Compare

NAVs as of 20 Aug 2026

Franklin India Conservative Hybrid FundDirect · IDCWSBI Conservative Hybrid FundDirect · IDCWSBI Conservative Hybrid FundDirect · IDCWUTI Conservative Hybrid Fund - Direct Plan - Monthly PaymentDirect · IDCW4 of 4 funds

Comparing the maximum of 4. Replace which fund?

Growth of ₹100 (rebased over the selected window)

Log scale

Common period 15 Dec 2015 – 20 Aug 2026, limited by UTI Conservative Hybrid Fund - Direct Plan - Monthly Payment. Every series is rebased to ₹100 at the start of this window.

View as table

Growth of ₹100, sampled across the common period
Date	Franklin India Conservative Hybrid Fund	SBI Conservative Hybrid Fund	SBI Conservative Hybrid Fund	UTI Conservative Hybrid Fund - Direct Plan - Monthly Payment
15 Dec 2015	₹100.00	₹100.00	₹100.00	₹100.00
04 Nov 2016	₹103.58	₹108.30	₹106.78	₹111.00
25 Sep 2017	₹102.30	₹112.94	₹111.44	₹122.81
16 Aug 2018	₹100.36	₹108.63	₹106.78	₹131.32
07 Jul 2019	₹98.21	₹110.01	₹106.38	₹132.11
27 May 2020	₹92.24	₹110.06	₹103.11	₹125.76
18 Apr 2021	₹98.32	₹133.67	₹125.23	₹152.12
09 Mar 2022	₹97.36	₹146.34	₹137.11	₹167.85
28 Jan 2023	₹95.36	₹156.51	₹146.63	₹176.82
19 Dec 2023	₹100.89	₹176.29	₹165.16	₹197.60
08 Nov 2024	₹103.63	₹197.99	₹185.49	₹222.75
29 Sep 2025	₹101.42	₹207.80	₹194.68	₹233.45
20 Aug 2026	₹98.72	₹219.46	₹205.61	₹240.80

Portfolio overlap (same stocks held through more than one fund)

Some overlap is structural: SEBI defines large cap as the top 100 stocks by market capitalisation, so two large-cap funds are fishing the same pond by regulation. The bands below are measured per sleeve pairing rather than against one blanket threshold. How this is measured →

Percentage of each pair of funds' equity books held in the same stocks. Select a cell to list that pair's shared holdings below.
Overlap	Franklin India Conservative Hybrid Fund	SBI Conservative Hybrid Fund	SBI Conservative Hybrid Fund	UTI Conservative Hybrid Fund - Direct Plan - Monthly Payment
Franklin India Conservative Hybrid Fund	·
SBI Conservative Hybrid Fund	·	·
SBI Conservative Hybrid Fund	·	·	·
UTI Conservative Hybrid Fund - Direct Plan - Monthly Payment	·	·	·	·

0% → 60%+ sharedSelect a cell to list that pair's shared stocks.

SBI Conservative Hybrid Fund and SBI Conservative Hybrid Fund duplicate 100% of their equity book — holding both adds concentration, not diversification.

Shared holdings — SBI Conservative Hybrid Fund vs SBI Conservative Hybrid Fund

Stocks held by both SBI Conservative Hybrid Fund and SBI Conservative Hybrid Fund, with each fund's weight and the weight they share.
Stock	SBI Conservative Hybrid Fund	SBI Conservative Hybrid Fund
Kingfa Science & Technology (India) Ltd	7.58%	7.58%	7.58%
Biocon Ltd	6.61%	6.61%	6.61%
Asian Paints Ltd	6.14%	6.14%	6.14%
Axis Bank Ltd	5.65%	5.65%	5.65%
ICICI Bank Ltd	5.26%	5.26%	5.26%
Reliance Industries Ltd	4.95%	4.95%	4.95%
Bajaj Finserv Ltd	4.81%	4.81%	4.81%
Grindwell Norton Ltd	4.34%	4.34%	4.34%
HDFC Life Insurance Co Ltd	3.95%	3.95%	3.95%
HDFC Bank Ltd	3.65%	3.65%	3.65%
Gland Pharma Ltd	3.31%	3.31%	3.31%
Graphite India Ltd	2.96%	2.96%	2.96%
Hatsun Agro Products Ltd	2.93%	2.93%	2.93%
Max Financial Services Ltd	2.64%	2.64%	2.64%
VST Industries Ltd	2.42%	2.42%	2.42%

24 more stocks in common. 39 shared of 39 / 39 positions. Weights are shown as a share of each fund's equity book.

Franklin India Conservative Hybrid Fund, SBI Conservative Hybrid Fund, SBI Conservative Hybrid Fund, UTI Conservative Hybrid Fund - Direct Plan - Monthly Payment compared on return, risk, benchmark-relative, cost and portfolio metrics, against the Conservative Hybrid Fund median.
Metric	Franklin India Conservative Hybrid Fund Franklin Templeton · Direct · IDCW NAV ₹13.60 Moderately High risk ★☆☆☆☆	SBI Conservative Hybrid Fund SBI · Direct · IDCW NAV ₹33.62 Moderately High risk ★★★★★	SBI Conservative Hybrid Fund SBI · Direct · IDCW NAV ₹25.76 Moderately High risk ★★★★★	UTI Conservative Hybrid Fund - Direct Plan - Monthly Payment UTI · Direct · IDCW NAV ₹76.18 Moderately High risk ★★★★★	Category median Conservative Hybrid Fund · 33 funds

	-4.76%	+5.79%	+5.79%	+3.06%	-1.76%
	+0.41%	+9.04%	+9.04%	+8.60%	+1.90%
	-0.35%	+9.22%	+9.22%	+8.35%	+1.10%
	-0.60%	+7.51%	+6.79%	+8.13%Best in row	+1.10%
	+0.85%	+7.04%	+6.37%	+8.58%Best in row	+1.90%
	-0.48%	+8.71%	+8.71%	+7.65%	—

	+0.71%	+7.41%	+6.60%	+8.67%Best in row	+2.07%
	+0.30%	+7.16%	+6.30%	+9.02%Best in row	+1.92%
	+0.53%	+7.29%	+6.44%	+8.63%Best in row	+1.99%
Risk
	5.32%	3.61%	3.61%	3.87%	4.75%
	-1.15	0.70	0.70	0.54	-0.93
	-1.29	0.98	0.98	0.75	-1.06
	-17.62%	-11.88%Best in row	-14.12%	-14.44%	-16.13%

	0.80%Best in row	0.98%	0.98%	1.29%	1.03%
	₹165.30Cr	₹9,722Cr	₹9,722Cr	₹1.31Cr	₹861.39Cr
	None	Up to 1.00%	Up to 1.00%	Up to 1.00%	—
	₹10.00K	₹5.00K	₹5.00K	₹5.00K	—
	—	236%	236%	22%	22%
	Rajasa Kakulavarapu · 5y	Pradeep Kesavan	Pradeep Kesavan	Amit Kumar Premchandani · 4.6y	—
	01 Jan 2013	08 Jan 2013	30 Jan 2013	15 Dec 2015	—

	44	39	39	61	—
	11.0%	12.5%	12.5%	10.4%	—
	18.4%	1.5%	1.5%	2.7%	—

7 rows carry the same value for every fund — show

Benchmark: —
Alpha: —
Beta: —
Upside capture: —
Downside capture: —
Lock-in: None
Min SIP: ₹500

Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.