| Category: Hybrid: Aggressive |
| Launch Date: 10-12-1999 |
| Asset Class: Mixed Asset |
| Benchmark: NIFTY 50 TRI |
| Expense Ratio: 2.19% As on (31-12-2020) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,322.83 Cr As on (31-01-2021) |
| Turn over: 18.89 |
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Franklin India Equity Hybrid Fund - Growth Plan | 24.06 | 10.72 | 13.05 | 12.81 | 13.76 |
| NIFTY 50 TRI | 28.18 | 14.04 | 17.9 | 12.41 | 13.95 |
| Hybrid: Aggressive | 20.82 | 9.52 | 13.64 | 11.79 | 12.55 |
Mayank Bukrediwala
The scheme seeks to achieve long-term capital appreciation with stability of investment and current income from a balanced portfolio of high quality equity and fixed-income securities.
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Franklin India Equity Hybrid Fund - Growth Plan | 9.38 | 1.27 | -1.55 | 0.98 | 7.87 | 2.22 |
| Hybrid: Aggressive | - | - | - | - | - | - |
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| Franklin India Equity Hybrid Fund - Growth Plan | 10-12-1999 | 24.06 | 16.52 | 10.72 | 13.05 | 12.81 |
| JM Equity Hybrid Fund-Growth | 01-04-1995 | 41.08 | 13.73 | 9.55 | 11.87 | 10.75 |
| Quant Absolute Fund-Growth Option | 21-03-2001 | 39.89 | 24.98 | 14.92 | 16.0 | 12.99 |
| ICICI Prudential Equity & Debt Fund - Growth | 05-11-1999 | 27.1 | 17.6 | 10.38 | 15.72 | 14.78 |
| UTI - Hybrid Equity Fund - Regular Plan - Growth | 20-03-1995 | 26.14 | 14.22 | 7.08 | 12.94 | 10.68 |
| HDFC Hybrid Equity Fund-Growth | 05-04-2005 | 25.96 | 16.87 | 9.94 | 15.27 | 14.35 |
| Kotak Equity Hybrid - Growth | 05-11-2014 | 24.89 | 21.29 | 11.52 | 15.35 | 0.0 |
| Mahindra Manulife Hybrid Equity Nivesh Yojana - Regular Plan - Growth | 19-07-2019 | 24.16 | 0.0 | 0.0 | 0.0 | 0.0 |
| Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | 10-02-1995 | 22.85 | 13.22 | 7.15 | 12.43 | 12.03 |
| Principal Hybrid Equity Fund-Growth | 14-01-2000 | 22.85 | 13.84 | 8.26 | 16.34 | 12.86 |