Previously Known As : Franklin India Debt Hybrid Fund
Franklin India Conservative Hybrid Fund Datagrid
Category Conservative Hybrid Fund
BMSMONEY Rank 12
Rating
Growth Option 27-10-2026
NAV ₹91.38(R) +0.12% ₹101.25(D) +0.12%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -0.88% 6.77% 5.95% 6.82% 6.37%
Direct -0.25% 7.5% 6.72% 7.63% 7.16%
Benchmark
SIP (XIRR) Regular -0.79% 3.24% 5.67% 5.91% 6.32%
Direct -0.18% 3.92% 6.42% 6.68% 7.11%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.45 0.19 0.57 0.99% 0.02
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
4.29% -3.88% -3.73% 1.11 3.32%
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
ICICI Prudential Regular Savings Fund 3
SBI Conservative Hybrid Fund 4

NAV Date: 27-10-2026

Scheme Name NAV Rupee Change Percent Change
Franklin India Conservative Hybrid Fund - Plan A - Quarterly - IDCW 11.33
0.0100
0.1200%
Franklin India Conservative Hybrid Fund - Plan A - Monthly - IDCW 12.2
0.0200
0.1200%
Franklin India Conservative Hybrid Fund - Plan A - Direct - Quarterly - IDCW 13.14
0.0200
0.1300%
Franklin India Conservative Hybrid Fund - Plan A - Direct - Monthly - IDCW 13.87
0.0200
0.1200%
Franklin India Conservative Hybrid Fund - Growth 91.38
0.1100
0.1200%
Franklin India Conservative Hybrid Fund - Direct - GROWTH 101.25
0.1300
0.1200%

Review Date: 27-10-2026

Beginning of Analysis

Franklin India Conservative Hybrid Fund is the third ranked fund in the Conservative Hybrid Fund category. 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 0.99% which is higher than the category average of 0.69%. Here the fund has shown good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.45 which is lower than the category average of 0.48.
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 -0.73%, -0.98 and 0.4 in last one, three and six months respectively. In the same period the category average return was -0.75%, -1.63% and 0.38% respectively.
  • Franklin India Conservative Hybrid Fund has given a return of -0.25% in last one year. In the same period the Conservative Hybrid Fund category average return was 0.68%.
  • The fund has given a return of 7.5% 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 7.59%.
  • The fund has given a return of 6.72% in last five years and ranked 10th out of sixteen funds in the category. In the same period the Conservative Hybrid Fund category average return was 6.82%.
  • The fund has given a return of 7.16% in last ten years and ranked 9th out of fifteen funds in the category. In the same period the category average return was 7.54%.
  • The fund has given a SIP return of -0.18% in last one year whereas category average SIP return is 0.0%. The fund one year return rank in the category is 11th in 17 funds
  • The fund has SIP return of 3.92% in last three years and ranks 11th in 17 funds. Nippon India Conservative Hybrid Fund has given the highest SIP return (7.02%) in the category in last three years.
  • The fund has SIP return of 6.42% in last five years whereas category average SIP return is 6.52%.

Franklin India Conservative Hybrid Fund Risk Analysis

  • The fund has a standard deviation of 4.29 and semi deviation of 3.32. The category average standard deviation is 4.15 and semi deviation is 3.13.
  • The fund has a Value at Risk (VaR) of -3.88 and a maximum drawdown of -3.73. The category average VaR is -4.23 and the maximum drawdown is -3.42. 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 % -0.78
    -0.81
    		-1.44 | -0.09 8 | 17 Good
    3M Return % -1.12
    -1.83
    		-2.73 | -0.27 2 | 17 Very Good
    6M Return % 0.10
    -0.03
    		-0.92 | 1.74 8 | 17 Good
    1Y Return % -0.88
    -0.14
    		-2.44 | 3.76 12 | 17 Average
    3Y Return % 6.77
    6.68
    		4.47 | 8.28 9 | 17 Good
    5Y Return % 5.95
    5.95
    		3.97 | 8.30 9 | 16 Average
    7Y Return % 6.82
    7.21
    		5.13 | 9.12 10 | 15 Average
    10Y Return % 6.37
    6.58
    		5.09 | 8.26 9 | 15 Average
    15Y Return % 8.04
    8.10
    		6.34 | 9.53 9 | 15 Average
    1Y SIP Return % -0.79
    -0.81
    		-2.89 | 3.00 10 | 17 Good
    3Y SIP Return % 3.24
    3.45
    		1.01 | 6.19 9 | 17 Good
    5Y SIP Return % 5.67
    5.65
    		3.40 | 7.51 9 | 16 Average
    7Y SIP Return % 5.91
    6.03
    		4.23 | 7.64 10 | 15 Average
    10Y SIP Return % 6.32
    6.46
    		4.94 | 8.07 10 | 15 Average
    15Y SIP Return % 7.15
    7.27
    		5.75 | 8.75 9 | 15 Average
    Standard Deviation 4.29
    4.15
    		2.28 | 5.35 11 | 17 Average
    Semi Deviation 3.32
    3.13
    		1.79 | 4.09 13 | 17 Average
    Max Drawdown % -3.73
    -3.42
    		-5.51 | -1.71 12 | 17 Average
    VaR 1 Y % -3.88
    -4.23
    		-8.94 | -1.05 7 | 17 Good
    Average Drawdown % 1.66
    1.63
    		0.59 | 2.71 10 | 17 Good
    Sharpe Ratio 0.45
    0.48
    		-0.21 | 1.28 10 | 17 Good
    Sterling Ratio 0.57
    0.59
    		0.35 | 0.87 10 | 17 Good
    Sortino Ratio 0.19
    0.22
    		-0.07 | 0.65 10 | 17 Good
    Jensen Alpha % 0.99
    0.69
    		-2.15 | 4.01 8 | 17 Good
    Treynor Ratio 0.02
    0.02
    		-0.01 | 0.06 8 | 17 Good
    Modigliani Square Measure % 1.57
    1.69
    		-0.73 | 4.51 10 | 17 Good
    Alpha % 1.24
    0.86
    		-2.13 | 4.12 9 | 17 Good
    Return data last Updated On : Oct. 27, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 30, 2026
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -0.73 -0.75 -1.41 | -0.03 8 | 17 Good
    3M Return % -0.98 -1.63 -2.49 | -0.07 2 | 17 Very Good
    6M Return % 0.40 0.38 -0.44 | 2.15 9 | 17 Good
    1Y Return % -0.25 0.68 -1.77 | 4.58 12 | 17 Average
    3Y Return % 7.50 7.59 5.39 | 8.62 10 | 17 Good
    5Y Return % 6.72 6.82 4.94 | 8.63 10 | 16 Average
    7Y Return % 7.63 8.16 5.88 | 10.13 11 | 15 Average
    10Y Return % 7.16 7.54 5.90 | 9.21 9 | 15 Average
    1Y SIP Return % -0.18 0.00 -1.96 | 3.82 11 | 17 Average
    3Y SIP Return % 3.92 4.33 1.85 | 7.02 11 | 17 Average
    5Y SIP Return % 6.42 6.52 4.32 | 7.96 9 | 16 Average
    7Y SIP Return % 6.68 6.95 5.20 | 8.19 11 | 15 Average
    10Y SIP Return % 7.11 7.41 5.90 | 9.03 10 | 15 Average
    Standard Deviation 4.29 4.15 2.28 | 5.35 11 | 17 Average
    Semi Deviation 3.32 3.13 1.79 | 4.09 13 | 17 Average
    Max Drawdown % -3.73 -3.42 -5.51 | -1.71 12 | 17 Average
    VaR 1 Y % -3.88 -4.23 -8.94 | -1.05 7 | 17 Good
    Average Drawdown % 1.66 1.63 0.59 | 2.71 10 | 17 Good
    Sharpe Ratio 0.45 0.48 -0.21 | 1.28 10 | 17 Good
    Sterling Ratio 0.57 0.59 0.35 | 0.87 10 | 17 Good
    Sortino Ratio 0.19 0.22 -0.07 | 0.65 10 | 17 Good
    Jensen Alpha % 0.99 0.69 -2.15 | 4.01 8 | 17 Good
    Treynor Ratio 0.02 0.02 -0.01 | 0.06 8 | 17 Good
    Modigliani Square Measure % 1.57 1.69 -0.73 | 4.51 10 | 17 Good
    Alpha % 1.24 0.86 -2.13 | 4.12 9 | 17 Good
    Return data last Updated On : Oct. 27, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 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
    27-10-2026 91.3842 101.2501
    26-10-2026 91.2716 101.1237
    23-10-2026 91.1102 100.9402
    22-10-2026 91.3481 101.2022
    21-10-2026 91.5035 101.3727
    19-10-2026 91.74 101.6315
    16-10-2026 91.9769 101.8892
    15-10-2026 91.9421 101.849
    14-10-2026 91.8123 101.7037
    13-10-2026 91.9034 101.803
    12-10-2026 91.7438 101.6246
    09-10-2026 91.8554 101.7434
    08-10-2026 91.6351 101.4978
    07-10-2026 92.0257 101.9288
    06-10-2026 92.17 102.0871
    05-10-2026 92.0001 101.8973
    01-10-2026 91.8543 101.7295
    30-09-2026 92.0257 101.9176
    29-09-2026 92.056 101.9496
    28-09-2026 92.0982 101.9947

    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.