MonitorDirect · Growth
Franklin India Aggressive Hybrid Fund
Franklin Templeton Mutual FundHybrid Scheme - Aggressive Hybrid Fund13.7 years
- NAV
- 302.324
- 15 Sept 2026
- 1Y
- -0.8%
- Trailing CAGR
- AUM
- ₹2,364.53 Cr
- 31 Aug 2026
- Volatility
- Medium
- 11.1% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-0.8%
- 3Y+9.4%
- 5Y+9.7%
- 10Y+11.2%
- SI+13.4%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-0.7%
- 3Y+4.4%
- 5Y+9.2%
- 10Y+11.9%
- Since inception
- +13.4%
- Calendar-day CAGR
- Excess 1Y
- -4.5%
- Category median, same plan and option
- 3Y win rate
- +80%
- Windows beating the median
- 3Y percentile
- 25
- Vs comparable share classes
- Worst rolling 3Y
- -2.8%
- 2636 daily-ending windows
- Median rolling 3Y
- +14.7%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2144 daily-ending windows
- SIP 3Y XIRR
- +4.4%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 11 days
- 189 recovered episodes
- Longest recovery
- 227 days
- Trough to prior peak
- Current spell
- 295 days
- Days below latest peak
- Time below peak
- +85%
- NAV observations
24 Jan 2020 – 5 Nov 2020
Trough 23 Mar 2020 · recovered in 227 days
-27.8%
18 Oct 2021 – 12 Sept 2022
Trough 20 Jun 2022 · recovered in 84 days
-13.4%
16 May 2013 – 30 Oct 2013
Trough 28 Aug 2013 · recovered in 63 days
-12.7%
19 Aug 2015 – 26 May 2016
Trough 25 Feb 2016 · recovered in 91 days
-11.1%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
25
Vs category
22
Consistency
71
Risk-adjusted
62
Drawdown
31
Mean
42
Portfolio
31 Aug 2026 · 79 holdings · top 10 are 29.8%.
- Top 5
- 17.3%
- Top 10
- 29.8%
- Largest holding
- 4.7%
- Effective holdings
- 55.2
JUBILANT BEVCO LIMITED NCD 31MY28 FVRS1LAC
Consumer Staples
4.7%
HDFC Bank Ltd
Financial
3.4%
ICICI Bank Ltd
Financial
3.2%
State Bank of India
Financial
3.0%
Axis Bank Ltd
Financial
2.9%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
11 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
10 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
Supporting reads
- The fund beat the category median in 80% of rolling 3-year windows.
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Union Aggressive Hybrid Fund
Union Mutual Fund
- 1Y
- +1.6%
- 3Y
- +9.7%
- Vol
- 10.6%
- Max DD
- -15.1%
- Sharpe
- 0.67
- 3Y win
- 0%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
Caveat: Higher TER
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)
Sundaram Mutual Fund
- 1Y
- -1.7%
- 3Y
- +8.4%
- Vol
- 10.1%
- Max DD
- -13.1%
- Sharpe
- 0.35
- 3Y win
- +0%
- Lower volatility
- Shallower drawdown
Caveat: Higher TER · Lower trailing returns
Bandhan Aggressive Hybrid Fund
Bandhan Mutual Fund
- 1Y
- +5.5%
- 3Y
- +13.3%
- Vol
- 12.4%
- Max DD
- -31.5%
- Sharpe
- 0.61
- 3Y win
- +62%
- Lower TER
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Edelweiss Aggressive Hybrid Fund
Edelweiss Mutual Fund
- 1Y
- +1.3%
- 3Y
- +12.3%
- Vol
- 12.5%
- Max DD
- -28.6%
- Sharpe
- 0.69
- 3Y win
- +71%
- Lower TER
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Kotak Aggressive Hybrid Fund
Kotak Mahindra Mutual Fund
- 1Y
- +4.7%
- 3Y
- +12.5%
- Vol
- 15.5%
- Max DD
- -47.4%
- Sharpe
- 0.08
- 3Y win
- +49%
- Lower TER
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown