Franklin India Conservative Hybrid Fund
Direct · Growth ₹102.67
04 Nov 2026
NAV
8.9%
3Y CAGR
8.4%
5Y CAGR
8.6%
10Y CAGR
8.7%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
3.38
Sharpe
-11.9%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.68%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.46 L | 9.2% | -13.9% | 29.6% |
| 3 Years | ₹36.00 L | ₹40.77 L | 8.6% | -0.5% | 14.2% |
| 5 Years | ₹60.00 L | ₹72.90 L | 8.2% | 2.8% | 11.3% |
| 7 Years | ₹84.00 L | ₹1.12 Cr | 8.2% | 5.2% | 10.1% |
| 10 Years | ₹1.20 Cr | ₹1.84 Cr | 8.4% | 7.3% | 9.3% |
| 12 Years | ₹1.44 Cr | ₹2.46 Cr | 8.5% | 7.4% | 9.2% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 9.2% | 6.7% |
| 3 Years | 8.6% | 9.2% |
| 5 Years | 8.2% | 8.9% |
| 7 Years | 8.2% | 8.6% |
| 10 Years | 8.4% | 8.8% |
| 12 Years | 8.5% | 8.8% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 9.2% | 8.3% | -3.0% | 27.2% | 0.49 | 1.41 | 99% | — | — |
| 3 Years | 8.9% | 8.6% | 3.0% | 16.9% | 1.03 | 4.93 | 100% | — | — |
| 5 Years | 8.4% | 8.2% | 5.0% | 12.0% | 1.36 | 15.30 | 100% | — | — |
| 10 Years | 8.6% | 8.6% | 7.1% | 9.7% | 3.38 | — | 100% | — | — |
-11.9%
Max Drawdown
1 mo
Drawdown Duration
7 mo
Recovery Time
-0.8%
Avg Drawdown
Calmar Ratio by Duration
0.77
1Y
0.75
3Y
0.71
5Y
0.70
7Y
0.73
10Y
0.77
12Y
45
Total Holdings
7.7%
Top 10 Weight
27
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Axis Bank Ltd | 1.01% |
| 2 | HDFC Bank Ltd | 0.95% |
| 3 | ICICI Bank Ltd | 0.89% |
| 4 | State Bank of India | 0.88% |
| 5 | Eternal Ltd | 0.77% |
| 6 | Bharat Electronics Ltd | 0.66% |
| 7 | Larsen & Toubro Ltd | 0.65% |
| 8 | Infosys Ltd | 0.65% |
| 9 | Mahindra & Mahindra Ltd | 0.64% |
| 10 | Bharti Airtel Ltd | 0.63% |