Franklin India Equity Hybrid Fund Overview
Category Aggressive Hybrid Fund
BMSMONEY Rank 10
BMSMONEY Rating
Gro. Opt. As On: 20-12-2024
NAV ₹263.01(R) -1.02% ₹298.72(D) -1.02%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 19.89% 15.53% 16.16% 12.29% 11.97%
LumpSum (D) 21.14% 16.74% 17.36% 13.5% 13.28%
SIP (R) -35.08% 13.97% 16.8% 15.39% 13.57%
SIP (D) -34.32% 15.26% 18.07% 16.6% 14.79%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.82 0.41 0.82 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
9.22% -11.54% -8.21% - 6.6%
Top Aggressive Hybrid Fund
Fund Name Rank Rating
JM Aggressive Hybrid Fund 1
Kotak Equity Hybrid Fund 2
UTI Aggressive Hybrid Fund 3
Icici Prudential Equity & Debt Fund 4
Invesco India Aggressive Hybrid Fund 5
Edelweiss Aggressive Hybrid Fund 6

NAV Date: 20-12-2024

Scheme Name NAV Rupee Change Percent Change
Franklin India Equity Hybrid Fund - IDCW 30.68
-0.3200
-1.0200%
Franklin India Equity Hybrid Fund - Direct - IDCW 36.21
-0.3700
-1.0200%
Franklin India Equity Hybrid Fund - Growth Plan 263.01
-2.7200
-1.0200%
Franklin India Equity Hybrid Fund - Direct - Growth 298.72
-3.0800
-1.0200%

Review Date: 20-12-2024

Franklin India Equity Hybrid Fund has shown good performance in the Aggressive Hybrid Fund category. The fund has rank of 10 out of 26 funds in the category. The fund has delivered return of 19.89% in 1 year, 15.53% in 3 years, 16.16% in 5 years and 11.97% in 10 years. The category average for the same periods is 19.65%, 14.85%, 16.16% and 11.83% respectively, which shows good return performance of fund in the category. The fund has exhibited standard deviation of 9.22, VaR of -11.54, Average Drawdown of -4.02, Semi Deviation of 6.6 and Max Drawdown of -8.21. The category average for the same parameters is 10.06, -11.75, -4.11, 7.12 and -9.25 respectively. The fund has low risk in the category.

Key Points:

  1. An investment of ₹10,000 in Franklin India Equity Hybrid Fund direct growth option would have grown to ₹12114.0 in 1 year, ₹15909.0 in 3 years and ₹22266.0 in 5 years as of today (20-12-2024).
  2. An SIP of ₹1,000 per month in Franklin India Equity Hybrid Fund direct growth option would have grown to ₹9628.0 in 1 year, ₹45164.0 in 3 years and ₹94198.0 in 5 years as of today (20-12-2024).
  3. standard deviation of 9.22 and based on VaR one can expect to lose more than -11.54% of current value of fund in one year.
  4. Sharpe ratio of the fund is 0.82 which shows good performance of fund in the aggressive hybrid fund category.


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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 2.05
2.09
0.42 | 5.63 13 | 28 Good
3M Return % -3.14
-4.51
-10.95 | 0.18 6 | 28 Very Good
6M Return % 3.91
2.94
-7.92 | 9.50 9 | 27 Good
1Y Return % 19.89
19.65
14.60 | 30.01 11 | 28 Good
3Y Return % 15.53
14.85
8.93 | 23.60 10 | 26 Good
5Y Return % 16.16
16.16
11.55 | 27.08 10 | 25 Good
7Y Return % 12.29
12.29
8.98 | 16.82 10 | 20 Good
10Y Return % 11.97
11.83
8.41 | 15.01 10 | 16 Average
15Y Return % 12.87
12.53
9.04 | 16.05 4 | 13 Very Good
1Y SIP Return % -35.08
-35.01
-39.59 | -28.09 10 | 25 Good
3Y SIP Return % 13.97
13.58
8.42 | 23.51 11 | 23 Good
5Y SIP Return % 16.80
16.85
11.64 | 25.75 11 | 22 Good
7Y SIP Return % 15.39
15.83
12.19 | 22.42 7 | 17 Good
10Y SIP Return % 13.57
13.72
10.78 | 17.49 8 | 14 Good
15Y SIP Return % 13.62
13.38
10.14 | 16.85 6 | 12 Good
Standard Deviation 9.22
10.06
8.70 | 13.76 4 | 26 Very Good
Semi Deviation 6.60
7.12
6.11 | 10.03 6 | 26 Very Good
Max Drawdown % -8.21
-9.25
-17.76 | -5.44 13 | 26 Good
VaR 1 Y % -11.54
-11.75
-19.78 | -8.42 15 | 26 Average
Average Drawdown % -4.02
-4.11
-6.25 | -2.42 14 | 26 Good
Sharpe Ratio 0.82
0.69
0.11 | 1.36 9 | 26 Good
Sterling Ratio 0.82
0.76
0.34 | 1.34 9 | 26 Good
Sortino Ratio 0.41
0.36
0.07 | 0.85 9 | 26 Good
Return data last Updated On : Dec. 20, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Nov. 29, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 2.14 2.19 0.52 | 5.76 12 | 28
3M Return % -2.88 -4.23 -10.66 | 0.50 6 | 28
6M Return % 4.47 3.56 -7.32 | 10.22 9 | 27
1Y Return % 21.14 21.13 15.64 | 32.35 11 | 28
3Y Return % 16.74 16.24 10.25 | 25.24 10 | 26
5Y Return % 17.36 17.55 12.82 | 28.32 10 | 25
7Y Return % 13.50 13.51 9.92 | 18.06 10 | 20
10Y Return % 13.28 12.94 9.60 | 16.00 8 | 16
1Y SIP Return % -34.32 -34.34 -39.33 | -26.79 10 | 26
3Y SIP Return % 15.26 14.85 9.75 | 25.47 11 | 24
5Y SIP Return % 18.07 18.10 13.07 | 27.09 11 | 23
7Y SIP Return % 16.60 16.84 13.44 | 23.61 8 | 18
10Y SIP Return % 14.79 14.67 12.01 | 18.30 8 | 15
Standard Deviation 9.22 10.06 8.70 | 13.76 4 | 26
Semi Deviation 6.60 7.12 6.11 | 10.03 6 | 26
Max Drawdown % -8.21 -9.25 -17.76 | -5.44 13 | 26
VaR 1 Y % -11.54 -11.75 -19.78 | -8.42 15 | 26
Average Drawdown % -4.02 -4.11 -6.25 | -2.42 14 | 26
Sharpe Ratio 0.82 0.69 0.11 | 1.36 9 | 26
Sterling Ratio 0.82 0.76 0.34 | 1.34 9 | 26
Sortino Ratio 0.41 0.36 0.07 | 0.85 9 | 26
Return data last Updated On : Dec. 20, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Nov. 29, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D -1.02 ₹ 9,898.00 -1.02 ₹ 9,898.00
1W -2.55 ₹ 9,745.00 -2.53 ₹ 9,747.00
1M 2.05 ₹ 10,205.00 2.14 ₹ 10,214.00
3M -3.14 ₹ 9,686.00 -2.88 ₹ 9,712.00
6M 3.91 ₹ 10,391.00 4.47 ₹ 10,447.00
1Y 19.89 ₹ 11,989.00 21.14 ₹ 12,114.00
3Y 15.53 ₹ 15,418.00 16.74 ₹ 15,909.00
5Y 16.16 ₹ 21,151.00 17.36 ₹ 22,266.00
7Y 12.29 ₹ 22,511.00 13.50 ₹ 24,258.00
10Y 11.97 ₹ 30,989.00 13.28 ₹ 34,805.00
15Y 12.87 ₹ 61,460.00 ₹

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period Invested Amount Regular Direct
XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
1Y ₹ 12000 -35.08 ₹ 9,571.08 -34.32 ₹ 9,628.19
3Y ₹ 36000 13.97 ₹ 44,334.22 15.26 ₹ 45,163.76
5Y ₹ 60000 16.80 ₹ 91,316.94 18.07 ₹ 94,197.66
7Y ₹ 84000 15.39 ₹ 145,456.67 16.60 ₹ 151,863.52
10Y ₹ 120000 13.57 ₹ 243,713.40 14.79 ₹ 260,284.32
15Y ₹ 180000 13.62 ₹ 547,254.54 ₹


Date Franklin India Equity Hybrid Fund NAV Regular Growth Franklin India Equity Hybrid Fund NAV Direct Growth
20-12-2024 263.0068 298.7246
19-12-2024 265.7258 301.8039
18-12-2024 267.1111 303.3683
17-12-2024 268.1838 304.5775
16-12-2024 269.8058 306.4105
13-12-2024 269.8943 306.4836
12-12-2024 268.7472 305.1719
11-12-2024 269.8475 306.4122
10-12-2024 269.874 306.4332
09-12-2024 269.578 306.088
06-12-2024 269.6291 306.1187
05-12-2024 269.2708 305.7028
04-12-2024 267.8492 304.0797
03-12-2024 266.9363 303.0344
02-12-2024 265.5217 301.4195
29-11-2024 264.2076 299.901
28-11-2024 262.7158 298.1988
27-11-2024 264.5268 300.2454
26-11-2024 263.6274 299.2156
25-11-2024 263.3619 298.9055
22-11-2024 260.5466 295.6838
21-11-2024 257.722 292.4695

Fund Launch Date: 10/Dec/1999
Fund Category: Aggressive Hybrid Fund
Investment Objective: The investment objective of Franklin India Balanced Fund is to provide long-term growth of capital and current income by investing in equity and equity related securities and fixed income instruments.
Fund Description: An open ended hybrid scheme investing predominantly in equity and equity related instruments
Fund Benchmark: CRISIL Hybrid 35+65 - Aggressive Index
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.