Franklin India Equity Hybrid Fund Overview
Category Aggressive Hybrid Fund
BMSMONEY Rank 7
BMSMONEY Rating
Gro. Opt. As On: 17-01-2025
NAV ₹257.62(R) -0.34% ₹292.85(D) -0.33%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 14.25% 12.38% 15.22% 11.82% 11.24%
LumpSum (D) 15.45% 13.56% 16.41% 13.02% 12.54%
SIP (R) 5.84% 16.54% 16.8% 15.16% 13.25%
SIP (D) 6.99% 17.79% 18.03% 16.34% 14.47%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.76 0.38 0.78 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
9.26% -11.54% -8.42% - 6.59%
Top Aggressive Hybrid Fund
Fund Name Rank Rating
JM Aggressive Hybrid Fund 1
Edelweiss Aggressive Hybrid Fund 2
UTI Aggressive Hybrid Fund 3
Kotak Equity Hybrid Fund 4
Invesco India Aggressive Hybrid Fund 5
Bank of India Mid & Small Cap Equity & Debt Fund 6

NAV Date: 17-01-2025

Scheme Name NAV Rupee Change Percent Change
Franklin India Equity Hybrid Fund - IDCW 30.05
-0.1000
-0.3400%
Franklin India Equity Hybrid Fund - Direct - IDCW 35.5
-0.1200
-0.3300%
Franklin India Equity Hybrid Fund - Growth Plan 257.62
-0.8700
-0.3400%
Franklin India Equity Hybrid Fund - Direct - Growth 292.85
-0.9800
-0.3300%

Review Date: 17-01-2025

Franklin India Equity Hybrid Fund has shown good performance in the Aggressive Hybrid Fund category. The fund has rank of 7 out of 26 funds in the category. The fund has delivered return of 14.25% in 1 year, 12.38% in 3 years, 15.22% in 5 years and 11.24% in 10 years. The category average for the same periods is 13.62%, 11.2%, 15.35% and 11.15% respectively, which shows good return performance of fund in the category. The fund has exhibited standard deviation of 9.26, VaR of -11.54, Average Drawdown of -4.07, Semi Deviation of 6.59 and Max Drawdown of -8.42. The category average for the same parameters is 10.17, -11.85, -4.41, 7.13 and -9.87 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 ₹11545.0 in 1 year, ₹14644.0 in 3 years and ₹21379.0 in 5 years as of today (17-01-2025).
  2. An SIP of ₹1,000 per month in Franklin India Equity Hybrid Fund direct growth option would have grown to ₹12450.0 in 1 year, ₹46827.0 in 3 years and ₹94143.0 in 5 years as of today (17-01-2025).
  3. standard deviation of 9.26 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 0.76 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 % -3.94
-4.70
-7.61 | -2.50 8 | 27 Good
3M Return % -3.26
-4.89
-7.60 | -3.26 1 | 27 Very Good
6M Return % -1.28
-2.85
-9.40 | 1.46 5 | 27 Very Good
1Y Return % 14.25
13.62
7.21 | 20.68 12 | 27 Good
3Y Return % 12.38
11.20
5.71 | 18.58 10 | 26 Good
5Y Return % 15.22
15.35
10.51 | 24.31 9 | 24 Good
7Y Return % 11.82
11.70
8.20 | 16.36 9 | 19 Good
10Y Return % 11.24
11.15
7.75 | 14.58 10 | 16 Average
15Y Return % 12.40
11.94
8.28 | 15.62 4 | 13 Very Good
1Y SIP Return % 5.84
4.11
-6.50 | 11.04 10 | 27 Good
3Y SIP Return % 16.54
15.43
11.30 | 23.29 10 | 26 Good
5Y SIP Return % 16.80
16.56
11.98 | 23.74 11 | 24 Good
7Y SIP Return % 15.16
15.45
11.25 | 21.04 9 | 19 Good
10Y SIP Return % 13.25
13.43
10.34 | 17.45 9 | 16 Average
15Y SIP Return % 13.34
13.30
9.61 | 16.74 7 | 13 Good
Standard Deviation 9.26
10.17
8.77 | 13.61 3 | 26 Very Good
Semi Deviation 6.59
7.13
6.06 | 9.86 6 | 26 Very Good
Max Drawdown % -8.42
-9.87
-18.23 | -6.12 11 | 26 Good
VaR 1 Y % -11.54
-11.85
-19.78 | -8.42 15 | 26 Average
Average Drawdown % -4.07
-4.41
-6.37 | -2.59 10 | 26 Good
Sharpe Ratio 0.76
0.58
0.02 | 1.27 8 | 26 Good
Sterling Ratio 0.78
0.68
0.29 | 1.25 8 | 26 Good
Sortino Ratio 0.38
0.30
0.03 | 0.80 8 | 26 Good
Return data last Updated On : Jan. 17, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -3.85 -4.61 -7.50 | -2.44 8 | 27
3M Return % -2.99 -4.61 -7.22 | -2.99 1 | 27
6M Return % -0.75 -2.26 -8.80 | 2.13 6 | 27
1Y Return % 15.45 15.00 8.97 | 22.67 12 | 27
3Y Return % 13.56 12.53 6.96 | 20.17 9 | 26
5Y Return % 16.41 16.71 11.77 | 25.56 10 | 24
7Y Return % 13.02 12.89 9.12 | 17.60 9 | 19
10Y Return % 12.54 12.27 8.94 | 15.56 8 | 16
1Y SIP Return % 6.99 5.39 -5.25 | 12.89 12 | 27
3Y SIP Return % 17.79 16.81 12.93 | 25.19 10 | 26
5Y SIP Return % 18.03 17.96 13.35 | 25.06 10 | 24
7Y SIP Return % 16.34 16.67 12.98 | 22.22 9 | 19
10Y SIP Return % 14.47 14.56 11.57 | 18.58 9 | 16
Standard Deviation 9.26 10.17 8.77 | 13.61 3 | 26
Semi Deviation 6.59 7.13 6.06 | 9.86 6 | 26
Max Drawdown % -8.42 -9.87 -18.23 | -6.12 11 | 26
VaR 1 Y % -11.54 -11.85 -19.78 | -8.42 15 | 26
Average Drawdown % -4.07 -4.41 -6.37 | -2.59 10 | 26
Sharpe Ratio 0.76 0.58 0.02 | 1.27 8 | 26
Sterling Ratio 0.78 0.68 0.29 | 1.25 8 | 26
Sortino Ratio 0.38 0.30 0.03 | 0.80 8 | 26
Return data last Updated On : Jan. 17, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D -0.34 ₹ 9,966.00 -0.33 ₹ 9,967.00
1W -0.86 ₹ 9,914.00 -0.84 ₹ 9,916.00
1M -3.94 ₹ 9,606.00 -3.85 ₹ 9,615.00
3M -3.26 ₹ 9,674.00 -2.99 ₹ 9,701.00
6M -1.28 ₹ 9,872.00 -0.75 ₹ 9,925.00
1Y 14.25 ₹ 11,425.00 15.45 ₹ 11,545.00
3Y 12.38 ₹ 14,191.00 13.56 ₹ 14,644.00
5Y 15.22 ₹ 20,307.00 16.41 ₹ 21,379.00
7Y 11.82 ₹ 21,865.00 13.02 ₹ 23,555.00
10Y 11.24 ₹ 29,012.00 12.54 ₹ 32,590.00
15Y 12.40 ₹ 57,747.00 ₹

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 5.84 ₹ 12,376.39 6.99 ₹ 12,449.94
3Y ₹ 36000 16.54 ₹ 46,003.28 17.79 ₹ 46,826.93
5Y ₹ 60000 16.80 ₹ 91,332.84 18.03 ₹ 94,143.24
7Y ₹ 84000 15.16 ₹ 144,251.02 16.34 ₹ 150,505.66
10Y ₹ 120000 13.25 ₹ 239,709.12 14.47 ₹ 255,822.36
15Y ₹ 180000 13.34 ₹ 534,472.20 ₹


Date Franklin India Equity Hybrid Fund NAV Regular Growth Franklin India Equity Hybrid Fund NAV Direct Growth
17-01-2025 257.6171 292.846
16-01-2025 258.488 293.8273
15-01-2025 257.3008 292.4691
14-01-2025 256.3303 291.3574
13-01-2025 255.6762 290.6054
10-01-2025 259.8428 295.3149
09-01-2025 261.5287 297.2223
08-01-2025 262.9259 298.8012
07-01-2025 264.3608 300.4231
06-01-2025 263.7573 299.7283
03-01-2025 266.8309 303.1942
02-01-2025 267.9171 304.4194
01-01-2025 265.4943 301.6577
31-12-2024 264.5241 300.5463
30-12-2024 264.6268 300.6542
27-12-2024 264.8625 300.895
26-12-2024 264.7811 300.7937
24-12-2024 264.2796 300.2061
23-12-2024 264.3136 300.2358
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

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.