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Franklin India Conservative Hybrid Fund - Direct - GROWTH

Franklin Templeton Mutual Fund · Hybrid · mandate: 10–25% equity, rest debt · benchmark: —
AUM (all plans)
165 cr
TER direct / regular
0.80% / 1.36%
CAGR (full)
7.9%
Sharpe (full)
0.43
Sharpe (bull ≤Sep-24)
3.48
Sharpe (sideways Oct-24→)
-0.40
Max drawdown
-7.3%
Months of data
163
Percentile ranks this fund within its peer pool; the leaderboard Score is the weighted average of its fiscal-year percentiles (equity: active-return-rank blended with IR-rank).

Equity curve

2013201420152016201720182019202020212022202320242025202698206314Fund (NAV=100)Risk-free 6%/yrCategory median (Conservative Hybrid Fund)

Drawdown

20132014201520162017201820192020202120222023202420252026-7-40Drawdown %

Fiscal-year record

FYReturnvs categorySharpemonths
FY226.7%-1.8%0.2012
FY235.0%0.9%-0.2412
FY2414.9%1.4%2.7912
FY259.1%-0.4%0.6912
FY262.3%-0.4%-0.7212
FY27*4.9%-0.0%1.605
Active/Fund returns are TOTALS over the months covered — never annualized (FY27* is year-to-date; a * row covers only part of the year). %ile is the fund's percentile within its peer pool for that year.

Monthly returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2013-1.0+0.3+2.1+2.9-0.8-2.0-2.3+1.8+3.5+0.1+0.7+5.4
2014-0.1+1.0+2.6+1.0+3.5+2.5+0.7+1.3+2.0+2.7+2.3+1.4+23.1
2015+3.1+0.1+0.5-0.6+1.5-0.6+1.9-0.3+0.7+0.5-0.1-0.0+6.8
2016-0.6-1.3+4.1+1.4+0.9+1.6+3.1+1.6+0.2+0.6+1.5-2.8+10.5
2017+2.0-0.4+1.4+0.5+1.3+1.2+1.8-0.3-0.2+1.3+0.2+0.7+10.0
2018-0.1-1.0+0.5+0.4+0.0-0.1+1.5+1.3-1.9-0.5+1.7+1.0+2.8
2019+0.1-0.1+2.7+0.0+1.3+0.3-0.2+0.2+1.7+1.3+1.1+0.3+9.2
2020+0.9+0.1-7.3+2.3+0.1+2.8+2.0+0.2+0.1+1.7+3.7+1.4+8.0
2021+0.0+1.3+0.9+0.8+1.5+0.6+0.6+1.5+0.8+0.5-0.5+0.4+8.9
2022+0.4-1.1+0.9-0.3-0.9-0.9+2.7+1.7-0.4+1.4+1.7-0.6+4.8
2023-0.3-0.3+1.0+1.1+1.6+1.3+1.6+0.4+1.1-0.5+2.2+2.6+12.3
2024+0.9+1.2+0.6+1.3+0.9+2.0+1.9+1.0+0.9-0.8+0.7+0.4+11.5
2025-0.5-1.4+2.5+2.1+1.4+1.0+0.0-0.9+0.6+1.3+0.4+0.0+6.7
2026-0.6+0.5-3.4+2.4-0.1+1.5+0.6+0.4+1.1

Quarterly average AUM & estimated net flows

20132014201520162017201820192020202120222023202420252026152257362AUM (quarter avg), ₹cr
-5935
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by construction). Monthly returns are month-end NAV chains; stale prints (>7 days before month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic monthly convention. Independence: all figures are computed from mandatory public disclosures with a fixed methodology applied identically to every fund — no fund can pay for inclusion, exclusion, placement, or altered presentation, and any material commercial relationship will be disclosed on the affected pages. Nothing here is investment advice; past performance does not predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard · PMS leaderboard
Feedback, inputs, or bug reports are appreciated — @vivekrmr on X · LinkedIn.