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MF_118574

Franklin India Conservative Hybrid Fund - Direct - GROWTH

Hybrid Scheme - Conservative Hybrid Fund

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End Amount
₹31,277.33
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
8.59%
MF_118574 Return
Benchmark CAGR
11.63%
Nifty 50
Inflation Adj. CAGR
3.57%
Real Annualized Return
Alpha
0.01
Excess Return vs Benchmark
Beta
0.26
Volatility vs Benchmark
Sharpe Ratio
0.52
Risk-Adjusted Return
Sortino Ratio
0.77
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 45% 22% 50%
60 days 42% 18% 30%
90 days 41% 15% 25%
180 days 39% 11% 17%
1Yr 37% 7% 12%
3Yr 20% 2% 6%
5Yr 8% 2% 6%
7Yr 3% 1% 5%
10Yr 0% 0% 5%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Franklin India Conservative Hybrid Fund - Direct - GROWTH Nifty 50
30 days -4.6% | -21.6% | 9.3% | 49.3% 26.6% | -61.9% | 14.2% | 180.7%
60 days -8.1% | -15.0% | 9.2% | 37.0% -23.0% | -45.3% | 16.7% | 120.0%
90 days -5.4% | -11.7% | 9.4% | 30.7% -25.0% | -37.7% | 15.3% | 102.4%
1 Year 0.1% | 1.1% | 8.4% | 23.0% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 7.6% | 4.7% | 8.6% | 14.4% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 6.8% | 6.1% | 8.2% | 11.0% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 7.5% | 7.1% | 8.1% | 10.0% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 7.2% | 7.3% | 8.6% | 9.6% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 2 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
May 28, 2013 Nov. 30, 2013 186 days 8% Nifty 50: 13% 10567 9675 10587
Feb. 20, 2020 Oct. 20, 2020 243 days 12% Nifty 50: 37% 19562 17236 19563