Franklin India Aggressive Hybrid Fund Direct Growth

Franklin India Aggressive Hybrid Fund Direct Growth

+12.34%
3Y annualised
+0.07% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 04 Jun '26
₹298.16
Min. for SIP
₹500
Fund size (AUM)
₹2,305.63 Cr
Expense ratio
1.79%
Rating
4

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹58,287
-2.85%
3 years₹1,80,000₹1,91,392
+6.33%
5 years₹3,00,000₹3,75,124
+25.04%
10 years₹6,00,000₹11,03,636
+83.94%

Holdings (69)

NameSectorInstrumentsAssets
Cash/Net Current AssetsUnspecifiedCash/Net Current Assets5.76%
HDFC Bank LtdFinancialEquity5.15%
ICICI Bank LtdFinancialEquity4.93%
JUBILANT BEVCO LIMITED NCD 31MY28 FVRS1LACConsumer StaplesDebenture4.72%
Reliance Industries LtdEnergy & UtilitiesEquity4.10%
Axis Bank LtdFinancialEquity3.58%
State Bank of IndiaFinancialEquity3.29%
Bharti Airtel LtdTechnologyEquity3.03%
Larsen & Toubro LtdIndustrialsEquity3.01%
JUBILANT BEVERAGES LIMITED NCD 31MY28 FVRS1LACConsumer StaplesDebenture2.88%
NTPC LtdEnergy & UtilitiesEquity2.25%
Infosys LtdTechnologyEquity2.23%
POONAWALLA FINCORP LIMITED SR A1 7.65 NCD 21AP27 FVRS1LACFinancialNon Convertible Debenture2.17%
Mahindra & Mahindra LtdConsumer DiscretionaryEquity1.88%
HCL Technologies LtdTechnologyEquity1.87%
Zomato LtdTechnologyEquity1.82%
Ultratech Cement LtdMaterialsEquity1.71%
Tata Steel LtdMaterialsEquity1.65%
BHARTI TELECOM LIMITED SR XIX 8.65 NCD 05NV27 FVRS1LACTechnologyDebenture1.60%
Marico LtdConsumer StaplesEquity1.55%
Phoenix Mills LtdReal EstateEquity1.53%
STATE DEVELOPMENT LOAN 36569 UKD 01OT32 7.3 FV RS 100UnspecifiedState Development Loan1.50%
Cholamandalam Investment & Finance Company LtdFinancialEquity1.49%
Britannia Industries LtdConsumer StaplesEquity1.49%
Kirloskar Oil Engines LtdIndustrialsEquity1.47%
Apollo Hospitals Enterprise LtdHealthcareEquity1.46%
Interglobe Aviation LtdIndustrialsEquity1.43%
CESC LtdEnergy & UtilitiesEquity1.38%
PB Fintech LtdFinancialEquity1.23%
STATE DEVELOPMENT LOAN 37162 MH 04MR47 7.66 FV RS 100UnspecifiedState Development Loan1.21%
Hindustan Aeronautics LtdIndustrialsEquity1.19%
Metropolis Healthcare LtdHealthcareEquity1.16%
BHARTI TELECOM LIMITED SR XXI 8.75 NCD 05NV29 FVRS1LACTechnologyNon Convertible Debenture1.15%
Bharat Electronics LtdIndustrialsEquity1.12%
STATE DEVELOPMENT LOAN 36998 PJB 28JN33 7.62 FV RS 100UnspecifiedState Development Loan1.10%
SUMMIT DIGITEL INFRASTRUCTURE LIMITED 7.87 NCD 15MR30 FVRS1LACTechnologyNon Convertible Debenture1.09%
EMBASSY OFFICE PARKS REIT SR XIII A 7.21 NCD 17MR28 FVRS1LACReal EstateDebenture1.08%
POWER FINANCE CORPORATION LTD. SR BS214 6.92 BD 14AP32 FVRS10LACFinancialDebenture1.07%
Ashok Leyland LtdIndustrialsEquity1.05%
STATE DEVELOPMENT LOAN 36868 UKD 24DC32 7.64 FV RS 100UnspecifiedState Development Loan1.04%
Amber Enterprises India LtdConsumer DiscretionaryEquity1.04%
ICICI Lombard General Insurance Company LtdFinancialEquity0.99%
Eris Lifesciences LtdHealthcareEquity0.98%
PNB Housing Finance LtdFinancialEquity0.91%
STATE DEVELOPMENT LOAN 36950 PJB 14JN31 7.48 FV RS 100UnspecifiedState Development Loan0.89%
Hindalco Industries LtdMaterialsEquity0.81%
Nexus Select TrustIndustrialsReal Estate Investment Trusts0.77%
Maruti Suzuki India LtdConsumer DiscretionaryEquity0.75%
STATE DEVELOPMENT LOAN 36849 BH 24DC33 7.65 FV RS 100UnspecifiedState Development Loan0.69%
Lemon Tree Hotels LtdConsumer DiscretionaryEquity0.69%
Hindustan Unilever LtdConsumer StaplesEquity0.68%
TATA CAPITAL LIMITED EQFinancialEquity0.68%
ZF Commercial Vehicle Control Systems India LtdConsumer DiscretionaryEquity0.64%
REC LIMITED SR 239 BD 03NV34 FVRS1LACFinancialBonds0.64%
Canara HSBC Life Insurance Company Ltd.FinancialEquity0.63%
Amara Raja Batteries LtdConsumer DiscretionaryEquity0.61%
HDFC Life Insurance Co LtdFinancialEquity0.59%
Angel One LtdFinancialEquity0.54%
ABB India LtdIndustrialsEquity0.47%
V-Mart Retail LtdConsumer DiscretionaryEquity0.43%
Sun Pharmaceutical Industries LtdHealthcareEquity0.35%
BAJAJ FINANCE LIMITED 7.82% NCD 31JN34 FVRS1LACFinancialDebenture0.22%
SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR IX 7.68 BD 10AG27 FVRS1LACFinancialDebenture0.22%
Motherson Sumi Wiring India LtdIndustrialsEquity0.21%
GOVERNMENT OF INDIA 35840 GOI 15AP65 6.9 FV RS 100EntitiesGOI Securities0.09%
STATE DEVELOPMENT LOAN 35647 CHT 05MR37 7.32 FV RS 100UnspecifiedState Development Loan0.02%
STATE DEVELOPMENT LOAN 35669 WB 05MR38 7.32 FV RS 100UnspecifiedState Development Loan0.02%
GOVERNMENT OF INDIA 31719 GOI 20JU27 7.38 FV RS 100EntitiesGOI Securities0.01%
GLOBSYN TECH EQTechnologyEquity0.00%
See All

Minimum investments

Min. for 1st investment
₹5,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹500

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+12.3%+10.7%+11.9%+13.4%
Category average (Hybrid Aggressive Hybrid)+14.3%+13.9%+12.0%--
Rank (Hybrid Aggressive Hybrid)232416--

Exit load, stamp duty and tax

Exit load

Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Fund management

CG
Chandni Gupta
Mar 2024 - Present
View details

AT
Anuj Tagra
Mar 2024 - Present
View details

Education
Mr. Anuj Tagra is a graduate of Guru Gobind Singh Indraprastha University and an MBA from Narsee Monjee Institute of Management Studies
Experience
Prior to joining Franklin India Mutual Fund, he has worked with ICICI Prudential AMC, Union Bank of India and Fidelity Investments.

AA
Ajay Argal
Oct 2024 - Present
View details

Education
Mr. Argal is a B.Tech from (IIT,Mumbai) & PGDM (IIM,Bangalore).
Experience
Prior to joining Franklin Templeton Asset Management (India) Pvt. Ltd., he has worked with Baring Asset Management (Asia) Ltd., Aditya Birla Sunlife Mutual Fund and UTI AMC where he handled various aspects of investments function including managing offshore funds, equity funds, balanced funds, equity research & equity dealing.

About Franklin India Aggressive Hybrid Fund Direct Growth

Franklin India Aggressive Hybrid Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Franklin Templeton Mutual Fund. This scheme was made available to investors on 19 Feb 1996. Chandni Gupta is the Current Fund Manager of Franklin India Aggressive Hybrid Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,25,162 Cr and the Latest NAV as of 04 Jun 2026 is ₹298.16. The Franklin India Aggressive Hybrid Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹5,000. Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year. ;

Investment Objective

The scheme seeks to achieve long-term capital appreciation with stability of investment and current income from a balanced portfolio of high quality equity and fixed-income securities.
Fund benchmarkCRISIL Hybrid 35+65 Aggressive Index

Fund house

Rank (total assets)#11 in India
Total AUM₹1,25,162.29 Cr
Date of Incorporation19 Feb 1996
Phone1800-425-4255 / 60004255
E-mail--
Launch Date19 Feb 1996
AddressUnit No.202/203/204, 2nd Floor Dalamal Tower, Plot No. 211Free Press Journal Marg, Nariman Point Mumbai 400013
CustodianHongkong & Shanghai Banking Corporation
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,