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

We don't give personal investment advice. Franklin India Aggressive Hybrid Fund - Direct - IDCW 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: 19.5%. 5-year CAGR: 3.94%.

Franklin India

Franklin India Aggressive Hybrid Fund - Direct - IDCW

Latest NAV

₹34.1499

As of

17 Jul 2026

3,332 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

Add another fund to compare

No matches.

Compares up to 8 funds. Click any line in the legend above to hide/show it.

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	+0.30%	+0.20%	+0.09	30 / 55	Q3
1W	-0.20%	-0.16%	-0.04	37 / 55	Q3
2W	+0.01%	+0.10%	-0.08	46 / 55	Q4
1M	+0.90%	+0.84%	+0.06	39 / 55	Q3
3M	-0.04%	+1.61%	-1.65	47 / 55	Q4
6M	-1.63%	-0.75%	-0.87	28 / 55	Q3
YTD	-2.93%	-2.54%	-0.38	29 / 55	Q3
1Y	-1.60%	-0.18%	-1.41	24 / 55	Q2
2Y	-2.21%	+1.30%	-3.51	35 / 54	Q3
3Y	+5.56%	+9.24%	-3.68	40 / 55	Q3
4Y	+6.47%	+11.12%	-4.65	41 / 52	Q4
5Y	+3.94%	+9.61%	-5.67	40 / 49	Q4
7Y	+6.25%	+11.18%	-4.94	40 / 48	Q4
10Y	+4.32%	+7.86%	-3.53	27 / 33	Q4
Inception	+4.92%	+8.35%	-3.43	45 / 55	Q4

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	-2.93%	-2.48%	-0.45	27 / 50
2025	-4.08%	+1.24%	-5.32	46 / 53
2024	+9.79%	+15.74%	-5.96	40 / 53
2023	+13.46%	+19.87%	-6.41	40 / 53
2022	-1.65%	+2.08%	-3.73	37 / 50
2021	+17.00%	+22.26%	-5.25	40 / 51
2020	+7.65%	+14.45%	-6.80	39 / 49
2019	+1.18%	+3.69%	-2.51	30 / 47
2018	-8.25%	-8.13%	-0.11	17 / 35
2017	+12.97%	+15.92%	-2.95	28 / 35
2016	+0.54%	+0.88%	-0.34	18 / 28

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

+7.12%

153 windows

min -21.6% · max 46.1%

63% positive

3-Year rolling

+5.70%

129 windows

min -8.2% · max 17.2%

85% positive

5-Year rolling

+5.23%

105 windows

min -5.0% · max 14.8%

90% positive

7-Year rolling

+4.84%

80 windows

min 0.6% · max 7.5%

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

10.65%

3-year · annualised

Sharpe ratio

-0.05

vs risk-free 6.5%

Sortino ratio

-0.07

Downside-only deviation

Max drawdown

-15.39%

Sep 2024 → Mar 2026

% positive months

61.1%

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 - IDCW Option - Direct Plan	HDFC	₹17.7700	17 Jul 2026
NIPPON INDIA AGGRESSIVE HYBRID FUND - SEGREGATED PORTFOLIO 2 - DIRECT Plan - IDCW Option	Nippon India	₹0.0000	17 Jul 2026
SBI Equity Hybrid Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹102.7411	17 Jul 2026
ICICI Prudential Equity & Debt Fund - Direct Plan - Annual IDCW	ICICI Prudential	₹29.1200	17 Jul 2026
Invesco India Aggressive Hybrid Fund - Direct Plan - IDCW (Payout / Reinvestment)	Invesco	₹24.2754	17 Jul 2026
Bandhan Aggressive Hybrid Fund-Direct Plan IDCW	Bandhan	₹21.9550	17 Jul 2026
quant Aggressive Hybrid Fund-IDCW Option-Direct Plan	Quant	₹72.3931	17 Jul 2026
Aditya Birla Sun Life Equity Hybrid'95 Fund -DIRECT - IDCW	Aditya Birla Sun Life	₹296.3500	17 Jul 2026
Mirae Asset Aggressive Hybrid Fund - Direct Plan - IDCW	Mirae Asset	₹21.2090	17 Jul 2026
Kotak Aggressive Hybrid Fund - Direct Plan - IDCW - Payout & Reinvestment of Income Distribution cum capital withdrawal option	Kotak	₹47.4980	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹34.1499
16 Jul 2026	₹34.0489
15 Jul 2026	₹34.0994
14 Jul 2026	₹33.9692
13 Jul 2026	₹34.2113
10 Jul 2026	₹34.2192
9 Jul 2026	₹33.9574
8 Jul 2026	₹33.7778
7 Jul 2026	₹34.2953
6 Jul 2026	₹34.3457

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 17 Jul 2026, the NAV of Franklin India Aggressive Hybrid Fund - Direct - IDCW is ₹34.1499. It's a Aggressive Hybrid Fund from Franklin India, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Franklin India Aggressive Hybrid Fund - Direct - IDCW has NAV history starting from 01 Jan 2013, a track record of about 13 years 6 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 - IDCW 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 - IDCW has delivered a absolute return of -1.60% — -1.41 pp behind the Aggressive Hybrid Fund category average of -0.18%. The fund ranks #24 of 55 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Franklin India Aggressive Hybrid Fund - Direct - IDCW has delivered a CAGR of 5.56% — -3.68 pp behind the Aggressive Hybrid Fund category average of 9.24%. The fund ranks #40 of 55 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Franklin India Aggressive Hybrid Fund - Direct - IDCW has delivered a CAGR of 3.94% — -5.67 pp behind the Aggressive Hybrid Fund category average of 9.61%. The fund ranks #40 of 49 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Franklin India Aggressive Hybrid Fund - Direct - IDCW exactly 10 years ago would be worth approximately ₹152,657 today — a multiplier of 1.53×, based on the 10-year CAGR of 4.32%. The category average over the same window would have grown ₹1 lakh to ₹213,017.

A ₹10,000 monthly SIP in Franklin India Aggressive Hybrid Fund - Direct - IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹644,448 today. That's an XIRR (money-weighted annualised return) of 2.82%.

A ₹10,000 monthly SIP for 10 years in Franklin India Aggressive Hybrid Fund - Direct - IDCW = ₹1,200,000 invested. It would currently be worth ₹1,525,369 (multiplier 1.27×). XIRR: 4.69%. 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 - IDCW ranks #40 out of 49 funds in the Aggressive Hybrid Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 9.61%; this fund delivered 3.94%.

The worst peak-to-trough decline Franklin India Aggressive Hybrid Fund - Direct - IDCW has experienced over the last 5-year window is 19.46% — 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 - IDCW averaged 5.23% (best 14.84%, worst -4.96%). 90% of rolling windows ended positive. The 5-year Sharpe ratio is -0.17 — negative risk-adjusted performance.

In calendar year 2025, Franklin India Aggressive Hybrid Fund - Direct - IDCW returned -4.08% — lagging the Aggressive Hybrid Fund category average of 1.24% by 5.32 pp. It ranked #46 of 53 in its category that year.

Franklin India Aggressive Hybrid Fund - Direct - IDCW 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 - IDCW 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: 19.5%. 5-year CAGR: 3.94%.

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