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Franklin India Conservative Hybrid Fund - Segregated Portfolio 1 (10.25% Yes Bank ltd CO 05Mar20) - Direct Growth Plan

Franklin India Conservative Hybrid · Index Funds
High
₹0.00
Current NAV
11 Jan 2021
18.5%
1Y Return
14.5%
3Y CAGR
19.5%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.95%.
  • Generates significant excess returns relative to benchmark index (Alpha: 4.05).
  • Very large asset base (AUM: ₹22,100 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
1.05
Sharpe Ratio
0.65
Beta
4.05
Alpha
1.42
Sortino
Fund Details
Fund House Franklin India Conservative Hybrid
Category Index Funds
AUM ₹22100 Cr
Expense Ratio 0.95%
Min SIP ₹500
Min Lumpsum ₹1000
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