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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 202614.284
CategoryConservative Hybrid
PlanDirect · Idcw
Launched25 Sep 2000
Risk labelthe scheme's own riskometerModerately High
Legal benchmarkSEBI Tier-1CRISIL Hybrid 85+15 - Conservative Index
Expense ratiodirect plan, a year0.82%
AUM₹1.15 Cr
Growth of ₹10,000₹9,7472 Sep 2021 to 2 Sep 2026
₹10,565₹10,233₹9,901₹9,569₹9,238Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹9,747 (-0.5% a year) Franklin India Conservative Hybrid Fund

Performance (trailing, annualised)

1Y annualised-4.49%
3Y annualised-0.02%
5Y annualised-0.51%
10Y annualised-0.48%

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 ₹1,17,199-4.28%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,47,215-2.33%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹5,89,344-0.70%

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

Calendar years

Calendar 20211.35%
Calendar 2022-2.55%
Calendar 20234.06%
Calendar 20243.29%
Calendar 2025-1.52%

Rolling returns

Rolling 1Y · average653 windows since 7 Jan 20141.39%
Rolling 1Y · median0.82%
Rolling 1Y · worst window-8.50%
Rolling 1Y · best window17.71%
Rolling 1Y · windows positive54%
Rolling 3Y · average551 windows since 4 Jan 20160.98%
Rolling 3Y · median0.85%
Rolling 3Y · worst window-4.14%
Rolling 3Y · best window8.06%
Rolling 3Y · windows positive65%
Rolling 5Y · average448 windows since 3 Jan 20180.57%
Rolling 5Y · median0.40%
Rolling 5Y · worst window-2.53%
Rolling 5Y · best window3.75%
Rolling 5Y · windows positive60%

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

Risk

Volatility (3Y)4.24%
Downside deviation (3Y)3.29%
Maximum drawdown-9.17%

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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