Franklin India Debt Hybrid Fund - Direct - Quarterly Dividend+0.08%

7.00%
1 Year Return
Hybrid
Conservative
2.0 star
1Y
3Y
5Y

Fund Details

Franklin India Debt Hybrid Fund - Direct - Quarterly Dividend

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.69%
NAV13.7 (20 Jun 2019)
Fund Started01 Jan 2013
Fund Size322 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Franklin India Debt Hybrid Fund - Direct - Quarterly Dividend
7.0%
7.5%
9.1%
9.7%
Category Average
5.6%
6.7%
3.9%
-
Rank within category
19
29
14
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 7.0% annual returns

    Comparison

    Data not available
    Pros
    1. 1Y Returns are higher than the benchmark
    2. 5Y Returns are higher than the benchmark
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk-adjusted returns are lower compared to the category
    3. Risk is higher compared to the benchmark
    4. Higher expense ratio
    5. 3Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    GOISovereignGOI Sec9.3%
    Export-Import Bank Of IndiaFinancialBonds7.7%
    Power Finance Corpn. Ltd.FinancialNCD6.4%
    State Bank of IndiaFinancialBonds6.2%
    Edelweiss Commodities Services Ltd.FinancialDebenture6.1%
    EnergyNCD5.0%
    FinancialNCD4.8%
    JM Financial Products Ltd.FinancialDebenture4.7%
    MetalsDebenture3.1%
    Coastal Gujarat Power Ltd.EngineeringNCD3.1%
    See All

    Fund Managers

    addSachin Padwal-Desai
    Education
    Mr. Desai is a B.E and PGDM from IIM Bangalore.
    Experience
    Prior to joining Sundaram Mutual Fund he has worked with ICICI Bank, Infosys Technologies and Thermax.
    Funds Managed
    addUmesh Sharma
    Education
    Mr. Sharma is a B.Com (H), CS and CA.
    Experience
    Prior to joining Franklin Templeton Investments he has worked with ICICI Bank Ltd., UTI Mutual Fund, Religare Mutual Fund and JM Financials.
    Funds Managed
    addSrikesh Nair
    Education
    Mr. Nair is a B.S. Marine Engineering from BITS Pilani and holds a Post Graduate Diploma in Management from Management Development Institute, Gurgaon.
    Experience
    Prior to joining Franklin Templeton Asset Management (India) Pvt. Ltd. he has worked with Goldman Sachs Services Private Limited (Apr 2011 - May 2015) as an Analyst and Teekay Shipping (Oct 2007 - Apr 2008 ) as a Trainee Marine Engineer
    Funds Managed
    addLakshmikanth Reddy
    Education
    Mr. Reddy is a B.Tech in Mechanical Engineering from Jawaharlal Nehru Technical University, Hyderabad and also holds a PGDM from IIM-A.
    Experience
    Prior to joining Franklin Templeton Mutual Fund he was associated with ICICI Pru Life Insurance Company Ltd. as Head-Equity (Jun 2004-Feb 2016), HSBC Capital Markets as Equity analyst (Apr 2003-May 2004), ABN Amro Asia Equities as Equity Analyst (Feb 2000-Mar 2003), UTI as Buy Side Analyst (Jun 1997-Feb 2000) and Crompton Greaves as Design Executive (Aug 1993-Jun 1995).
    Funds Managed

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    About Franklin Templeton Mutual Fund

    Franklin Templeton Mutual Fund started their mutual fund on 19/02/1996 and its managing total assets of ₹95,716 Cr. Its ranked at 8 as per total assets at end of 30th Sep 2017.

    The firm specializes in conservatively managed mutual funds. It offers products under the Franklin, Templeton, Mutual Series and Fiduciary brand names. Like other large investment companies, the firm offers a wide variety of funds but is traditionally best known for bond funds under the Franklin brand, international funds under the Templeton brand, and value funds under the Mutual Series brand.

    With more than 600 investment professionals in 28 countries around the world, Franklin Templeton is uniquely positioned to look beyond the largest or most visible securities in each market to spot smart global investments that meet their rigorous investment criteria.

    Franklin Templeton's association with India dates back to over 2 decades as an investor. As part of the group's major thrust on investing in markets around the world, the India office was set up in 1996 as Templeton Asset Management India Pvt. Limited.

    Address
    Indiabulls Finance Centre; Tower 2, 12th and 13th Floor; Senapati Bapat Marg; Elphinstone Road (W) Mumbai 400013
    Phone
    022 - 67519100
    Launch Date
    18 Feb 1996
    Franklin Templeton Mutual Fund
    Asset Management Company
    Custodian
    Southern India Depository Services
    Registrar & Transfer Agent
    Templeton
    Address
    4th Floor, Kuber Complex, Rathyatra Kamachha Rd, Rathyatra Crossing, Near Tanishq Jewelers, Rathyatra, Sidhgiribagh, Varanasi,
    Email
    NA
    Website
    NA
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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