MonitorDirect · Growth
Franklin India Conservative Hybrid Fund
Franklin Templeton Mutual FundHybrid Scheme - Conservative Hybrid Fund13.7 years
- NAV
- 102.2279
- 15 Sept 2026
- 1Y
- +2.6%
- Trailing CAGR
- AUM
- ₹209.93 Cr
- 31 Aug 2026
- Volatility
- Low
- 4.2% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+2.6%
- 3Y+7.7%
- 5Y+7.3%
- 10Y+7.4%
- SI+8.8%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+2.8%
- 3Y+5.5%
- 5Y+7.3%
- 10Y+7.7%
- Since inception
- +8.8%
- Calendar-day CAGR
- Excess 1Y
- -3.0%
- Category median, same plan and option
- 3Y win rate
- +49%
- Windows beating the median
- 3Y percentile
- 43
- Vs comparable share classes
- Worst rolling 3Y
- +3.0%
- 2636 daily-ending windows
- Median rolling 3Y
- +8.7%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2144 daily-ending windows
- SIP 3Y XIRR
- +5.5%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 8 days
- 260 recovered episodes
- Longest recovery
- 211 days
- Trough to prior peak
- Current spell
- 32 days
- Days below latest peak
- Time below peak
- +76%
- NAV observations
20 Feb 2020 – 20 Oct 2020
Trough 23 Mar 2020 · recovered in 211 days
-11.9%
28 May 2013 – 2 Dec 2013
Trough 19 Aug 2013 · recovered in 105 days
-8.4%
17 Jan 2022 – 2 Aug 2022
Trough 17 Jun 2022 · recovered in 46 days
-4.0%
2 Jan 2026 – 1 Jul 2026
Trough 30 Mar 2026 · recovered in 93 days
-3.9%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
43
Vs category
31
Consistency
55
Risk-adjusted
65
Drawdown
70
Mean
53
Portfolio
31 Aug 2026 · 61 holdings · top 10 are 63.8%.
- Top 5
- 37.9%
- Top 10
- 63.8%
- Largest holding
- 20.6%
- Effective holdings
- 13.5
Cash/Net Current Assets
Unspecified
20.6%
BAJAJ FINANCE LIMITED 7.82% NCD 31JN34 FVRS1LAC
Financial
7.4%
INDIAN BANK CD 06NOV26
Financial
7.1%
JUBILANT BEVCO LIMITED NCD 31MY28 FVRS1LAC
Consumer Staples
6.9%
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 25G 7.48 BD 15SP28 FVRS1LAC
Financial
5.1%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
11 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
10 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
Supporting reads
- The fund beat the category median in 61% of rolling 1-year windows.
- Risk-adjusted return sits above the documented risk-free proxy.
- Peak-to-trough drawdown has stayed shallower than 15%.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Parag Parikh Conservative Hybrid Fund
PPFAS Mutual Fund
- 1Y
- +4.6%
- 3Y
- +9.1%
- Vol
- 3.0%
- Max DD
- -2.3%
- Sharpe
- 1.37
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
SBI CONSERVATIVE HYBRID FUND
SBI Mutual Fund
- 1Y
- +4.5%
- 3Y
- +8.1%
- Vol
- 4.3%
- Max DD
- -11.9%
- Sharpe
- 1.02
- 3Y win
- +81%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
Nippon India Conservative Hybrid Fund (Existing number of Segregated Portfolios - 1)
Nippon India Mutual Fund
- 1Y
- +6.8%
- 3Y
- +8.5%
- Vol
- 4.4%
- Max DD
- -18.9%
- Sharpe
- 0.55
- 3Y win
- +52%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown · Higher TER
LIC MF Conservative Hybrid Fund
LIC Mutual Fund
- 1Y
- +3.7%
- 3Y
- +6.3%
- Vol
- 3.5%
- Max DD
- -7.9%
- Sharpe
- 0.63
- 3Y win
- +29%
- Lower volatility
- Shallower drawdown
Caveat: Higher TER · Lower trailing returns
BANDHAN CONSERVATIVE HYBRID FUND
Bandhan Mutual Fund
- 1Y
- +3.2%
- 3Y
- +7.0%
- Vol
- 4.7%
- Max DD
- -11.4%
- Sharpe
- 0.61
- 3Y win
- +28%
- Shallower drawdown
Caveat: Higher volatility · Higher TER · Lower trailing returns