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Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Franklin India Aggressive Hybrid Fund - Direct Plan
|
Very High
|
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0.89 |
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|
Very High
|
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0.92 |
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|
Very High
|
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0.68 |
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|
Very High
|
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0.92 |
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|
Very High
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0.47 |
₹2,350 Cr
1.00 (365)
5,000
1,000
500
12
About Franklin India Aggressive Hybrid Fund - Direct Plan
Franklin India Aggressive Hybrid Fund - Direct Plan is a hybrid mutual fund scheme of Franklin Templeton Mutual Fund. Launched on January 01, 2013, it is currently managed by Ajay Argal, Anuj Tagra, Chandni Gupta and Rajasa Kakulavarapu. The fund has an expense ratio of 0.89% with an overall AUM (Assets Under Management) of ₹2,350 Cr.
Franklin India Equity Hybrid Fund - Direct Plan invests 65-80 per cent of its assets in equity stocks and the remaining 20-35 per cent in bonds. The fund allows minimum lumpsum investment of ₹1,000 and minimum SIP of ₹500.
Investment Strategy
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.
Suitability
Aggressive Hybrid funds are suitable for investors:
Note:
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Franklin India Aggressive Hybrid Fund - Direct Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Franklin India Aggressive Hybrid Fund - Direct Plan can be bought from the Franklin Templeton Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Franklin India Aggressive Hybrid Fund - Direct Plan, is ₹297.9715 as of 19-Mar-2026.
| Company | Percentage of Portfolio |
|---|---|
|
Jubilant Bevco Ltd Debenture 31/05/2028 |
4.62
|
|
GOI Sec 6.90 15/04/2065 |
2.85
|
|
Jubilant Beverages Ltd Debenture 31/05/2028 |
2.82
|
|
Poonawalla Fincorp Ltd SR A1 NCD 7.65 21/04/2027 |
2.27
|
|
Uttarakhand State SDL 7.30 01/10/2032 |
1.99
|
Over the past five years, Franklin India Aggressive Hybrid Fund - Direct Plan has delivered an annualised return of 12.47% as of 19-Mar-2026.
The minimum investment required to start investing in Franklin India Aggressive Hybrid Fund - Direct Plan is ₹5,000 for the lump sum option and ₹500 for the SIP (Systematic Investment Plan) option.