Client Management | Digital KYC | Transactions | Investor App | AUM & Brokerage Reports | Lead Management | Automated Follow-Ups | MF Research | Multi-Asset Tracking
Login
Get Started
Home Mf Research Franklin India Conservative Hybrid Fund Plan B Regular Plan Growth
Franklin Templeton Mutual Fund

Mutual Fund Research

Franklin India Conservative Hybrid Fund - Plan B - Regular Plan - Growth

Franklin Templeton Mutual Fund Hybrid Hybrid Conservative Hybrid

Fund Performance

-
-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-26 ₹1,000.00 ₹1,007.78 +0.78%
Two Week 2026-10-19 ₹1,000.00 ₹1,002.64 +0.26%
One Month 2026-10-05 ₹1,000.00 ₹999.80 -0.02%
Three Months 2026-08-04 ₹3,000.00 ₹2,978.83 -0.71%
Six Months 2026-05-06 ₹6,000.00 ₹5,988.12 -0.20%
One Year 2025-11-03 ₹12,000.00 ₹12,037.54 +0.31%
Three Year 2023-11-03 ₹36,000.00 ₹38,031.99 +5.64%
Five Year 2021-11-03 ₹60,000.00 ₹69,721.67 +16.20%
Ten Year 2016-11-04 ₹120,000.00 ₹169,100.10 +40.92%
Since Inception 2005-11-24 ₹255,000.00 ₹611,878.53 +139.95%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

CRISIL AAA 22.98%
Other 14.97%
IND AAA 12.36%
CRISIL A1+ 11.92%
CRISIL AA 8.91%
CARE A1+ 4.78%
Banks 4.15%
SOVEREIGN 2.36%
Mutual Fund 1.46%
Automobiles 1.42%
Consumer Durables 1.04%
Retailing 1.01%
Pharmaceuticals & Biotechnology 1.00%
Capital Markets 1.00%
Industrial Products 0.93%
Aerospace & Defense 0.87%
IT - Software 0.65%
Construction 0.65%
Telecom - Services 0.63%
Healthcare Services 0.62%
Financial Technology (Fintech) 0.61%
Petroleum Products 0.51%
Agricultural Food & Other Products 0.49%
Food Products 0.46%
Power 0.43%
Cement & Cement Products 0.42%
Finance 0.39%
Ferrous Metals 0.38%
Electrical Equipment 0.38%
Realty 0.37%
Agricultural, Commercial & Construction Vehicles 0.37%
Alternative Investment Fund Units 0.37%
Auto Components 0.35%
Insurance 0.27%
Transport Services 0.24%
Leisure Services 0.23%

Top Holdings

Company-wise portfolio exposure

Axis Bank Ltd 1.01%
HDFC Bank Ltd 0.95%
ICICI Bank Ltd 0.89%
State Bank of India 0.88%
Eternal Ltd 0.77%
Bharat Electronics Ltd 0.66%
Infosys Ltd 0.65%
Larsen & Toubro Ltd 0.65%
Mahindra & Mahindra Ltd 0.64%
Bharti Airtel Ltd 0.63%
Kirloskar Oil Engines Ltd 0.53%
Reliance Industries Ltd 0.51%
TVS Motor Co Ltd 0.49%
Marico Ltd 0.49%
Britannia Industries Ltd 0.46%
Tata Power Co Ltd 0.43%
RBL Bank Ltd 0.43%
Ultratech Cement Ltd 0.42%
Cipla Ltd 0.42%
Dr. Reddy's Laboratories Ltd 0.40%
Cholamandalam Investment and Finance Co Ltd 0.39%
Metropolis Healthcare Ltd 0.38%
Tata Steel Ltd 0.38%
Pine Labs Ltd 0.38%
Dixon Technologies (India) Ltd 0.38%
Sbi Funds Management Ltd 0.37%
Phoenix Mills Ltd 0.37%
Ashok Leyland Ltd 0.37%
Astral Ltd 0.36%
Asian Paints Ltd 0.35%
Exide Industries Ltd 0.34%
Angel One Ltd 0.33%
Amber Enterprises India Ltd 0.32%
360 One Wam Ltd 0.30%
Hyundai Motor India Ltd 0.29%
ICICI Lombard General Insurance Co Ltd 0.27%
Global Health Ltd 0.24%
Interglobe Aviation Ltd 0.24%
Lenskart Solutions Ltd 0.24%
PB Fintech Ltd 0.23%
TBO Tek Ltd 0.23%
Data Patterns India Ltd 0.21%
Suzlon Energy Ltd 0.19%
Emmvee Photovoltaic Power Ltd 0.19%
Eris Lifesciences Ltd 0.18%
Timken India Ltd 0.04%
Sedemac Mechatronics Ltd 0.01%
7.82% Bajaj Finance Ltd (31-Jan-2034) ** 7.56%
0.00% Jubilant Bevco Ltd (31-May-2028) 7.03%
7.68% Small Industries Development Bank Of India (10-Aug-2027) 5.00%
7.90% Bajaj Housing Finance Ltd (28-Apr-2028) ** 4.95%
7.70% Poonawalla Fincorp Ltd (21-Apr-2028) ** 4.93%
7.48% National Bank For Agriculture & Rural Development (15-Sep-2028) 4.79%
0.00% REC Ltd (03-Nov-2034) ** 3.21%
8.3774% Kotak Mahindra Investments Ltd (21-Jun-2027) ** 2.46%
7.18% Power Finance Corporation Ltd (20-Jan-2027) ** 2.44%
0.00% Jubilant Beverages Ltd (31-May-2028) ** 1.88%
Indian Bank (06-Nov-2026) ** 7.17%
Small Industries Development Bank of India (06-Nov-2026) ** 4.78%
Canara Bank (30-Nov-2026) ** 4.76%
7.66% Maharashtra SDL (04-Mar-2047) 2.36%
Franklin India Long Term Fund -Direct Plan -Growth 1.46%
Corporate Debt Market Development Fund Class A2 0.37%
Call, Cash & Other Assets 14.97%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
N/A
Return volatility
β
Beta
N/A
Benchmark sensitivity
S
Sharpe Ratio
N/A
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
1.71 years
Time to maturity

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Moderate Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Nippon India Conservative Hybrid Fund - Regular Plan - Growth 4.54% 7.76% 8.32%
Aditya Birla Sun Life Conservative Hybrid Fund - Monthly Payment - Regular Plan 3.56% 7.78% 9.06%
SBI Conservative Hybrid Fund - Regular Plan - Growth 2.10% 7.57% 6.65%
Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth 1.91% 8.49% 8.60%
DSP Conservative Hybrid Fund - Regular Plan - Growth 1.85% 7.71% 8.37%
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth 1.72% 6.63% 9.29%
Aditya Birla Sun Life Conservative Hybrid Fund - Regular Plan - Growth 1.56% 7.60% 8.97%
Baroda Bnp Paribas Conservative Hybrid Fund - Regular Plan - Growth 1.48% 6.62% 7.15%
Bandhan Conservative Hybrid Fund - Regular Plan - Growth 1.39% 6.23% 7.39%
ICICI Prudential Conservative Hybrid Fund - Regular Plan - Growth 1.26% 7.87% 9.54%

Returns are historical and do not guarantee future performance.

View All Hybrid Conservative Hybrid Funds

Fund Family

Compare schemes from Franklin Templeton Mutual Fund by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Franklin Asian Equity Fund - Regular Plan - Growth 16.05% 19.91% 7.84%
Franklin India Arbitrage Fund - Regular Plan - Growth 6.47% 0.00% 6.36%
Franklin India Liquid Fund - Super Institutional Plan - Growth 6.47% 6.87% 7.09%
Franklin India Money Market Fund - Regular Plan - Growth 6.28% 7.17% 7.10%
Franklin India Ultra Short Term Fund - Regular Plan - Growth 5.84% 0.00% 6.60%
Franklin India Liquid Fund - Regular Plan - Growth 5.76% 6.16% 6.57%
Franklin India Corporate Bond Fund - Plan B - Regular Plan - Growth 5.71% 7.43% 7.93%
Franklin India Ultra Short To Short Term Fund - Regular Plan - Growth 5.64% 0.00% 6.62%
Franklin India Income Plus Arbitrage Active FOF - Regular Plan - Growth 5.54% 12.13% 7.05%
Franklin India Overnight Fund - Regular Plan - Growth 5.28% 5.96% 5.02%

Returns are historical and do not guarantee future performance.

View All Franklin Templeton Mutual Fund Funds

Scheme Objective

The investment mandate and purpose of this scheme

To provide regular income through a portfolio of predominantly fixed income securities with a maximum exposure of 25% to equities.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
1.39%
Expense Ratio (Direct)
0.82%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
CRISIL Hybrid 85+15 - Conservative Index

Exit Load

Charges that may apply when you redeem units

N/A
Top AMC/Fund Houses
360 ONE Mutual Fund AMC logo
360 ONE Mutual Fund
AUM
₹13,053 Cr
Age
15+ Years
Aditya Birla Sun Life Mutual Fund AMC logo
Aditya Birla Sun Life Mutual Fund
AUM
₹4.36 Lakh Cr
Age
31+ Years
Helios Mutual Fund AMC logo
Helios Mutual Fund
AUM
₹9,401 Cr
Age
1–2 Years
Bandhan Mutual Fund AMC logo
Bandhan Mutual Fund
AUM
₹1.78+ Lakh Cr
Age
4 Years
view all

FAQs

Is a Mutual Fund with a Lower NAV Better?

What Are the Charges in Mutual Fund Investments?

What Are the Tax Benefits of Mutual Funds?

Is It a Good Time to Invest in Mutual Funds?

What Is the Difference Between Dividend and Growth Plans?

Should I Invest in Infrastructure Funds?

What Are Sector-Specific Funds/Schemes?

What Happens If I Miss an SIP Payment?

How Can I Compare Different Mutual Funds?