Franklin India Debt Hybrid Fund A Growth+0.25%

3Groww
9.40%
1 Year Return
Hybrid
Conservative
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

Franklin India Debt Hybrid Fund A Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.30%
NAV57.63 (18 Oct 2019)
Fund Started28 Sep 2000
Fund Size309 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Franklin India Debt Hybrid Fund A Growth
9.4%
5.3%
7.7%
9.6%
Category Average
5.2%
5.1%
2.7%
-
Rank within category
13
23
13
-
*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 9.4% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. 1Y 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
    Pipeline Infrastructure (India) Pvt. Ltd.ConstructionNCD9.7%
    Edelweiss Rural & Corporate Services Ltd.FinancialDebenture6.4%
    Power Finance Corpn. Ltd.FinancialNCD6.4%
    REC Ltd.FinancialDebenture3.3%
    Coastal Gujarat Power Ltd.EngineeringNCD3.3%
    Power Finance Corpn. Ltd.FinancialBonds/NCD2.2%
    REC Ltd.FinancialNCD2.0%
    REC Ltd.FinancialNCD1.8%
    JM Financial Products Ltd.FinancialBonds/Deb1.6%
    GOISovereignGOI Sec0.3%
    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 Mutual Fund he has worked with ICICI Bank Ltd., UTI Mutual Fund, Invesco 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

    Other Details

    Franklin India Debt Hybrid Fund A Growth is a Hybrid Mutual Fund Scheme launched by Franklin Templeton Mutual Fund. This scheme was introduced to investors on 28 Sep 2000. Sachin Padwal-Desai, Umesh Sharma, Srikesh Nair, Lakshmikanth Reddy is the Current Fund Manager of Franklin India Debt Hybrid Fund A Growth.The fund currently has an Asset Under Management(AUM) of ₹309 Cr and the Latest NAV as of 18 Oct 2019 is ₹57.63.

    The Franklin India Debt Hybrid Fund A Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 10000. For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.

    Investment Objective

    The investment objective of the scheme is to provide regular income through a portfolio of predominantly high quality fixed income securities with a maximum exposure of 20% to equities.

    Tax Implications

    Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

    Scheme Information Document(SID)

    ₹10000
    Min for First Investment
    ₹1000
    Min for Second Investment
    For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year
    Exit Load

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    About Franklin Templeton Mutual Fund

    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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