Franklin India Debt Hybrid Fund - Growth

Fund Returns

NAV Rs. 60.06 -0.03 %
(as on Feb. 18, 2020)
1 yr Return 11.29 %
3 yr. Return 6.83 %
5 yr. Return 6.80 %

Fund Returns

NAV 1 yr Return 3 yr. Return 5 yr. Return
Rs. 60.06 -0.03 %
(as on Feb. 18, 2020)
11.29 % 6.83 % 6.80 %

NAV Movement

1 Month 3 Months 6 Months 1 Year 3 Years 5 Years 10 Years

Calculate SIP Growth

SIP Start Date

SIP End Date

Scheme Details

Launch Date Sept. 28, 2000
Fund Size Rs. 303.63 cr.
Category Hybrid | Conservative Hybrid Fund
Fund Manager Lakshmikanth Reddy
AMC Franklin Templeton Asset Management (India) Private Limited
Fund Benchmark Crisil Hybrid 85+15 - Conservative Index
Risk Profile Moderately Conservative
Risk Rating 4 / 10

Investment Information

Min. Investment Rs. 10000.00
Min. Investment SIP Rs. 500.00
Expense Ratio 2.26 %
Exit load Nil upto 10% of units on or before 1Y, For remaining investment 1% on or before 1Y and Nil after 1Y

Investment Objective

To provide regular income through a portfolio of predominantly fixed income securities with a maximum with a maximum exposure of 20% to equities. Exposure of 25% to equities

Performance

1M 3M 6M 1Y 3Y 5Y
Fund 1.34 2.82 6.88 11.29 6.83 6.8
Rank Within Category 71 42 None 34 39 28

Fund Schemes Concentrations

# of Securities 73
Top 10 Securities 67.89 %
Top 5 Securities 42.17 %
Top 3 Securities 26.69 %
# of Sectors 22
Top 10 Sectors 91.39 %
Top 5 Sectors 78.76 %
Top 3 Sectors 65.21 %

AMC Contact Information

AMC Franklin Templeton Asset Management (India) Private Limited
Address Indiabulls Finance Centre; Tower 2, 12th and 13th Floor; Senapati Bapat Marg; Elphinstone Road (W), Mumbai 400013
Email service@templeton.com
Website https://www.franklintempletonindia.com/

Scheme Details

Launch Date Sept. 28, 2000 Fund Size Rs. 303.63 cr.
Category Hybrid | Conservative Hybrid Fund Fund Manager Lakshmikanth Reddy
AMC Franklin Templeton Asset Management (India) Private Limited Fund Benchmark Crisil Hybrid 85+15 - Conservative Index
Risk Profile Moderately Conservative Risk Rating 4 / 10

Investment Information

Min. Investment Min. Investment SIP Expense Ratio Exit Load
Rs. 10000.00 Rs. 500.00 2.26 % Nil upto 10% of units on or before 1Y, For remaining investment 1% on or before 1Y and Nil after 1Y

Investment Objective

To provide regular income through a portfolio of predominantly fixed income securities with a maximum with a maximum exposure of 20% to equities. Exposure of 25% to equities

Performance

1M 3M 6M 1Y 3Y 5Y
Fund 1.34 2.82 6.88 11.29 6.83 6.8
Rank Within Category 71 42 None 34 39 28

Peer Funds

Fund Return 1Y (%) Return 3Y (%) Return 5Y (%) AUM(cr.)
Franklin India Debt Hybrid Fund - Growth 11.29 6.83 6.8 303.63
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth 18.95 12.36 10.42 624.72
SBI Equity Hybrid Fund - Regular Plan -Growth 20.53 12.3 9.53 31,619.69
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth 17.37 11.25 9.2 2,823.77
Sundaram Equity Hybrid Fund Regular Growth 17.64 11.12 8.32 1,832.33
Axis Children's Gift Fund - without Lock in - Growth 20.34 10.83 - 462.33

Fund Schemes Concentrations

# of Securities 73
Top 10 Securities 67.89 %
Top 5 Securities 42.17 %
Top 3 Securities 26.69 %
# of Sectors 22
Top 10 Sectors 91.39 %
Top 5 Sectors 78.76 %
Top 3 Sectors 65.21 %

AMC Contact Information

AMC Franklin Templeton Asset Management (India) Private Limited
Address Indiabulls Finance Centre; Tower 2, 12th and 13th Floor; Senapati Bapat Marg; Elphinstone Road (W), Mumbai 400013
Email service@templeton.com
Website https://www.franklintempletonindia.com/