Franklin India Debt Hybrid Fund A Direct Growth

Hybrid
Conservative Hybrid
Moderately High Risk
8.62%
3Y annualised
-0.10% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 21 Feb 2024₹87.22
Min. SIP amount₹500
Rating3
Fund size₹230.00Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Conservative Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns14.5%8.6%9.1%9.3%
Category average13.5%8.2%8.4%NA
Rank with in category111715NA
Understand terms

Holdings (58)

NameSectorInstrumentAssets
SovereignGOI Sec12.78%
FinancialFRB6.68%
SovereignGOI Sec6.67%
State Bank of India
FinancialCD6.47%
FinancialDebenture4.59%
Bharti Telecom Ltd.
CommunicationDebenture4.41%
FinancialDebenture4.32%
Axis Bank Ltd.
FinancialCD4.31%
Small Industries Devp. Bank of India Ltd.
FinancialCP4.31%
FinancialCP4.30%
See All

Pros and cons

Category: Hybrid Conservative Hybrid

Pros

Cons

Exit load is zero
Higher expense ratio: 0.7%
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y
Higher alpha: 1.1 The fund has generated returns higher than benchmark - CRISIL Hybrid 85+15 Conservative Index - in the last 3Y

Expense ratio, exit load and tax

Expense ratio: 0.70%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹10,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Rahul Goswami
Nov 2023 - Present
View details

Education
Mr. Goswami is a B. Sc (Mathematics and MBA (Finance)
Experience
Prior to joining Franklin Templeton Mutual Fund, he has worked with ICICI Prudential AMC , UTI Bank Ltd. and Franklin Templeton Asset Management Pvt. Ltd.
Also manages these schemes

Varun Sharma
Sep 2023 - Present
View details

Education
Mr. Sharma is a Bachelor in Business Studies from Sukhdev College of Business Studies, University of Delhi and holds a Post Graduate Diploma in Management from IIM - Calcutta.
Experience
Prior to joining Franklin Templeton Asset Management (India) Pvt. Ltd. he has worked with ICICI Securities (Feb 2010 - August 2014) as an Equity research Analyst and Credit Analysis and Research Limited (Apr 2009 - Feb 2010) as a Ratings Analyst.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Unit No.202/203/204, 2nd Floor Dalamal Tower, Plot No. 211Free Press Journal Marg, Nariman Point Mumbai 400013
Phone
1800-425-4255 / 60004255
Launch Date
19 Feb 1996
Franklin Templeton Mutual Fund
Asset Management Company
Custodian
Hongkong & Shanghai Banking Corporation
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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