Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
Franklin India Conservative Hybrid Fund - Direct - GROWTH
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 3/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 60/100 · Average
How this score is calculated
- Star rating (35%)3/5
- 3Y CAGR (30%)8.07%
- Expense ratio (20%)0.82%
- AUM (15%)₹197 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Franklin Templeton Mutual Fund · Hybrid · Conservative Hybrid
₹102.98
AUM: ₹197 Cr
NAV updated 20 days ago
Plan
Direct
Option
Growth
Risk
High
Expense Ratio
0.82%
Exit Load
Nil
Fund Manager
Sachin Padwal-Desai, Umesh Sharma, Srikesh Nair, Lakshmikanth Reddy
Inception
Jan 2013
Benchmark
CRISIL Hybrid 85+15 Conservative Index
Sharpe Ratio
-0.82
Std Dev (1Y)
3.88%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.15%
3m
+2.69%
6m
+2.15%
1y
+3.18%
3y
+8.07%
5y
+7.35%
10y
+7.4%
since inception
+8.81%
TopFund's Take on Franklin India Conservative Hybrid Fund - Direct - GROWTH
Franklin India Conservative Hybrid Fund - Direct - GROWTH sits in the middle of the pack for Conservative Hybrid funds, currently carrying a 3-star rating. It has delivered steady, if unspectacular, returns over a full market cycle. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 60/100.
Cost: At 0.82%, the expense ratio is roughly in line with the Conservative Hybrid category average of 0.83% — cost isn't a standout factor either way for this fund.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.82 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 3.88% is on the lower side for a Conservative Hybrid fund, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors who want a single fund blending equity growth with debt-driven stability. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Franklin India Conservative Hybrid Fund - Direct - GROWTH
The current NAV (Net Asset Value) of Franklin India Conservative Hybrid Fund - Direct - GROWTH is ₹102.98. NAV is updated every business day after market close by AMFI.
1Y: 3.18% · 3Y CAGR: 8.07% · 5Y CAGR: 7.35%
The expense ratio of Franklin India Conservative Hybrid Fund - Direct - GROWTH is 0.82% per annum. This is the annual fee charged by the fund to manage your investment.
Franklin India Conservative Hybrid Fund - Direct - GROWTH is managed by Sachin Padwal-Desai, Umesh Sharma, Srikesh Nair, Lakshmikanth Reddy at Franklin Templeton Mutual Fund.
Franklin India Conservative Hybrid Fund - Direct - GROWTH is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
Franklin India Conservative Hybrid Fund - Direct - GROWTH is a Conservative Hybrid fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Franklin India Conservative Hybrid Fund - Direct - GROWTH with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Franklin India Conservative Hybrid Fund - Direct - GROWTH is ₹197 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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