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OmniAsset › Mutual funds › Franklin India Conservative Hybrid Fund

Franklin India Conservative Hybrid Fund

Conservative Hybrid fund benchmarked to CRISIL Hybrid 85+15 - Conservative Index. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202692.8701
CategoryConservative Hybrid
PlanRegular · Growth
Launched25 Sep 2000
Risk labelthe scheme's own riskometerModerately High
Legal benchmarkSEBI Tier-1CRISIL Hybrid 85+15 - Conservative Index
Expense ratiodirect plan, a year1.39%
AUM₹145 Cr
Growth of ₹10,000₹13,7392 Sep 2021 to 2 Sep 2026
₹13,786₹12,775₹11,765₹10,755₹9,745Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹13,739 (+6.6% a year) Franklin India Conservative Hybrid Fund

Performance (trailing, annualised)

1Y annualised2.64%
3Y annualised7.35%
5Y annualised6.56%
10Y annualised6.60%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,21,7632.72%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,88,3614.98%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹7,09,3916.63%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 20218.06%
Calendar 20223.95%
Calendar 202311.41%
Calendar 202410.69%
Calendar 20255.94%

Rolling returns

Rolling 1Y · average1002 windows since 9 Apr 20078.35%
Rolling 1Y · median7.66%
Rolling 1Y · worst window-10.84%
Rolling 1Y · best window26.12%
Rolling 1Y · windows positive96%
Rolling 3Y · average899 windows since 6 Apr 20098.34%
Rolling 3Y · median7.99%
Rolling 3Y · worst window2.76%
Rolling 3Y · best window15.16%
Rolling 3Y · windows positive100%
Rolling 5Y · average795 windows since 7 Apr 20118.28%
Rolling 5Y · median8.06%
Rolling 5Y · worst window4.46%
Rolling 5Y · best window12.04%
Rolling 5Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)3.64%
Downside deviation (3Y)2.47%
Maximum drawdown-4.05%

Management

Fund managerDebt: Rohan Maru, Pallab Roy, Rahul Goswami, Equity: Rajasa Kakulavarapu, Venkatesh Sanjeevi, Sandeep Manam (Dedicated Foreign Fund Manager for Equity portfolio)
Managing since3 Sep 2026

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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