Previously Known As : Franklin India Debt Hybrid Fund
Franklin India Conservative Hybrid Fund Datagrid
Category Conservative Hybrid Fund
BMSMONEY Rank 3
Rating
Growth Option 28-04-2026
NAV ₹91.1(R) -0.21% ₹100.64(D) -0.21%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 2.05% 8.41% 7.07% 7.34% 7.14%
Direct 2.72% 9.18% 7.87% 8.15% 7.94%
Benchmark
SIP (XIRR) Regular 0.18% 3.54% 6.19% 6.93% 6.94%
Direct 0.85% 4.26% 6.96% 7.73% 7.74%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.47 0.19 0.57 0.64% -0.41
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
4.18% -3.88% -3.75% 1.13 3.3%
Fund AUM As on: 30/12/2025 207 Cr
Top Conservative Hybrid Fund
Fund Name Rank Rating
Parag Parikh Conservative Hybrid Fund 1
Nippon India Conservative Hybrid Fund 2
Franklin India Conservative Hybrid Fund 3
Icici Prudential Regular Savings Fund 4

NAV Date: 28-04-2026

Scheme Name NAV Rupee Change Percent Change
Franklin India Debt Hybrid Fund - Plan A - Quarterly - IDCW 11.66
-0.0200
-0.2100%
Franklin India Debt Hybrid Fund - Plan A - Monthly - IDCW 12.58
-0.0300
-0.2100%
Franklin India Debt Hybrid Fund - Plan A - Direct - Quarterly - IDCW 13.51
-0.0300
-0.2100%
Franklin India Debt Hybrid Fund - Plan A - Direct - Monthly - IDCW 14.33
-0.0300
-0.2100%
Franklin India Debt Hybrid Fund - Growth 91.1
-0.1900
-0.2100%
Franklin India Debt Hybrid Fund - Direct - GROWTH 100.64
-0.2100
-0.2100%

Review Date: 28-04-2026

Beginning of Analysis

In the Conservative Hybrid Fund category, Franklin India Conservative Hybrid Fund is the third ranked fund. The category has total 17 funds. The 5 star rating shows an excellent past performance of the Franklin India Conservative Hybrid Fund in Conservative Hybrid Fund. The fund has a Jensen Alpha of 0.64% which is lower than the category average of 0.72%, showing poor performance. The fund has a Sharpe Ratio of 0.47 which is lower than the category average of 0.5.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Conservative Hybrid Mutual Funds

Franklin India Conservative Hybrid Fund Return Analysis

  • The fund has given a return of 2.57%, -0.2 and -0.87 in last one, three and six months respectively. In the same period the category average return was 2.45%, 0.31% and 0.18% respectively.
  • Franklin India Conservative Hybrid Fund has given a return of 2.72% in last one year. In the same period the Conservative Hybrid Fund category average return was 3.75%.
  • The fund has given a return of 9.18% in last three years and ranked 10.0th out of seventeen funds in the category. In the same period the Conservative Hybrid Fund category average return was 9.1%.
  • The fund has given a return of 7.87% in last five years and ranked 10th out of fifteen funds in the category. In the same period the Conservative Hybrid Fund category average return was 8.36%.
  • The fund has given a return of 7.94% in last ten years and ranked 10th out of fifteen funds in the category. In the same period the category average return was 8.49%.
  • The fund has given a SIP return of 0.85% in last one year whereas category average SIP return is 2.48%. The fund one year return rank in the category is 14th in 17 funds
  • The fund has SIP return of 4.26% in last three years and ranks 10th in 17 funds. Parag Parikh Conservative Hybrid Fund has given the highest SIP return (6.39%) in the category in last three years.
  • The fund has SIP return of 6.96% in last five years whereas category average SIP return is 7.09%.

Franklin India Conservative Hybrid Fund Risk Analysis

  • The fund has a standard deviation of 4.18 and semi deviation of 3.3. The category average standard deviation is 4.04 and semi deviation is 3.11.
  • The fund has a Value at Risk (VaR) of -3.88 and a maximum drawdown of -3.75. The category average VaR is -4.23 and the maximum drawdown is -3.43. The fund has a beta of 1.06 which shows that fund is more volatile than the benchmark.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.


  • Very Good Performance in Conservative Hybrid Fund Category
  • Good Performance in Conservative Hybrid Fund Category
  • Poor Performance in Conservative Hybrid Fund Category
  • Very Poor Performance in Conservative Hybrid Fund Category

    • Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

    Data Source: www.amfiindia.com

    SEBI Categorization


    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 2.52
    2.38
    		1.29 | 3.82 7 | 17 Good
    3M Return % -0.36
    0.10
    		-2.18 | 2.90 10 | 17 Good
    6M Return % -1.19
    -0.23
    		-2.13 | 1.87 14 | 17 Average
    1Y Return % 2.05
    2.88
    		-1.68 | 6.94 10 | 17 Good
    3Y Return % 8.41
    8.17
    		5.48 | 10.41 10 | 17 Good
    5Y Return % 7.07
    7.41
    		5.34 | 9.10 10 | 15 Average
    7Y Return % 7.34
    7.57
    		4.92 | 9.61 10 | 15 Average
    10Y Return % 7.14
    7.53
    		5.71 | 9.28 10 | 15 Average
    15Y Return % 8.17
    8.14
    		6.31 | 9.61 8 | 15 Good
    1Y SIP Return % 0.18
    1.63
    		-2.94 | 5.54 13 | 17 Average
    3Y SIP Return % 3.54
    3.84
    		0.84 | 6.07 9 | 17 Good
    5Y SIP Return % 6.19
    6.16
    		4.06 | 7.66 10 | 15 Average
    7Y SIP Return % 6.93
    7.17
    		5.10 | 8.96 10 | 15 Average
    10Y SIP Return % 6.94
    6.79
    		5.17 | 8.39 8 | 15 Good
    15Y SIP Return % 7.44
    7.46
    		5.79 | 9.00 9 | 15 Average
    Standard Deviation 4.18
    4.04
    		2.16 | 5.25 12 | 17 Average
    Semi Deviation 3.30
    3.11
    		1.75 | 4.10 13 | 17 Average
    Max Drawdown % -3.75
    -3.43
    		-5.51 | -1.72 12 | 17 Average
    VaR 1 Y % -3.88
    -4.23
    		-8.95 | -1.05 7 | 17 Good
    Average Drawdown % -1.66
    -1.63
    		-2.72 | -0.60 8 | 17 Good
    Sharpe Ratio 0.47
    0.50
    		-0.06 | 1.28 10 | 17 Good
    Sterling Ratio 0.57
    0.59
    		0.39 | 0.86 9 | 17 Good
    Sortino Ratio 0.19
    0.22
    		-0.02 | 0.65 10 | 17 Good
    Jensen Alpha % 0.64
    0.72
    		-1.72 | 3.65 10 | 17 Good
    Treynor Ratio -0.41
    -0.45
    		-0.77 | -0.32 5 | 17 Very Good
    Modigliani Square Measure % 7.46
    7.60
    		5.54 | 10.42 10 | 17 Good
    Alpha % 0.90
    0.72
    		-1.64 | 3.91 11 | 17 Average
    Return data last Updated On : April 28, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 30, 2026
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 2.57 2.45 1.37 | 3.90 7 | 17 Good
    3M Return % -0.20 0.31 -2.05 | 3.17 10 | 17 Good
    6M Return % -0.87 0.18 -1.82 | 2.26 15 | 17 Average
    1Y Return % 2.72 3.75 -0.88 | 7.78 12 | 17 Average
    3Y Return % 9.18 9.10 6.43 | 10.74 10 | 17 Good
    5Y Return % 7.87 8.36 6.33 | 9.87 10 | 15 Average
    7Y Return % 8.15 8.53 5.68 | 10.98 10 | 15 Average
    10Y Return % 7.94 8.49 6.52 | 10.41 10 | 15 Average
    1Y SIP Return % 0.85 2.48 -2.24 | 6.37 14 | 17 Average
    3Y SIP Return % 4.26 4.73 1.71 | 6.39 10 | 17 Good
    5Y SIP Return % 6.96 7.09 5.01 | 8.32 10 | 15 Average
    7Y SIP Return % 7.73 8.13 6.10 | 9.68 11 | 15 Average
    10Y SIP Return % 7.74 7.74 6.15 | 9.54 9 | 15 Average
    Standard Deviation 4.18 4.04 2.16 | 5.25 12 | 17 Average
    Semi Deviation 3.30 3.11 1.75 | 4.10 13 | 17 Average
    Max Drawdown % -3.75 -3.43 -5.51 | -1.72 12 | 17 Average
    VaR 1 Y % -3.88 -4.23 -8.95 | -1.05 7 | 17 Good
    Average Drawdown % -1.66 -1.63 -2.72 | -0.60 8 | 17 Good
    Sharpe Ratio 0.47 0.50 -0.06 | 1.28 10 | 17 Good
    Sterling Ratio 0.57 0.59 0.39 | 0.86 9 | 17 Good
    Sortino Ratio 0.19 0.22 -0.02 | 0.65 10 | 17 Good
    Jensen Alpha % 0.64 0.72 -1.72 | 3.65 10 | 17 Good
    Treynor Ratio -0.41 -0.45 -0.77 | -0.32 5 | 17 Very Good
    Modigliani Square Measure % 7.46 7.60 5.54 | 10.42 10 | 17 Good
    Alpha % 0.90 0.72 -1.64 | 3.91 11 | 17 Average
    Return data last Updated On : April 28, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 30, 2026
    KPIs: Key Performance Indicators

    Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


    Date Franklin India Conservative Hybrid Fund NAV Regular Growth Franklin India Conservative Hybrid Fund NAV Direct Growth
    28-04-2026 91.1002 100.6362
    27-04-2026 91.2906 100.8446
    24-04-2026 91.0719 100.5977
    23-04-2026 91.3564 100.9101
    22-04-2026 91.5642 101.1378
    21-04-2026 91.7266 101.3153
    20-04-2026 91.5185 101.0837
    17-04-2026 91.4311 100.9817
    16-04-2026 91.2873 100.8211
    15-04-2026 91.3553 100.8943
    13-04-2026 90.8151 100.2941
    10-04-2026 90.9396 100.426
    09-04-2026 90.5859 100.0337
    08-04-2026 90.748 100.2109
    07-04-2026 89.6044 98.9462
    06-04-2026 89.4403 98.7633
    02-04-2026 88.9866 98.2552
    01-04-2026 89.1658 98.4512
    30-03-2026 88.8644 98.1148

    Fund Launch Date: 25/Sep/2000
    Fund Category: Conservative Hybrid Fund
    Investment Objective: To provide regular income through a portfolio of predominantly fixed income securities with a maximum exposure of 25% to equities.
    Fund Description: An open ended hybrid scheme investing predominantly in debt instruments
    Fund Benchmark: CRISIL Hybrid 85+15 -Conservative Index
    Source: Fund FactSheet

    Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.