Franklin India Aggressive Hybrid Fund vs LIC MF Aggressive Hybrid Fund
Franklin India Aggressive Hybrid Fund and LIC MF Aggressive Hybrid Fund are both Aggressive Hybrid funds. As of 5 Nov 2026 (Direct plan, Growth option): 3-year CAGR +10.22% vs +11.90%, 5-year CAGR +9.13% vs +8.69%, volatility 10.54% vs 12.68%, maximum drawdown −27.82% vs −28.16%. Their portfolios overlap by 9.6% (8 stocks held by both).
Showing the Direct plan, Growth option. Portfolio, sector and market-cap figures are the same for every plan and option of a fund.
Key facts
| Franklin India Aggressive Hybrid | LIC MF Aggressive Hybrid | |
|---|---|---|
| Fund house | Franklin Templeton Mutual Fund | LIC Mutual Fund |
| Compared as | Aggressive Hybrid | Aggressive Hybrid |
| NAV | ₹306.3320 | ₹233.1400 |
| NAV date | 5 Nov 2026 | 5 Nov 2026 |
| Launched (first NAV) | 1 Jan 2013 | 3 Jan 2013 |
| Track record | 13.8 yrs | 13.8 yrs |
| Fund size (AUM) | ₹2,264 Cr | ₹561 Cr |
| Securities held | 77 | 56 |
| Portfolio as of | 30 Sep 2026 | 30 Sep 2026 |
| Fund page | Full record → | Full record → |
Returns
| Franklin India Aggressive Hybrid | LIC MF Aggressive Hybrid | |
|---|---|---|
| 1 month | +2.48% | +0.43% |
| 3 months | −2.60% | +0.37% |
| 6 months | −0.34% | +3.73% |
| 1 year | −2.89% | +2.12% |
| 3 years (CAGR) | +10.22% | +11.90% |
| 5 years (CAGR) | +9.13% | +8.69% |
| 7 years (CAGR) | +12.76% | +10.69% |
| 10 years (CAGR) | +11.51% | +10.23% |
| Since launch (CAGR) | +13.19% | +10.27% |
| SIP return (XIRR, 5 years) ⓘ | +8.58% | +9.73% |
Up to one year: absolute return. Beyond one year: CAGR. Computed from each fund's own NAV history (AMFI), measured to the latest NAV.
Calendar-year returns
| Franklin India Aggressive Hybrid | LIC MF Aggressive Hybrid | |
|---|---|---|
| 2026 (year to date) | −2.67% | +1.60% |
| 2025 | +4.72% | +6.73% |
| 2024 | +18.89% | +18.27% |
| 2023 | +23.90% | +20.58% |
| 2022 | +5.76% | −1.07% |
| 2021 | +25.03% | +16.96% |
Risk
| Franklin India Aggressive Hybrid | LIC MF Aggressive Hybrid | |
|---|---|---|
| Volatility (annualised) ⓘ | 10.54% | 12.68% |
| Downside volatility ⓘ | 7.52% | 8.90% |
| Sharpe ratio ⓘ | 0.36 | 0.43 |
| Sortino ratio ⓘ | 0.50 | 0.61 |
| Maximum drawdown ⓘ | −27.82% | −28.16% |
| Recovery from that fall | 7 months | 8 months |
| Current fall from peak | −3.80% | −1.61% |
| Rolling 1-year return: worst | −22.38% | −23.09% |
| Rolling 1-year return: median | +11.08% | +9.39% |
| Rolling 1-year return: best | +69.08% | +52.03% |
| Share of 1-year periods with a loss | 12.12% | 16.88% |
Against each fund's benchmark
| Franklin India Aggressive Hybrid | LIC MF Aggressive Hybrid | |
|---|---|---|
| Beta ⓘ | 0.69 | 0.79 |
| Alpha (Jensen's, annualised) ⓘ | +0.85% | +2.31% |
| R² ⓘ | 92.94 | 84.28 |
| Upside capture | 79.92% | 92.49% |
| Downside capture | 67.38% | 76.15% |
| Tracking error | 5.35% | 5.94% |
| Information ratio | 0.11 | 0.37 |
| Treynor ratio | 3.66 | 5.27 |
Portfolio
Asset mix
| Franklin India Aggressive Hybrid | LIC MF Aggressive Hybrid | |
|---|---|---|
| Equity | 70.31% | 70.78% |
| Debt | 25.74% | 23.46% |
| Cash & equivalents | 2.82% | 5.76% |
| REITs / InvITs | 1.09% | 0.00% |
Market-cap split (share of fund assets)
| Franklin India Aggressive Hybrid | LIC MF Aggressive Hybrid | |
|---|---|---|
| Large Cap | 38.26% | 22.23% |
| Mid Cap | 13.22% | 25.02% |
| Small Cap | 17.66% | 18.02% |
| Unclassified | 1.19% | 5.51% |
Concentration
| Franklin India Aggressive Hybrid | LIC MF Aggressive Hybrid | |
|---|---|---|
| Top 10 holdings | 28.63% | 31.92% |
| Effective number of stocks ⓘ | 57.9 | 47.9 |
| Securities held | 77 | 56 |
Portfolio overlap: 9.6%
8 companies are held by both funds; by weight, 9.6% of the two portfolios is the same. That is a low overlap: the two portfolios are largely different.
| Held by both | Franklin India Aggressive Hybrid | LIC MF Aggressive Hybrid |
|---|---|---|
| Eternal Limited | 2.40% | 2.57% |
| Mahindra & Mahindra Limited | 2.35% | 1.72% |
| ICICI Bank Limited | 2.86% | 1.65% |
| TVS Motor Company Ltd. | 1.27% | 1.76% |
| Bharat Electronics Limited | 2.04% | 1.13% |
| Multi Commodity Exchange of India Limited | 1.02% | 2.23% |
| PB Fintech Limited | 0.71% | 0.38% |
| 7.38% Government of India (20/06/2027) | 0.01% | 0.28% |
Top 10 holdings
Franklin India Aggressive Hybrid
- 0.00% Jubilant Bevco Ltd (31-May-2028)4.96%
- 0.00% Jubilant Beverages Ltd (31-May-2028)3.03%
- HDFC Bank Limited2.97%
- Axis Bank Limited2.87%
- ICICI Bank Limited2.86%
- State Bank of India2.84%
- Eternal Limited2.40%
- Mahindra & Mahindra Limited2.35%
- 7.65% Poonawalla Fincorp Ltd (21-Apr-2027)2.28%
- Bharti Airtel Limited2.07%
LIC MF Aggressive Hybrid
- Sansera Engineering Limited5.01%
- INDO-MIM Ltd.5.00%
- Aurobindo Pharma Limited2.97%
- FSN E-Commerce Ventures Limited2.85%
- Hitachi Energy India Limited2.78%
- Solar Industries India Limited2.74%
- 7.48% National Bank For Agriculture and Rural Development (15/09/2028)2.67%
- Info Edge (India) Limited2.67%
- Reliance Industries Ltd.2.66%
- Eternal Limited2.57%
Sector exposure
| Franklin India Aggressive Hybrid | LIC MF Aggressive Hybrid | |
|---|---|---|
| Banks | 13.06% | 3.45% |
| CRISIL AAA | 11.19% | 8.02% |
| Retailing | 3.46% | 9.62% |
| Electrical Equipment | 1.74% | 9.38% |
| Sovereign | 0.01% | 9.04% |
| Auto Components | 3.23% | 8.77% |
| CRISIL AA | 8.00% | 0.00% |
| Pharmaceuticals & Biotechnology | 3.63% | 7.43% |
| SOVEREIGN | 6.29% | 2.76% |
| Industrial Manufacturing | 0.00% | 5.00% |
| Automobiles | 4.58% | 3.48% |
| Capital Markets | 4.12% | 2.74% |
| Industrial Products | 3.83% | 1.73% |
| Healthcare Services | 2.47% | 3.44% |
Questions people ask
What is the difference between Franklin India Aggressive Hybrid and LIC MF Aggressive Hybrid returns?
As of 5 Nov 2026, Direct plan Growth option: 1-year return −2.89% vs +2.12%; 3-year CAGR +10.22% vs +11.90%; 5-year CAGR +9.13% vs +8.69%; 10-year CAGR +11.51% vs +10.23%. Past returns do not indicate future returns.
How do Franklin India Aggressive Hybrid and LIC MF Aggressive Hybrid compare on risk?
Volatility (36 monthly returns, annualised) 10.54% vs 12.68%; Sharpe ratio 0.36 vs 0.43; Sortino ratio 0.50 vs 0.61; maximum drawdown −27.82% vs −28.16%; beta 0.69 vs 0.79.
How much do Franklin India Aggressive Hybrid and LIC MF Aggressive Hybrid overlap?
By weight, 9.6% of the two portfolios is invested in the same companies; 8 stocks are held by both, the largest shared positions being Eternal Limited, Mahindra & Mahindra Limited, ICICI Bank Limited. Based on the portfolios disclosed for Sep 2026 and Sep 2026.
What is the large, mid and small cap split of Franklin India Aggressive Hybrid and LIC MF Aggressive Hybrid?
Franklin India Aggressive Hybrid: large cap 38.3%, mid cap 13.2%, small cap 17.7%. LIC MF Aggressive Hybrid: large cap 22.2%, mid cap 25.0%, small cap 18.0% (share of the fund's assets, from its latest disclosed portfolio).
Is this a recommendation to choose one of these funds?
No. This page places the published figures of both funds side by side. It does not rank, rate or recommend either fund; which one suits an investor depends on their goals, horizon and risk tolerance.
More comparisons
Franklin India Aggressive Hybrid vs
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Sources: NAV from AMFI; returns, risk and ratios computed by MF Analyser from each fund's NAV history (risk on 36 monthly returns, risk-free rate 6.5%); benchmark ratios against each fund's benchmark total-return index; portfolios from each fund house's monthly disclosure. Returns and ratios as of 5 Nov 2026. IDCW options show no return or risk figures because payouts reduce the NAV and AMFI's file carries no payout history to add back. This page compares published figures only — it does not rank, rate or recommend either fund. Past performance does not indicate future returns; mutual fund investments are subject to market risks.