Franklin India Conservative Hybrid Fund
Get the latest NAV of Franklin India Conservative Hybrid Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹99.78
▲0.2%1D
NAV as on 17 Mar 2026
8.86%/per year
Since Inception
▲▼
31 people have invested ₹ 3.5L in Franklin India Conservative Hybrid Fund in the last three months
Franklin India Conservative Hybrid Fund Performance vs. Conservative Allocation Index
Fund returns vs Benchmark returns vs Category Average returns as on (17-Mar-26)
The fund has consistently outperformed the benchmark (Conservative Allocation Index) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
Franklin India Conservative Hybrid Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Franklin India Conservative Hybrid Fund Asset Allocation
See fund asset allocation details as on (14-Mar-26)
Fund Distribution
as on (14-Mar-26)
Franklin India Conservative Hybrid Fund Sector Allocation
See fund sector allocation details as on (14-Mar-26)
Sector Allocation
Top 3 Sectors in February were Corporate, Financial Services & Government
Corporate
57%
Financial Services
36%
Government
29%
Corporate
65%
Financial Services
35%
Government
16%
Franklin India Conservative Hybrid Fund Holdings Details
as on (28-Feb-26)
Franklin India Conservative Hybrid Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.78% |
Benchmark | CRISIL Hybrid 85+15 - ConservativeTR INR |
| AUM | ₹197 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | ₹10,000/₹500 |
| Exit Load | 0% |
| Lock In | No Lock-in |
TurnOver | 175.41% |
| Risk | Moderately High risk |
About Franklin India Conservative Hybrid Fund
Franklin India Conservative Hybrid Fund is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Rohan Maru, Pallab Roy, Rahul Goswami, Sandeep Manam, Venkatesh Sanjeevi, Rajasa Kakulavarapu. This fund gives you the benefit of diversification.
Key Parameters
- Franklin India Conservative Hybrid Fund has ₹197 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 0.8.
Returns
Franklin India Conservative Hybrid Fund has given a CAGR return of 8.86% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 5.93%, 9.44% and 7.86% respectively.
Holdings
Franklin India Conservative Hybrid Fund has allocated its funds majorly in Corporate, Financial Services, Government, Cash Equivalent, Industrial, Consumer Cyclical, Tech, Health, Consumer Defensive, Energy, Basic Materials, Utilities, Communication, Real Estate.
Taxation
As it is a conservative allocation mutual fund the taxation is as follows:If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitLong term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).
Investment objective of Franklin India Conservative Hybrid Fund
To provide regular income through a portfolio of predominantly fixed income securities with a maximum exposure of 25% to equities.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 10000.00 and for SIP is INR 500.00. Franklin India Conservative Hybrid Fund has no lock in period.
Fund Manager
Rohan Maru
Fund Manager of Franklin India Conservative Hybrid Fund, since 10 October 2024
Pallab Roy
Fund Manager of Franklin India Conservative Hybrid Fund, since 7 March 2024
Rahul Goswami
Fund Manager of Franklin India Conservative Hybrid Fund, since 10 November 2023
Sandeep Manam
Fund Manager of Franklin India Conservative Hybrid Fund, since 18 October 2021
Venkatesh Sanjeevi
Fund Manager of Franklin India Conservative Hybrid Fund, since 4 October 2024
Rajasa Kakulavarapu
Fund Manager of Franklin India Conservative Hybrid Fund, since 6 September 2021
- AUM of the fund stands at 196.5 Cr as of Feb'26
- AUM decreased by 26.3 Cr between Feb'26 and Jan'26
Frequently Asked Questions for Franklin India Conservative Hybrid Fund
How do I invest in Franklin India Conservative Hybrid Fund?
- Download the INDmoney app.
- Search for ‘Franklin India Conservative Hybrid Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.