Should I invest in Franklin India Aggressive Hybrid Fund - Direct?

We don't give personal investment advice. Franklin India Aggressive Hybrid Fund - Direct - Growth is suitable for an investor whose:horizon is 3-5 years — too short for pure equity, too long for pure debtwants a single fund that automatically rebalances between equity and debtis comfortable trading some upside for lower volatility vs a pure equity fundCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 13.4%. 5-year CAGR: 10.71%.

Franklin India

Franklin India Aggressive Hybrid Fund - Direct - Growth

Latest NAV

₹297.9456

As of

3 Jun 2026

3,301 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.09%	+4.36%	-4.45	25 / 30	Q4
1W	-1.60%	+2.94%	-4.54	26 / 30	Q4
2W	-0.28%	+4.15%	-4.44	19 / 30	Q3
1M	-2.02%	+3.24%	-5.26	28 / 30	Q4
3M	-1.83%	+3.65%	-5.48	17 / 30	Q3
6M	-5.48%	+0.91%	-6.39	22 / 30	Q3
YTD	-5.61%	+0.57%	-6.19	21 / 30	Q3
1Y	-2.46%	+5.12%	-7.58	27 / 30	Q4
2Y	+2.73%	+6.03%	-3.30	24 / 30	Q4
3Y	+12.16%	+13.60%	-1.44	20 / 30	Q3
4Y	+12.67%	+13.47%	-0.79	18 / 29	Q3
5Y	+10.71%	+12.07%	-1.36	17 / 27	Q3
7Y	+12.41%	+13.22%	-0.82	14 / 25	Q3
10Y	+11.87%	+12.69%	-0.83	12 / 19	Q3
Inception	+13.39%	+12.86%	+0.53	10 / 30	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-5.61%	-3.75%	-1.86	20 / 29
2025	+4.34%	+10.33%	-5.99	25 / 30
2024	+18.75%	+17.99%	+0.75	11 / 30
2023	+23.85%	+21.88%	+1.97	11 / 30
2022	+5.76%	+3.88%	+1.88	11 / 28
2021	+24.56%	+26.63%	-2.07	17 / 27
2020	+14.74%	+15.17%	-0.43	11 / 26
2019	+9.05%	+9.11%	-0.06	15 / 24
2018	+0.01%	-1.88%	+1.89	7 / 20
2017	+21.60%	+25.86%	-4.26	15 / 20
2016	+8.78%	+6.34%	+2.44	6 / 17

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+15.73%

152 windows

min -21.1% · max 59.2%

91% positive

3-Year rolling

+14.10%

128 windows

min -2.2% · max 26.3%

98% positive

5-Year rolling

+13.53%

103 windows

min 2.0% · max 21.9%

100% positive

7-Year rolling

+13.01%

79 windows

min 9.9% · max 16.0%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

9.62%

3-year · annualised

Sharpe ratio

0.59

vs risk-free 6.5%

Sortino ratio

1.01

Downside-only deviation

Max drawdown

-10.65%

Nov 2025 → Mar 2026

% positive months

66.7%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Aggressive Hybrid Fund

Scheme	Fund house	NAV	As of
HDFC Hybrid Equity Fund - Growth Option - Direct Plan	HDFC	₹119.4090	3 Jun 2026
Nippon India Aggressive Hybrid Fund - Segregated Portfolio 2 - Direct Plan - Growth Plan	Nippon India	₹0.0000	3 Jun 2026
SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth	SBI	₹341.4430	3 Jun 2026
ICICI Prudential Equity & Debt Fund - Direct Plan - Growth	ICICI Prudential	₹436.8700	3 Jun 2026
Invesco India Aggressive Hybrid Fund - Direct Plan - Growth	Invesco	₹23.2255	3 Jun 2026
Bandhan Aggressive Hybrid Fund-Direct Plan Growth	Bandhan	₹30.2350	3 Jun 2026
quant Aggressive Hybrid Fund-Growth Option-Direct Plan	Quant	₹503.5497	3 Jun 2026
Aditya Birla Sun Life Equity Hybrid'95 Fund - Direct Plan-Growth	Aditya Birla Sun Life	₹1,656.1400	3 Jun 2026
Mirae Asset Aggressive Hybrid Fund - Direct Plan - Growth	Mirae Asset	₹37.9930	3 Jun 2026
Kotak Aggressive Hybrid Fund - Direct Plan -Growth	Kotak	₹73.9900	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹297.9456
2 Jun 2026	₹298.2007
1 Jun 2026	₹298.2170
29 May 2026	₹300.2397
27 May 2026	₹302.7910
26 May 2026	₹302.2040
25 May 2026	₹303.0701
22 May 2026	₹299.8427
21 May 2026	₹299.1788
20 May 2026	₹298.7927

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Franklin India Aggressive Hybrid Fund - Direct - Growth is ₹297.9456. It's a Aggressive Hybrid Fund from Franklin India, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Franklin India Aggressive Hybrid Fund - Direct - Growth has NAV history starting from 01 Jan 2013, a track record of about 13 years 5 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Franklin India Aggressive Hybrid Fund - Direct - Growth is managed by Franklin India. It's classified by AMFI under the 'Aggressive Hybrid Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Franklin India Aggressive Hybrid Fund - Direct - Growth has delivered a absolute return of -2.46% — -7.58 pp behind the Aggressive Hybrid Fund category average of 5.12%. The fund ranks #27 of 30 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Franklin India Aggressive Hybrid Fund - Direct - Growth has delivered a CAGR of 12.16% — -1.44 pp behind the Aggressive Hybrid Fund category average of 13.60%. The fund ranks #20 of 30 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Franklin India Aggressive Hybrid Fund - Direct - Growth has delivered a CAGR of 10.71% — -1.36 pp behind the Aggressive Hybrid Fund category average of 12.07%. The fund ranks #17 of 27 in its category — the third (Q3) quartile.

₹1 lakh invested in Franklin India Aggressive Hybrid Fund - Direct - Growth exactly 10 years ago would be worth approximately ₹306,883 today — a multiplier of 3.07×, based on the 10-year CAGR of 11.87%. The category average over the same window would have grown ₹1 lakh to ₹330,355.

A ₹10,000 monthly SIP in Franklin India Aggressive Hybrid Fund - Direct - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹755,773 today. That's an XIRR (money-weighted annualised return) of 9.16%.

A ₹10,000 monthly SIP for 10 years in Franklin India Aggressive Hybrid Fund - Direct - Growth = ₹1,200,000 invested. It would currently be worth ₹2,226,588 (multiplier 1.86×). XIRR: 11.88%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Franklin India Aggressive Hybrid Fund - Direct - Growth ranks #17 out of 27 funds in the Aggressive Hybrid Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 12.07%; this fund delivered 10.71%.

The worst peak-to-trough decline Franklin India Aggressive Hybrid Fund - Direct - Growth has experienced over the last 5-year window is 13.40% — its NAV fell from a high on 18 Oct 2021 to a low on 20 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Franklin India Aggressive Hybrid Fund - Direct - Growth averaged 13.53% (best 21.89%, worst 1.97%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.43 — weak risk-adjusted performance.

In calendar year 2025, Franklin India Aggressive Hybrid Fund - Direct - Growth returned 4.34% — lagging the Aggressive Hybrid Fund category average of 10.33% by 5.99 pp. It ranked #25 of 30 in its category that year.

Franklin India Aggressive Hybrid Fund - Direct - Growth is a Hybrid scheme. Tax treatment follows its actual equity allocation as disclosed by the AMC: at least 65% equity behaves like an equity fund (12.5% LTCG over 12 months, 20% STCG); 35-65% equity often gets an equity-style treatment with a 24-month threshold; under 35% equity is taxed at slab rate like a debt fund. Check the AMC's latest factsheet for the current classification.

We don't give personal investment advice. Franklin India Aggressive Hybrid Fund - Direct - Growth is suitable for an investor whose:

horizon is 3-5 years — too short for pure equity, too long for pure debt
wants a single fund that automatically rebalances between equity and debt
is comfortable trading some upside for lower volatility vs a pure equity fund

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 13.4%. 5-year CAGR: 10.71%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.