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 Investment: 10000.0 |
Minimum Topup: 1000.0 |
Total Assets: 205.5 Cr As on ( 30-06-2025) |
Turn over: |
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.
PERFORMANCE of Franklin India Conservative Hybrid Fund - Growth
Scheme Performance (%) Data as on - 13-08-2025
1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
---|---|---|---|---|---|
Franklin India Conservative Hybrid Fund - Growth | 6.38 | 9.48 | 8.9 | 7.42 | 9.26 |
Benchmark | - | - | - | - | - |
Hybrid: Conservative | 5.63 | 8.75 | 9.3 | 7.59 | 8.67 |
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 | 1.23 | 3.74 | 0.09 | 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 | 6.38 | 10.25 | 9.48 | 8.9 | 7.42 |
ABSL Reg Savings Gr Payment Reg | 22-05-2004 | 8.04 | 9.73 | 8.89 | 11.04 | 8.4 |
Nippon India Conservative Hybrid Fund Gr Plan | 29-12-2003 | 8.04 | 8.66 | 8.68 | 8.84 | 5.49 |
ICICI Pru Reg Savings Gr | 10-03-2004 | 7.57 | 10.97 | 10.16 | 9.95 | 9.38 |
Parag Parikh Conservative Hybrid Fund Reg Gr | 05-05-2021 | 7.2 | 12.75 | 11.24 | 0.0 | 0.0 |
DSP Reg Savings Reg Gr | 11-06-2004 | 7.12 | 10.51 | 9.82 | 9.11 | 7.09 |
HSBC Conservative Hybrid Fund Gr | 24-02-2004 | 6.56 | 11.69 | 10.08 | 9.08 | 7.65 |
Canara Robeco Cons Hybrid Reg Gr | 24-04-1988 | 6.51 | 9.3 | 8.33 | 8.56 | 7.84 |
UTI Conservative Hybrid Fund Reg Gr | 16-12-2003 | 5.93 | 10.42 | 9.64 | 10.81 | 8.16 |
Axis Conservative Hybrid Reg Gr | 16-07-2010 | 5.59 | 7.7 | 6.92 | 7.77 | 6.59 |
Asset Allocation (%)
PORTFOLIO ANALYSIS of Franklin India Conservative Hybrid Fund - Growth
Portfolio as on