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Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Franklin India Conservative Hybrid Fund - Regular Plan
|
Moderately High
|
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1.39 |
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|
High
|
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1.54 |
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|
Moderately High
|
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0.64 |
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|
High
|
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1.70 |
||||
|
Moderately High
|
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1.76 |
₹197 Cr
--
10,000
1,000
500
12
About Franklin India Conservative Hybrid Fund - Regular Plan
Franklin India Conservative Hybrid Fund - Regular Plan is a hybrid mutual fund scheme of Franklin Templeton Mutual Fund. Launched on September 28, 2000, it is currently managed by Rahul Goswami, Pallab Roy, Venkatesh Sanjeevi, Rohan Maru and Rajasa Kakulavarapu. The fund has an expense ratio of 1.39% with an overall AUM (Assets Under Management) of ₹197 Cr.
Franklin India Debt Hybrid Fund invests 75-90 per cent of its assets in bonds and the remaining 10-25 per cent in equity stocks. The fund allows minimum lumpsum investment of ₹1,000 and minimum SIP of ₹500.
Investment Strategy
The Scheme seeks to provide regular income through a portfolio of predominantly fixed income securities with a maximum with a maximum exposure of 20% to equities. exposure of 25% to equities.
Suitability
Conservative Hybrid funds are suitable for investors:
Note:
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Franklin India Conservative Hybrid Fund - Regular Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Franklin India Conservative Hybrid Fund - Regular Plan can be bought from the Franklin Templeton Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Franklin India Conservative Hybrid Fund - Regular Plan, is ₹89.1658 as of 03-Apr-2026.
| Company | Percentage of Portfolio |
|---|---|
|
GOI Sec 6.90 15/04/2065 |
16.89
|
|
Jubilant Bevco Ltd Debenture 31/05/2028 |
8.11
|
|
Bajaj Finance Ltd Debenture 7.82 31/01/2034 |
7.75
|
|
REC Ltd SR 239 Bonds 03/11/2034 |
5.73
|
|
Small Industries Devp. Bank of India Ltd SR IX Debenture 7.68 10/08/2027 |
5.50
|
Over the past five years, Franklin India Conservative Hybrid Fund - Regular Plan has delivered an annualised return of 6.74% as of 03-Apr-2026.
The minimum investment required to start investing in Franklin India Conservative Hybrid Fund - Regular Plan is ₹10,000 for the lump sum option and ₹500 for the SIP (Systematic Investment Plan) option.