Aeterna Wealth
Conservative Hybrid · Direct plan · Growth

Franklin India Conservative Hybrid Fund (Direct)

Franklin Templeton Mutual Fund · benchmark: 20% Nifty 50 TRI + 80% bond funds · 13.8 years old · AMFI code 118574

Tax: Taxed at your income-tax slab rate on all gains, however long you hold (more than 65% of the fund is in debt).

B
Track-record rating: 9 of 17 in Conservative Hybrid

B (middle of the peer group), score 51.4 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months2.4%3.0%-0.6%5 / 17
1 year2.2%3.4%-1.2%12 / 17
3 years (a year)7.9%7.8%+0.1%10 / 17
5 years (a year)7.1%6.8%+0.4%7 / 16

Growth option, point to point to 6 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y3.9%
Max fall, 5Y-4.0%
Up capture, 3Y107
Down capture, 3Y125
Information ratio, 3Y0.10
Jensen's alpha, 3Y+0.0%
Beta, 3Y1.12
Sharpe, 3Y0.36

Portfolio

Holdings for this scheme are not available yet; its rating uses the track record only.

Common questions

What is the NAV of Franklin India Conservative Hybrid Fund (Direct plan)?

₹103.46 on 6 Nov 2026 (Growth option).

What is the expense ratio of Franklin India Conservative Hybrid Fund (Direct)?

0.81% a year; the Regular plan's is 1.39%.

What return has Franklin India Conservative Hybrid Fund given over 3 years?

7.9% a year (Direct plan) over the 3 years to 6 Nov 2026, against 7.8% for its composite benchmark (20% Nifty 50 TRI + 80% bond funds).

How is Franklin India Conservative Hybrid Fund taxed?

Taxed at your income-tax slab rate on all gains, however long you hold (more than 65% of the fund is in debt).

How is Franklin India Conservative Hybrid Fund rated?

B: 9 of 17 Direct plans in Conservative Hybrid, on its track record. This describes the past and is not a recommendation.

Data as of 8 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Franklin Templeton Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.