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Franklin India Aggressive Hybrid Fund - Direct - Growth

Franklin Templeton Mutual Fund · Hybrid · mandate: 65–80% equity, rest debt · benchmark: —
AUM (all plans)
2,300 cr
TER direct / regular
1.07% / 2.16%
CAGR (full)
12.3%
Sharpe (full)
0.63
Sharpe (bull ≤Sep-24)
3.36
Sharpe (sideways Oct-24→)
-0.43
Max drawdown
-21.5%
Months of data
163
Percentile ranks this fund within its peer pool; the leaderboard Score is the weighted average of its fiscal-year percentiles (equity: active-return-rank blended with IR-rank).

Equity curve

2013201420152016201720182019202020212022202320242025202691330569Fund (NAV=100)Risk-free 6%/yrCategory median (Aggressive Hybrid Fund)

Drawdown

20132014201520162017201820192020202120222023202420252026-21-110Drawdown %

Fiscal-year record

FYReturnvs categorySharpemonths
FY2214.6%-2.7%0.9112
FY235.0%3.0%-0.0612
FY2432.6%2.1%2.9712
FY259.8%-0.3%0.3612
FY26-2.3%-1.6%-0.7412
FY27*9.5%-2.7%1.815
Active/Fund returns are TOTALS over the months covered — never annualized (FY27* is year-to-date; a * row covers only part of the year). %ile is the fund's percentile within its peer pool for that year.

Monthly returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2013-4.0-1.2+3.7+2.6-2.6-2.4-4.7+4.5+8.0+0.3+2.0+5.5
2014-1.8+3.0+6.1+0.3+7.3+5.9+1.9+3.7+3.4+4.6+4.5+1.4+47.9
2015+5.4-0.4+0.3-2.3+3.4-0.8+3.4-3.2+0.5+0.7-0.3-0.5+6.1
2016-2.6-4.7+8.3+2.0+2.1+2.5+3.3+2.7-0.8+0.7-2.0-2.1+9.2
2017+3.6+2.3+1.8+1.6+1.8+0.3+3.7-0.3-0.4+3.5+0.7+2.2+22.8
2018+0.7-3.1-1.5+3.3+0.8-1.8+2.2+3.4-5.3-2.5+2.3+1.5-0.4
2019-0.4-0.6+6.1+0.1+1.1+0.2-4.5-0.8+4.1+2.2+0.9+0.7+9.1
2020+0.1-3.9-18.2+8.9-0.8+4.9+4.8+3.8-2.3+4.0+11.3+4.7+14.8
2021+0.7+6.7+0.3+0.7+5.3+2.7+1.2+4.3+2.0+0.5-2.6+1.1+25.0
2022+0.7-3.9+2.0-0.5-2.2-3.4+6.5+3.9-0.8+3.4+2.8-2.3+5.8
2023-1.7-1.3+1.1+1.6+3.2+3.6+3.6+0.6+2.2-2.2+5.4+6.0+23.9
2024+1.8+2.5+0.5+2.9+1.1+4.7+3.7+1.4+0.9-3.2+1.1+0.2+18.9
2025-3.0-4.7+4.9+2.9+2.3+2.0-1.1-1.5+0.4+3.0+0.6-0.8+4.7
2026-1.8+0.2-8.1+6.1-0.6+2.3+1.1+0.4-1.0

Quarterly average AUM & estimated net flows

201320142015201620172018201920202021202220232024202520261931,2762,358AUM (quarter avg), ₹cr
-567307
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by construction). Monthly returns are month-end NAV chains; stale prints (>7 days before month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic monthly convention. Independence: all figures are computed from mandatory public disclosures with a fixed methodology applied identically to every fund — no fund can pay for inclusion, exclusion, placement, or altered presentation, and any material commercial relationship will be disclosed on the affected pages. Nothing here is investment advice; past performance does not predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard · PMS leaderboard
Feedback, inputs, or bug reports are appreciated — @vivekrmr on X · LinkedIn.