Franklin India Aggressive Hybrid Fund - Growth Plan
Expense Ratio: 2.04
Risk: Very High
Hybrid Scheme - Aggressive Hybrid Fund
Plan: Regular
Benchmark: CRISIL Hybrid 35+65 - Aggressive Index
Inception: 10-12-1999
Exit Load: Nil
Fund Size:₹2,385.20 Cr
Performance
1Y
Fund-1.18%
Cat. Avg.1.17%
2Y
Fund1.82%
Cat. Avg.2.43%
3Y
Fund10.41%
Cat. Avg.11.24%
5Y
Fund10.14%
Cat. Avg.10.60%
10Y
Fund10.51%
Cat. Avg.11.33%
SI
Fund11.62%
Cat. Avg.11.21%
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
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | HDFC Bank Ltd | 122.88 | 5.25% |
| 2 | 0.00% Jubilant Bevco Ltd (31-May-2028) | 111.00 | 4.74% |
| 3 | ICICI Bank Ltd | 105.89 | 4.52% |
| 4 | State Bank of India | 82.15 | 3.51% |
| 5 | Axis Bank Ltd | 80.74 | 3.45% |
| 6 | Call, Cash & Other Assets | 75.74 | 3.24% |
| 7 | 0.00% Jubilant Beverages Ltd (31-May-2028) | 67.97 | 2.90% |
| 8 | Larsen & Toubro Ltd | 65.22 | 2.79% |
| 9 | Reliance Industries Ltd | 64.69 | 2.76% |
| 10 | 7.65% Poonawalla Fincorp Ltd (21-Apr-2027) | 50.67 | 2.17% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 60179 | +0.3% | +0.6% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.22 L. | +1.3% | +1.3% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.93 L. | +7.3% | +4.8% |
| 5Y | 09 Aug, 21 | 3 L. | 3.74 L. | +24.8% | +9.0% |
| 10Y | 08 Aug, 16 | 6 L. | 10.64 L. | +77.3% | +11.1% |
| SI | 07 Apr, 06 | 12.20 L. | 46.51 L. | +281.2% | +11.8% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 98379 | -1.6% | N/A |
| 2Y | 22 Jul, 24 | 1 L. | 1.03 L. | +3.3% | +1.6% |
| 3Y | 20 Jul, 23 | 1 L. | 1.35 L. | +34.6% | +10.4% |
| 5Y | 20 Jul, 21 | 1 L. | 1.62 L. | +62.1% | +10.1% |
| 10Y | 20 Jul, 16 | 1 L. | 2.72 L. | +171.7% | +10.5% |
| SI | 03 Apr, 06 | 1 L. | 9.33 L. | +832.8% | +11.6% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP 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.