Franklin India Aggressive Hybrid Fund - IDCW
Category: Hybrid: Aggressive
Launch Date: 10-12-1999
AUM:
₹ 2,163.53 Cr
Expense Ratio
2.07%
Benchmark
CRISIL Hybrid 35+65 - Aggressive Index
ISIN
INF090I01825
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
Rajasa Kakulavarapu, Ajay Argal, Chandni Gupta, Anuj Tagra, Sandeep Manam
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Franklin India Aggressive Hybrid Fund - IDCW | 0.76 | 12.39 | 7.62 |
| Benchmark | - | - | - |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
28.482
Last change
-0.13 (-0.4701%)
Fund Size (AUM)
₹ 2,163.53 Cr
Performance
11.7% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The investment objective of the scheme is to provide long-term growth of capital and current income by investing in equity and equity related securities and fixed income instruments.
Fund Manager
Rajasa Kakulavarapu, Ajay Argal, Chandni Gupta, Anuj Tagra, Sandeep Manam
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 5.21 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 5.02 |
| Jubilant Bevco Limited | 5.01 |
| RELIANCE INDUSTRIES LIMITED EQ | 4.1 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 3.49 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 3.21 |
| Jubilant Beverages Limited | 3.06 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 3.05 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 2.8 |
| INFOSYS LIMITED EQ FV RS 5 | 2.52 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 23.6 |
| Healthcare | 5.03 |
| Capital Goods | 4.9 |
| Information Technology | 4.75 |
| Oil, Gas & Consumable Fuels | 4.12 |
| Automobile and Auto Components | 3.96 |
| Fast Moving Consumer Goods | 3.73 |
| Power | 3.41 |
| Telecommunication | 3.05 |
| Consumer Services | 2.93 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Franklin India Aggressive Hybrid Fund IDCW | 7.62 |
| Bank of India Mid & Small Cap Equity & Debt Reg Gr | 17.45 |
| quant Aggressive Hybrid Fund Gr Reg Plan | 14.12 |
| HSBC Aggressive Hybrid Fund Reg Gr | 11.64 |
| Bandhan Aggr Hyb Fund Reg Gr | 13.21 |
| Kotak Aggressive Hybrid Fund Reg Gr | 13.38 |
| Navi Aggressive Hybrid Reg Gr | 11.31 |
| Mirae Asset Aggressive Hybrid Reg Gr | 11.5 |
| SBI Equity Hybrid Reg Gr | 11.99 |
| ICICI Pru Equity & Debt Gr | 17.84 |