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Conservative Hyrbid · Hybrid

Franklin India Conservative Hybrid Fund

Franklin Templeton Asset Management (India) Private Limited
Benchmark
CRISIL Hybrid 85+15 - Conservative Index
Riskometer
Moderate
Size
₹181 cr
Allotted
28 Sep 2000
Holdings as of
30 Sep 2026

Franklin India Conservative Hybrid Fund is a conservative hyrbid fund of Franklin Templeton Asset Management (India) Private Limited with ₹181 cr under management. It is ahead of its benchmark (CRISIL Hybrid 85+15 - Conservative Index) in 2 of 4 periods. Its direct plan charges 0.81% a year. Rajasa Kakulavarapu has managed it for 5.1 years.

Has Franklin India Conservative Hybrid Fund beaten its benchmark?

Ahead of its benchmark, CRISIL Hybrid 85+15 - Conservative Index, in 2 of 4 periods in AMFI's figures; +0.64% over the last year against +1.42%.

Official figures

AMFI performance feed, 13 Oct 2026
Ahead of its benchmark (CRISIL Hybrid 85+15 - Conservative Index) in 2 of 4 periods.
PeriodDirectRegularBenchmarkAheadRank
1y +0.64%+0.01%+1.42% −0.78 🔒
3y +7.42%+6.69%+6.98% +0.44 🔒
5y +6.85%+6.08%+6.05% +0.80 🔒
10y +7.22%+6.44%+7.66% −0.44 🔒
Ahead in points a year · its rank among Conservative Hyrbid funds, and how steady the lead is, in the app

Risk, falls and every year

🔒 Pro
Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.
See them in the app →

What does Franklin India Conservative Hybrid Fund cost?

0.81% a year on the direct plan, 1.39% on the regular plan; 5 of 18 funds in its category charge less.

Direct plan
0.81% a year
Category median 0.99%
Regular plan
1.39% a year
Category median 1.83%
Gap
0.58 points
for the same holdings
5 of 18 funds in its category charge less on the direct plan.
Expense report, Oct 2026 · Hybrid Scheme - Conservative Hybrid Fund

What the regular plan costs you over time

🔒 Pro
The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages Franklin India Conservative Hybrid Fund?

Rohan Maru, since 10 Oct 2024; Rahul Goswami, since 10 Oct 2024; Rajasa Kakulavarapu, since 6 Sep 2021.

Rohan Maru
Debt
2.0 years
since 10 Oct 2024
Rahul Goswami
2.0 years
since 10 Oct 2024
Rajasa Kakulavarapu
Equity
5.1 years
since 6 Sep 2021
And 1 more; every manager, the other funds each runs and the changes over time are in the app.
Benchmark as filedCRISIL Hybrid 85+15 - Conservative Index
Exit load
Nil
From 122 Scheme Summary Documents filed with NSE, first on 12 Apr 2026; as on 13 Oct 2026

What does Franklin India Conservative Hybrid Fund hold?

64 holdings as of 30 Sep 2026; the ten largest are 54.2% of the fund, the largest 7.82% Bajaj Finance Ltd (31-Jan-2034) ** at 7.6%.

Mix

Holdings as of 30 Sep 2026
Equity64.1%Debt19.1%Cash15.0%Other1.8%
Holdings
64
57 shares
Top ten
54.2%
of the fund
Effective holdings
17.2
spread, as if equal-weighted
Matched to our table
31%
of the equity

Five largest

% of fund
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%

Five largest industries

% of fund
CRISIL AAA35.8%
IND AAA19.3%
CRISIL AA13.9%
Banks6.50%
Automobiles2.20%

How does Franklin India Conservative Hybrid Fund score against its category?

Seven scores against funds of its kind, and the warning signs it trips.

Scorecard

🔒 Pro
Seven scores, each out of 5, against funds in its category, with the reasons, and the warning signs it trips: in the app.
Open scorecard in the app →

Are the companies inside any good?

The holdings by valuation, forensic risk, business quality and balance sheet, weighted by their share of the fund.

The companies inside

🔒 Pro
The holdings weighted by their share of the fund: P/E and ROE, forensic risk levels, Valarth's valuation view, quality, moats, balance sheets and who owns them: in the app.

How is Franklin India Conservative Hybrid Fund run?

Turnover, what it bought and sold, its cash and its record in new listings, from its monthly holdings files.

How it is run

🔒 Pro
Turnover, what it bought and sold and when, how long it holds, size drift, cash and its record in new listings, from up to two years of monthly holdings files: in the app.

Which funds hold much the same?

The index it is nearest and the funds whose holdings overlap most.

not an index tracker
Nearest to the Nifty 500: 80% of it differs from the index (an active fund is usually above 60%).
Active share 80.0%60%

Funds that hold much the same

% of holdings in common
Franklin India Retirement Fund70.3% the same
55 shared holdings
Franklin India Aggressive Hybrid Fund39.9% the same
51 shared holdings
Franklin India Balanced Advantage Fund39.7% the same
50 shared holdings

How much is in its sponsor's own group?

Holdings in companies of the fund house's sponsor group, beside the index.

Related-party exposure

🔒 Pro
How much of the fund is in companies of its sponsor's own group, beside what the index holds of them: in the app.

Questions people ask

Who manages Franklin India Conservative Hybrid Fund?

Rohan Maru (Debt) since 10 Oct 2024; Rahul Goswami (manager) since 10 Oct 2024; Rajasa Kakulavarapu (Equity) since 6 Sep 2021; Venkatesh Sanjeevi (Dedicated Foreign Fund Manager for Equity portfolio) since 6 Sep 2021.

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

0.81% a year on the direct plan and 1.39% on the regular plan (expense report, Oct 2026).

How has Franklin India Conservative Hybrid Fund done?

Its direct plan returned +7.42% a year over 3 years against +6.98% for its benchmark, CRISIL Hybrid 85+15 - Conservative Index, as of 13 Oct 2026.

Inside the app

See Franklin India Conservative Hybrid Fund beside your own funds in Valarth

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Stock pagePrice, valuation, profitability and a scorecard of health checks for every company, each figure explained.
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ScreenerEvery listed company, filtered on 212 figures, each with a plain-language lesson beside it.
The Valarth AI Screener answering 'Which companies will benefit from India's Project 75 submarine programme?' with a basket of four naval shipbuilders and a written thesis.
AI ScreenerAsk a question in plain English, like which companies benefit from India's Project 75. It reads the intent, builds the screen and writes the thesis.
A Valarth business-model card for State Bank of India, with a plain-language summary and statements verified against the filing.
Business modelHow a company makes money and what can hurt it, each statement checked against its annual report.
Valarth's Before the Bell edition, with the day's headline, regulator notes and sector moves.
Before the BellA morning edition before the market opens: what moved, which rule changed, and what it means for your holdings.

Franklin India Conservative Hybrid Fund in the app: beside your own funds, with what you own through them

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