Franklin India Conservative Hybrid Fund - Growth
(Erstwhile Franklin India Debt Hybrid Fund - Growth )
Category: Hybrid: Conservative
Launch Date: 28-09-2000
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 85+15 Conservative Index
Expense Ratio: 1.42% As on ( 30-06-2025)
Status: Open Ended Schemes
Minimum Topup: 1000.0
Total Assets: 205.5 Cr As on ( 30-06-2025)
Turn over:
NAV as on 18-07-2025
91.1687
-0.11 ( -0.119% )
CAGR Since Inception
9.31%
CRISIL Hybrid 85+15 Conservative Index 9.79%
Performance of Franklin India Conservative Hybrid Fund - Growth
Fund Managers

Debt: Rohan Maru, Pallab Roy & Rahul Goswami; Equity: Rajasa Kakulavarapu & Venkatesh Sanjeevi, Sandeep Manam (Dedicated Foreign Fund Manager for Equity portfolio)

Investment Objective

To provide regular income through a portfolio of predominantly fixed income securities with a maximum exposure of 25% to equities.

Returns Calculator for Franklin India Conservative Hybrid Fund - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Franklin India Conservative Hybrid Fund - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Franklin India Conservative Hybrid Fund - Growth 3.4 1.44 1.13 0.7 7.34 4.23
Hybrid: Conservative - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Franklin India Conservative Hybrid Fund Gr 28-09-2000 7.34 10.87 10.59 9.23 7.56
ABSL Reg Savings Gr Payment Reg 22-05-2004 8.74 10.13 9.82 11.37 8.47
Parag Parikh Conservative Hybrid Fund Reg Gr 05-05-2021 8.56 13.45 11.98 0.0 0.0
ICICI Pru Reg Savings Gr 10-03-2004 8.35 11.22 10.87 10.34 9.47
DSP Reg Savings Reg Gr 11-06-2004 8.27 11.16 10.56 9.35 7.19
Nippon India Conservative Hybrid Fund Gr Plan 29-12-2003 8.21 8.76 9.24 8.99 5.56
UTI Conservative Hybrid Fund Reg Gr 16-12-2003 7.29 11.2 10.89 11.3 8.34
Canara Robeco Cons Hybrid Reg Gr 24-04-1988 7.05 9.48 9.32 8.89 7.93
SBI Conservative Hybrid Reg Gr 25-03-2001 6.64 10.75 11.14 11.67 9.16
Axis Conservative Hybrid Reg Gr 16-07-2010 6.36 8.04 8.19 8.2 6.76

Asset Allocation (%)

PORTFOLIO ANALYSIS of Franklin India Conservative Hybrid Fund - Growth

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)

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