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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 202611.708
CategoryConservative Hybrid
PlanRegular · Idcw
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₹16.3 Cr
Growth of ₹10,000₹9,1052 Sep 2021 to 2 Sep 2026
₹10,024₹9,729₹9,435₹9,141₹8,847Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹9,105 (-1.9% a year) Franklin India Conservative Hybrid Fund

Performance (trailing, annualised)

1Y annualised-4.79%
3Y annualised-0.85%
5Y annualised-1.86%
10Y annualised-1.83%

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 ₹1,17,884-3.24%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,46,369-2.49%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹5,78,888-1.41%

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

Calendar years

Calendar 2021-0.50%
Calendar 2022-4.74%
Calendar 20232.16%
Calendar 20242.15%
Calendar 2025-2.31%

Rolling returns

Rolling 1Y · average1002 windows since 9 Apr 20070.22%
Rolling 1Y · median-0.20%
Rolling 1Y · worst window-21.47%
Rolling 1Y · best window19.70%
Rolling 1Y · windows positive48%
Rolling 3Y · average899 windows since 6 Apr 20090.36%
Rolling 3Y · median-0.29%
Rolling 3Y · worst window-5.35%
Rolling 3Y · best window7.18%
Rolling 3Y · windows positive45%
Rolling 5Y · average795 windows since 7 Apr 20110.36%
Rolling 5Y · median-0.21%
Rolling 5Y · worst window-3.69%
Rolling 5Y · best window4.56%
Rolling 5Y · windows positive46%

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

Risk

Volatility (3Y)5.45%
Downside deviation (3Y)4.73%
Maximum drawdown-11.44%

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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