Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0
Franklin India Aggressive Hybrid Fund - IDCW Franklin India Aggressive Hybrid Fund - IDCW

Franklin India Aggressive Hybrid Fund - Portfolio Analysis

  • ₹29.38 (-0.1%)

    Current NAV 07-07-2025

  • -2.31%

    Returns

  • Min. SIP ₹500

    Min. Investment ₹5000

Invest Now Compare

Invest Now WhatsApp Chat
Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Asset Allocation (As on 31-May-2025)

Allocation of Equity and Debt Asset Classes.

  • Equity 67.38%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Large Cap 50.45
Small Cap 11.04
Mid Cap 5.9
Others 0

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Financial Services

Consumer Cyclical

Industrials

Technology

Healthcare

Communication Services

Consumer Defensive

Utilities

Energy

Basic Materials

Real Estate

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
08-Jul-2025
Holdings PE Ratio
08-Jul-2025
1Y Return
HDFC Bank Ltd Large Cap Financial Services (20.48) 7.36% 21.66 22.33%
ICICI Bank Ltd Large Cap Financial Services (20.48) 5.95% 20.16 16.77%
Larsen & Toubro Ltd Large Cap Industrials (31.79) 3.47% 33.77 -0.55%
Axis Bank Ltd Large Cap Financial Services (24.43) 3% 28.68 29.81%
Bharti Airtel Ltd Large Cap Communication Services (50.76) 3% 35.11 41.56%
Infosys Ltd Large Cap Technology (30.62) 2.93% 25.5 -1.34%
Reliance Industries Ltd Large Cap Energy (37.44) 2.79% 29.88 -3.94%
HCL Technologies Ltd Large Cap Technology (30.62) 2.13% 26.59 11.14%
Eternal Ltd Large Cap Consumer Cyclical (36.51) 1.8% -10.49 85.47%
United Spirits Ltd Large Cap Consumer Defensive (30.79) 1.69% 0 0%
NTPC Ltd Large Cap Utilities (26.87) 1.6% 14.21 -9.08%
Maruti Suzuki India Ltd Large Cap Consumer Cyclical (31.12) 1.46% 27.58 4.29%
GAIL (India) Ltd Large Cap Utilities (12.85) 1.46% 9.89 -12.52%
UltraTech Cement Ltd Large Cap Basic Materials (55.96) 1.44% 44.61 34.3%
Sun Pharmaceuticals Industries Ltd Large Cap Healthcare (39.43) 1.39% 36.72 7.51%
State Bank of India Large Cap Financial Services (8.95) 1.39% 9.35 -5.12%
Apollo Hospitals Enterprise Ltd Mid Cap Healthcare (47.82) 1.38% 75.24 19.75%
Tata Motors Ltd Large Cap Consumer Cyclical (95.46) 1.35% 40.82 136.49%
PB Fintech Ltd Mid Cap Financial Services (76.58) 1.29% 615.37 84.19%
HDFC Life Insurance Co Ltd Large Cap Financial Services (19.51) 1.21% 94.76 28.25%
Crompton Greaves Consumer Electricals Ltd Small Cap Consumer Cyclical (72.57) 1.13% 40.65 -14.28%
Eris Lifesciences Ltd Registered Shs Small Cap Healthcare (39.43) 1.08% 66.06 65.69%
Hindustan Unilever Ltd Large Cap Consumer Defensive (38.82) 0.99% 0 0%
Jubilant Foodworks Ltd Mid Cap Consumer Cyclical (71.34) 0.96% 215.75 19.81%
Lemon Tree Hotels Ltd Small Cap Consumer Cyclical (71.34) 0.94% 59.01 -0.44%
Intellect Design Arena Ltd Small Cap Technology (30.78) 0.94% 47.77 5.38%
PNB Housing Finance Ltd Small Cap Financial Services (17.76) 0.86% 14.59 36.96%
Sapphire Foods India Ltd Small Cap Consumer Cyclical 0.84% - 0%
Tube Investments of India Ltd Ordinary Shares Mid Cap Industrials (43.61) 0.84% 84.14 -32.43%
Amber Enterprises India Ltd Ordinary Shares Small Cap Consumer Cyclical (72.85) 0.81% 104.08 66.16%
Amara Raja Energy & Mobility Ltd Small Cap Industrials (29.5) 0.8% 18.68 -42.73%
Tech Mahindra Ltd Large Cap Technology (30.62) 0.79% 37.68 11.53%
Bharat Electronics Ltd Large Cap Industrials (53.47) 0.79% 57.31 28.78%
Metropolis Healthcare Ltd Small Cap Healthcare (64.18) 0.77% -1.11 36.82%
Prestige Estates Projects Ltd Mid Cap Real Estate (79.65) 0.74% 153.42 -6.28%
Indus Towers Ltd Ordinary Shares Large Cap Communication Services (13.78) 0.73% 10.85 5.86%
V-Mart Retail Ltd Small Cap Consumer Cyclical (99.78) 0.71% 0 -4.25%
Marico Ltd Mid Cap Consumer Defensive (101.43) 0.69% 23.47 -0.76%
InterGlobe Aviation Ltd Large Cap Industrials (31.19) 0.67% 30.89 36.95%
Kirloskar Oil Engines Ltd Small Cap Industrials (42.43) 0.67% 25.77 -37.85%
Pearl Global Industries Ltd Small Cap Consumer Cyclical (55.77) 0.6% 27.73 99.81%
Tata Steel Ltd Large Cap Basic Materials (24.06) 0.58% 59.12 -5.98%
Chemplast Sanmar Ltd Small Cap Basic Materials (28.27) 0.54% -51.64 -23.26%
Cholamandalam Investment and Finance Co Ltd Large Cap Financial Services (26.13) 0.48% 28.3 41.05%
TeamLease Services Ltd Small Cap Industrials (46.46) 0.33% 47.17 15.27%
Numero Uno International Ltd ** ^^ 0% - 0%
Globsyn Technologies Ltd ** ^^ 0% - 0%
IndusInd Bank Ltd Mid Cap Financial Services (20.48) 0% 25.78 -40.71%
Oil & Natural Gas Corp Ltd Large Cap Energy (9.25) 0% 8.4 -16.2%
Zensar Technologies Ltd Small Cap Technology (36.96) 0% 25.69 109.02%

Discover More with Premium Access

View Stock Information
girl-img

If you Have any Specific Question Chat with our Expert Investment Advisor

Chat on WhatsApp
Is this right fund for you?
test-img

1/3

What is your investing style?
  • Aggressive investment styleAggressive

  • Quality investment styleQuality

  • Conservative investment styleConservative

Frequently Asked Questions

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

Top 5 holdings for Franklin India Aggressive Hybrid Fund ?

The top holdings of this fund are

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 Sector for Franklin India Aggressive Hybrid Fund ?

The major sectors of this fund are .

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

Add to Cart Successfully