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tortoise-icon Franklin India Conservative Hybrid Fund - Growth

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tortoise-icon Franklin India Conservative Hybrid Fund - Growth

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tortoise-icon Kotak Debt Hybrid - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Franklin India Conservative Hybrid Fund - Growth Franklin India Conservative Hybrid Fund - Growth Kotak Debt Hybrid - Growth
Fund Franklin India Conservative Hybrid Fund - Growth Franklin India Conservative Hybrid Fund - Growth Kotak Debt Hybrid - Growth
Investment Plan Growth Growth Growth
Level of Risk Moderately High Moderately High Moderately High
Asset Size (Cr) ₹205 Cr ₹205 Cr ₹3132 Cr
Min Investment ₹10000 ₹10000 ₹100
Min SIP Invesment ₹500 ₹500 ₹100
Min Addl Investment ₹1000 ₹1000 ₹100
Launch Date 28 Sep 2000 28 Sep 2000 02 Dec 2003
Category Conservative Conservative Conservative
Fund Type Open Ended Open Ended Open Ended
Benchmark CRISIL Hybrid 85+15 Conservative TRI CRISIL Hybrid 85+15 Conservative TRI CRISIL Hybrid 85+15 Conservative TRI
Turn Over 24.24% 49% 492.24%
Expense Ratio 1.4 1.4 1.66
Manager Sandeep Manam Sandeep Manam Abhishek Bisen
ISIN Code INF090I01EA7 INF090I01EA7 INF174K01393
Exits Load Data not available./365 Data not available./365 Kotak Debt Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 180 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Franklin India Conservative Hybrid Fund - Growth Franklin India Conservative Hybrid Fund - Growth Kotak Debt Hybrid - Growth
1 Month -0.17% -0.17% 0.09%
6 Month 1.59% 1.59% 1.96%
1 Year 5.84% 5.84% 4.81%
3 Year 9.43% 9.43% 10.27%
5 Year 8.08% 8.08% 9.68%

SIP Return Analysis

Scheme Name Franklin India Conservative Hybrid Fund - Growth Franklin India Conservative Hybrid Fund - Growth Kotak Debt Hybrid - Growth
6 Month 0.42% 0.42% 0.8%
1 Year 5.15% 5.15% 4.92%
3 Year 8.29% 8.29% 8.41%
5 Year 8.28% 8.28% 9.02%

Rolling Lumpsum Returns

Scheme Name Franklin India Conservative Hybrid Fund - Growth Franklin India Conservative Hybrid Fund - Growth Kotak Debt Hybrid - Growth
1 Year 9.13% 9.13% 8.91%
3 Year 8.45% 8.45% 8.92%
5 Year 8.81% 8.81% 8.84%

Risk Management

Scheme Name Franklin India Conservative Hybrid Fund - Growth Franklin India Conservative Hybrid Fund - Growth Kotak Debt Hybrid - Growth
Standard Deviation 3.4% 3.4% 4.23%
Sharp 0.92% 0.92% 0.86%
Beta 0.75% 0.75% 1%
Alpha 0.42% 0.42% 0.22%

Fund Managers

Scheme Name Franklin India Conservative Hybrid Fund - Growth Franklin India Conservative Hybrid Fund - Growth Kotak Debt Hybrid - Growth
Name Sandeep Manam Sandeep Manam Abhishek Bisen
Total AUM ₹74256 Cr ₹74256 Cr ₹0 Cr
Funds Managed 20 20 33
Franklin India Conservative Hybrid Fund - Growth Franklin India Conservative Hybrid Fund - Growth Kotak Debt Hybrid - Growth

Market Cap

Scheme Name

Franklin India Conservative Hybrid Fund - Growth

Franklin India Conservative Hybrid Fund - Growth

Kotak Debt Hybrid - Growth

Others 76.34 76.34 77.99
Large Cap 17.4 17.4 16.82
Small Cap 3.62 3.62 2.65
Mid Cap 2.64 2.64 2.54

Sector Allocation

Scheme Name

Franklin India Conservative Hybrid Fund - Growth

Franklin India Conservative Hybrid Fund - Growth

Kotak Debt Hybrid - Growth

Others 76.34 76.34 77.53
Energy 0.84 0.84 1.51
Technology 1.86 1.86 2.23
Industrials 3.11 3.11 1.43
Consumer Defensive 1.32 1.32 1.5
Financial Services 7.56 7.56 6.69
Healthcare 1.67 1.67 1.99
Basic Materials 1.25 1.25 0.78
Consumer Cyclical 3.19 3.19 3.41
Communication Services 1.28 1.28 1.57
Utilities 1.3 1.3 1.22
Real Estate 0.3 0.3 0.14

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