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Franklin India Conservative Hybrid Fund - Segregated Portfolio 1 (10.25% Yes bank Ltd CO 05Mar20) - Growth Plan

Franklin India Conservative Hybrid · Index Funds
High
₹0.00
Current NAV
11 Jan 2021
31.7%
1Y Return
19.7%
3Y CAGR
21.7%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.97%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.57).
  • Very large asset base (AUM: ₹15,120 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
1.57
Sharpe Ratio
0.57
Beta
-2.43
Alpha
1.99
Sortino
Fund Details
Fund House Franklin India Conservative Hybrid
Category Index Funds
AUM ₹15120 Cr
Expense Ratio 0.97%
Min SIP ₹500
Min Lumpsum ₹1000
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