Home Funds Franklin India Conservative Hybrid Fund - Direct -

Franklin India Conservative Hybrid Fund - Direct - GROWTH

Franklin India Conservative Hybrid · Index Funds
High
₹101.95
Current NAV
25 Jun 2026
29.7%
1Y Return
12.7%
3Y CAGR
19.7%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Highly cost-efficient with a low expense ratio of 0.77%.
  • Generates significant excess returns relative to benchmark index (Alpha: 6.37).
  • Very large asset base (AUM: ₹16,920 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.

Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Investors seeking exposure to stable, blue-chip market leaders.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.

Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.87
Sharpe Ratio
1.37
Beta
6.37
Alpha
1.02
Sortino
Fund Details
Fund House Franklin India Conservative Hybrid
Category Index Funds
AUM ₹16920 Cr
Expense Ratio 0.77%
Min SIP ₹500
Min Lumpsum ₹1000
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