Franklin India Conservative Hybrid Fund - Plan A - Direct - Monthly - IDCW
Franklin Templeton Mutual Fund Hybrid Conservative Hybrid Fund
Expense Ratio
0.80%
AUM
₹1.45 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
Moderate
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-13.30%
Poor
6 Months
-6.14%
Poor
1 Year
-1.95%
Poor
3 Years
+1.58%
Poor
5 Years
+0.63%
Poor
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹1.45 Cr
Recent Trend
Growing
Stability Score
21.9
Growth Assessment
Excellent Growth
Growth Performance
Historical returns
1Y
Annual Growth
+68.56%
3Y
3Y CAGR
+13.59%
5Y
5Y CAGR
-16.11%
Growth Assessment: Excellent Growth
• Strong investor confidence with high inflows
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Very Low - Conservative investment with minimal price fluctuations
Volatility
4.20%
Annualized standard deviation
Sharpe Ratio
-1.115
Very Poor - Risk-adjusted return
Max Drawdown
-8.60%
Low - Worst decline
Consistency
53.5%
Performance consistency
Volatility Breakdown
Daily Volatility
0.26%
Average daily price movement
Annualized Volatility
4.20%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance