11.9%
5Y	19 Jul, 21	1 L.	1.70 L.	+69.8%	+11.2%
10Y	18 Jul, 16	1 L.	3.07 L.	+206.8%	+11.9%
SI	01 Jan, 13	1 L.	5.63 L.	+462.9%	+13.6%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.