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MF_118546

Franklin India Aggressive Hybrid Fund - Direct - Growth

Hybrid Scheme - Aggressive Hybrid Fund

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End Amount
₹53,212.23
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
12.84%
MF_118546 Return
Benchmark CAGR
11.63%
Nifty 50
Inflation Adj. CAGR
7.62%
Real Annualized Return
Alpha
0.03
Excess Return vs Benchmark
Beta
0.72
Volatility vs Benchmark
Sharpe Ratio
0.60
Risk-Adjusted Return
Sortino Ratio
0.90
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 52% 14% 27%
60 days 52% 10% 15%
90 days 52% 9% 11%
180 days 52% 7% 6%
1Yr 54% 6% 4%
3Yr 52% 4% 2%
5Yr 53% 2% 2%
7Yr 44% 1% 1%
10Yr 61% 1% 1%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Franklin India Aggressive Hybrid Fund - Direct - Growth Nifty 50
30 days -20.1% | -49.5% | 16.1% | 134.4% 26.6% | -61.9% | 14.2% | 180.7%
60 days -30.0% | -35.9% | 16.3% | 93.4% -23.0% | -45.3% | 16.7% | 120.0%
90 days -24.3% | -30.0% | 15.5% | 79.3% -25.0% | -37.7% | 15.3% | 102.4%
1 Year -7.4% | -7.6% | 11.1% | 52.1% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 9.0% | 1.9% | 14.7% | 23.5% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 8.2% | 5.1% | 13.1% | 21.1% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 12.0% | 10.2% | 13.4% | 15.4% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 10.8% | 11.2% | 13.6% | 16.1% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 14 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 15, 2013 May 15, 2013 120 days 7% Nifty 50: 9% 10180 9470 10285
May 16, 2013 Oct. 30, 2013 167 days 13% Nifty 50: 14% 10332 9017 10362
April 13, 2015 July 4, 2015 82 days 6% Nifty 50: 10% 16964 15976 16965
Aug. 19, 2015 May 26, 2016 281 days 11% Nifty 50: 18% 17356 15422 17419
Sept. 8, 2016 Feb. 18, 2017 163 days 8% Nifty 50: 12% 19355 17831 19404
Jan. 23, 2018 Aug. 9, 2018 198 days 7% Nifty 50: 9% 22817 21248 22881
Aug. 31, 2018 March 29, 2019 210 days 10% Nifty 50: 14% 23303 21028 23459
July 4, 2019 Oct. 31, 2019 119 days 7% Nifty 50: 10% 23931 22148 23984
Jan. 24, 2020 Nov. 5, 2020 286 days 28% Nifty 50: 38% 24862 17946 24920
Jan. 13, 2021 Feb. 3, 2021 21 days 5% Nifty 50: 6% 29735 28169 29931
Oct. 18, 2021 Sept. 10, 2022 327 days 13% Nifty 50: 16% 36581 31680 36637
Dec. 1, 2022 May 31, 2023 181 days 6% Nifty 50: 10% 37988 35633 37993
Sept. 23, 2024 June 6, 2025 256 days 10% Nifty 50: 15% 56041 50345 56148
Nov. 20, 2025 Oct. 30, 2026 344 days 11% Nifty 50: 15% 57734 51585 53212