Franklin India Conservative Hybrid Fund Growth

  • Conservative Allocation
  • Hybrid
  • Moderately High risk

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Rating:

Rating Star

3

Key Metrics

Aum

₹186.59 Cr

Expense Ratio

1.39%

Exit Load

0.00%

Min. Investment

₹10,000.00

Min. SIP

₹500.00

Launch Date

28 Sep 2000

CAGR Returns

PeriodAbsolute(%)Annualised(%)
1 Month+2.22%--
3 Months-0.41%--
6 Months-0.32%--
1 Year+2.48%+2.48%
2 Years--+6.01%
3 Years+27.92%+8.55%
5 Years+41.03%+7.12%
Since Launch+815.96%+9.04%

Holdings as on 9 May 2026

NameValue (₹Cr)Holding %

Morning Star Rating

Rating:

Rating Star

3

Risk

Low

Return

Moderate

Risk & Volitility

0.32

Sharpe Ratio

4.18%

Std. Deviation

3.37%

Tracking Error

-4.43%

Alpha

1.22

Beta

Peer Comparison

Fund Name1Y3Y5Y
DSP Regular Saving Fund Regular Plan Growth+3.63%+9.29%+7.59%
HSBC Conservative Hybrid Fund Growth+4.31%+9.37%+7.74%
Franklin India Conservative Hybrid Fund Growth+2.48%+8.55%+7.12%
Baroda BNP Paribas Conservative Hybrid Fund Regular Plan Growth+4.31%+8.07%+6.73%
Axis Conservative Hybrid Fund Growth+1.32%+6.41%+5.93%

Results are calculated on CAGR basis

About Fund

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

The Franklin India Conservative Hybrid Fund Growth has an AUM of 186.59 crores & has delivered CAGR of 7.12 in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 1.39%. The minimum investment in Franklin India Conservative Hybrid Fund Growth is Rs 10000 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Low & Moderate respectively.

The fund has a present cash holding of %.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Oil & Gas Operations, Construction Services.

Some of the similar funds are DSP Regular Saving Fund Regular Plan Growth, HSBC Conservative Hybrid Fund Growth, Franklin India Conservative Hybrid Fund Growth, Baroda BNP Paribas Conservative Hybrid Fund Regular Plan Growth, Axis Conservative Hybrid Fund Growth. Franklin India Conservative Hybrid Fund Growth has a sharpe ratio of 0.32 & a standard deviation of 4.18%.

FAQs

According to the morning star rating Franklin India Conservative Hybrid Fund Growth has a Low risk & Moderate return.

Franklin India Conservative Hybrid Fund Growth is managed by Rahul Goswami,Pallab Roy,Venkatesh Sanjeevi,Rohan Maru,Sandeep Manam,Rajasa Kakulavarapu.

The expense ratio of Franklin India Conservative Hybrid Fund Growth is 1.39%.

The 5 year annualized return on Franklin India Conservative Hybrid Fund Growth is 7.12% & it has generated 2.48% in the last 1 year.

The minimum investment in Franklin India Conservative Hybrid Fund Growth is 10000 Rs.

Franklin India Conservative Hybrid Fund Growth has an AUM of 186.59 crores.