VALARTH See the full analysis in the appOpen in app
Aggressive Hybrid · Hybrid

Franklin India Aggressive Hybrid Fund

Franklin Templeton Asset Management (India) Private Limited
Benchmark
CRISIL Hybrid 35+65 - Aggressive Index
Riskometer
Very High
Size
₹2,245 cr
Allotted
10 Dec 1999
Holdings as of
30 Sep 2026

Franklin India Aggressive Hybrid Fund is a aggressive hybrid fund of Franklin Templeton Asset Management (India) Private Limited with ₹2,245 cr under management. It is ahead of its benchmark (CRISIL Hybrid 35+65 - Aggressive Index) in 3 of 4 periods. Its direct plan charges 1.12% a year. Rajasa Kakulavarapu has managed it for 5.1 years.

Has Franklin India Aggressive Hybrid Fund beaten its benchmark?

Ahead of its benchmark, CRISIL Hybrid 35+65 - Aggressive Index, in 3 of 4 periods in AMFI's figures; −4.85% over the last year against −2.82%.

Period returns

Direct Plan, growth · 3y and longer a year
PeriodFundNifty 500 TRIAhead
1 month−3.38% −3.60% —
3 months−3.95% −5.03% —
6 months−1.25% −1.83% —
1 year−4.85% −4.06% −0.79 pts
3 years+8.54% +9.27% −0.73 pts
5 years+8.31% +8.00% +0.31 pts
10 years+10.98% +12.69% −1.71 pts
Since start
from 1 Jan 2013
+12.99%——
Valarth price history to 13 Oct 2026 · the index is the one the fund is nearest; — not on record

Official figures

AMFI performance feed, 13 Oct 2026
Ahead of its benchmark (CRISIL Hybrid 35+65 - Aggressive Index) in 3 of 4 periods.
PeriodDirectRegularBenchmarkAheadRank
1y −4.85%−5.90%−2.82% −2.03 🔒
3y +8.52%+7.36%+7.99% +0.53 🔒
5y +8.30%+7.15%+7.06% +1.24 🔒
10y +10.97%+9.73%+10.77% +0.20 🔒
Ahead in points a year · its rank among Aggressive Hybrid funds, and how steady the lead is, in the app

Value of 100, month-end

Oct 2016 to 13 Oct 2026
50100150200250300350400 20172019202120232025
Fund 282Nifty 500 TRI 327

₹100 put in at the start of Oct 2016 would be ₹282 on 13 Oct 2026, against ₹327 in the Nifty 500 TRI.

Risk, falls and every year

🔒 Pro
Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.

What does Franklin India Aggressive Hybrid Fund cost?

1.12% a year on the direct plan, 2.23% on the regular plan; 16 of 30 funds in its category charge less.

Direct plan
1.12% a year
Category median 1.08%
Regular plan
2.23% a year
Category median 2.20%
Gap
1.11 points
for the same holdings
16 of 30 funds in its category charge less on the direct plan.
Expense report, Oct 2026 · Hybrid Scheme - Aggressive Hybrid Fund

What the regular plan costs you over time

🔒 Pro
The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages Franklin India Aggressive Hybrid Fund?

Rajasa Kakulavarapu, since 6 Sep 2021; Chandni Gupta, since 7 Mar 2024; Anuj Tagra, since 7 Mar 2024.

Rajasa Kakulavarapu
Equity
5.1 years
since 6 Sep 2021
Chandni Gupta
Ajay Argal Debt
2.6 years
since 7 Mar 2024
Anuj Tagra
dedicated for making investments for Foreign Securities for Equity portfolio
2.6 years
since 7 Mar 2024
Benchmark as filedCRISIL Hybrid 35+65 - Aggressive Index
Exit load
In respect of each purchase of Units • Upto 10% of the Units may be redeemed without any exit load within 1 year from the date of allotment. • Any redemption in excess of the above limit shall be subject to the following exit load: o 1.00% - if redeemed on or before 1 year from the date of allotment o Nil - if redeemed after 1 year from the date of allotment
From 122 Scheme Summary Documents filed with NSE, first on 12 Apr 2026; as on 13 Oct 2026

What does Franklin India Aggressive Hybrid Fund hold?

78 holdings as of 30 Sep 2026; the ten largest are 28.6% of the fund, the largest 0.00% Jubilant Bevco Ltd (31-May-2028) at 5.0%.

Mix

Holdings as of 30 Sep 2026
Equity90.7%Debt6.5%Cash2.8%Other0.0%
Holdings
78
63 shares
Top ten
28.6%
of the fund
Effective holdings
49.3
spread, as if equal-weighted
Matched to our table
78%
of the equity

Five largest

% of fund
0.00% Jubilant Bevco Ltd (31-May-2028)4.96%
0.00% Jubilant Beverages Ltd (31-May-2028) **3.03%

Five largest industries

% of fund
Banks14.4%
CRISIL AAA12.1%
CRISIL AA8.80%
Automobiles5.10%
Capital Markets4.50%

By company size

% of equity · SEBI size lists
Large Cap54.4%Mid Cap20.5%Small Cap25.1%

How does Franklin India Aggressive Hybrid Fund score against its category?

Seven scores against funds of its kind, and the warning signs it trips.

Scorecard

🔒 Pro
Seven scores, each out of 5, against funds in its category, with the reasons, and the warning signs it trips: in the app.

Are the companies inside any good?

The holdings by valuation, forensic risk, business quality and balance sheet, weighted by their share of the fund.

The companies inside

🔒 Pro
The holdings weighted by their share of the fund: P/E and ROE, forensic risk levels, Valarth's valuation view, quality, moats, balance sheets and who owns them: in the app.

How is Franklin India Aggressive Hybrid Fund run?

Turnover, what it bought and sold, its cash and its record in new listings, from its monthly holdings files.

How it is run

🔒 Pro
Turnover, what it bought and sold and when, how long it holds, size drift, cash and its record in new listings, from up to two years of monthly holdings files: in the app.

Which funds hold much the same?

The index it is nearest and the funds whose holdings overlap most.

not an index tracker
Nearest to the Nifty 50: 67% of it differs from the index (an active fund is usually above 60%).
Active share 67.0%60%

Funds that hold much the same

% of holdings in common
Franklin India Balanced Advantage Fund89.8% the same
60 shared holdings
Franklin India Retirement Fund49.6% the same
52 shared holdings

How much is in its sponsor's own group?

Holdings in companies of the fund house's sponsor group, beside the index.

Related-party exposure

🔒 Pro
How much of the fund is in companies of its sponsor's own group, beside what the index holds of them: in the app.

Questions people ask

Who manages Franklin India Aggressive Hybrid Fund?

Rajasa Kakulavarapu (Equity) since 6 Sep 2021; Chandni Gupta (Ajay Argal Debt) since 7 Mar 2024; Anuj Tagra (dedicated for making investments for Foreign Securities for Equity portfolio) since 7 Mar 2024.

What is the expense ratio of Franklin India Aggressive Hybrid Fund?

1.12% a year on the direct plan and 2.23% on the regular plan (expense report, Oct 2026).

How has Franklin India Aggressive Hybrid Fund done?

Its direct plan returned +8.52% a year over 3 years against +7.99% for its benchmark, CRISIL Hybrid 35+65 - Aggressive Index, as of 13 Oct 2026.

Inside the app

See Franklin India Aggressive Hybrid Fund beside your own funds in Valarth

Start freeStart free
A Valarth stock page: the share price with its chart and 52-week range, valuation and profitability figures, and a scorecard of health checks.
Stock pagePrice, valuation, profitability and a scorecard of health checks for every company, each figure explained.
The Valarth stock screener: a table of companies with price, market cap, P/E, P/B, PEG, EPS and ROE, and filters down the left.
ScreenerEvery listed company, filtered on 212 figures, each with a plain-language lesson beside it.
The Valarth AI Screener answering 'Which companies will benefit from India's Project 75 submarine programme?' with a basket of four naval shipbuilders and a written thesis.
AI ScreenerAsk a question in plain English, like which companies benefit from India's Project 75. It reads the intent, builds the screen and writes the thesis.
A Valarth business-model card for State Bank of India, with a plain-language summary and statements verified against the filing.
Business modelHow a company makes money and what can hurt it, each statement checked against its annual report.
Valarth's Before the Bell edition, with the day's headline, regulator notes and sector moves.
Before the BellA morning edition before the market opens: what moved, which rule changed, and what it means for your holdings.

Franklin India Aggressive Hybrid Fund in the app: beside your own funds, with what you own through them

Share this page