Franklin India Aggressive Hybrid Fund - Direct - IDCW
Franklin Templeton Mutual Fund Hybrid Aggressive Hybrid Fund
Expense Ratio
0.94%
AUM
₹11.57 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-34.21%
Poor
6 Months
-2.66%
Poor
1 Year
-3.67%
Poor
3 Years
+5.14%
Poor
5 Years
+5.41%
Poor
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹11.57 Cr
Recent Trend
Declining
Stability Score
3.7
Growth Assessment
Declining
Growth Performance
Historical returns
1Y
Annual Growth
-4.52%
3Y
3Y CAGR
+13.85%
5Y
5Y CAGR
-6.11%
Growth Assessment: Declining
• Temporary outflows - monitor performance
• Monitor flow patterns for liquidity risk
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Moderate - Balanced risk with moderate price fluctuations
Volatility
12.30%
Annualized standard deviation
Sharpe Ratio
0.262
Poor - Risk-adjusted return
Max Drawdown
-19.50%
Moderate - Worst decline
Consistency
55.8%
Performance consistency
Volatility Breakdown
Daily Volatility
0.77%
Average daily price movement
Annualized Volatility
12.30%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance