Franklin India Aggressive Hybrid Fund - Direct Plan has delivered 47.57% absolute return over the last 5 years.
The average return for Aggressive funds is 59.52% .
This fund ranks #20 in its category based on 5-year returns.
The largest portfolio holding is HDFC BANK LTD with a portfolio weight of 4.75% .
The fund currently owns more than 80 stocks.
The top 10 holdings account for 32.12% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 3.27% | -3.09% |
| 2 Year Return | 31.11% | 8.90% |
| 3 Year Return | 54.70% | 24.89% |
| 4 Year Return | 128.88% | 44.78% |
| 5 Year Return | 133.35% | 59.52% |
| 6 Year Return | 152.15% | 94.54% |
| 7 Year Return | 223.85% | 119.15% |
| Expense Ratio | 0.78% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Finance - Banks - Private Sector |
4.75%
|
|
| 2 |
4.70%
|
||
| 3 | Financials |
3.48%
|
|
| 4 | Financials |
3.46%
|
|
| 5 | Financials |
3.12%
|
|
| 6 |
2.88%
|
||
| 7 | Energy |
2.63%
|
|
| 8 |
2.61%
|
||
| 9 | Consumer Discretionary |
2.26%
|
|
| 10 | Communication Services |
2.23%
|
|
| 11 | E-Commerce/E-Retail |
2.18%
|
|
| 12 |
2.16%
|
AMC: FRANKLINTEMPLETON
Category: Hybrid • Aggressive
Launch Date: 01 Jan 2013
Fund Manager: Mr. Rajasa Kakulavarapu
Minimum Purchase: ₹5,000
Exit Load: Upto 10% of the Units may be redeemed without any exit load within 1 year from the date of allotment. Any redemption in excess of the above limit shall be subject to the following exit load: 1.00% - if redeemed on or before 1 year from the date of allotment. Nil - if redeemed after 1 year from the date of allotment.
Lock-in: 1
Risk: Moderate Risk
Franklin India Aggressive Hybrid Fund - Direct Plan is managed by FRANKLINTEMPLETON and belongs to the Hybrid category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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