Franklin India Debt Hybrid Fund - Growth

(Erstwhile Franklin India Monthly Income Plan-Growth)
Fund House: Franklin Templeton Mutual Fund
Category: Hybrid: Conservative
Launch Date: 28-09-2000
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 85+15 Conservative Index
TER: 1.42% As on (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 10000.0
Minimum Topup: 1000.0
Total Assets: 205.5 Cr As on 30-06-2025(Source:AMFI)
Turn over: - | Exit Load: Nil

91.1447

9.32%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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vs
AK Hybrid Conservative TRI
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Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
6 Years 0 Months
14 Years 1 Months
16 Years 2 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

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

Current Asset Allocation (%)

Indicators

Standard Deviation 3.6
Sharpe Ratio 1.44
Alpha 1.13
Beta 0.7
Yield to Maturity 7.34
Average Maturity 4.23

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Franklin India Debt Hybrid Fund - Growth 28-09-2000 7.72 11.14 10.68 9.3 7.62
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan 22-05-2004 8.83 10.25 10.02 11.4 8.54
Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth 05-05-2021 8.76 13.36 11.99 - -
DSP Regular Savings Fund- Regular Plan - Growth 11-06-2004 8.71 11.44 10.59 9.45 7.29
Nippon India Conservative Hybrid Fund-Growth Plan 29-12-2003 8.53 8.91 9.27 8.97 5.6
ICICI Prudential Regular Savings Fund - Plan - Growth 10-03-2004 8.47 11.32 10.84 10.33 9.51
UTI Conservative Hybrid Fund - Regular Plan - Growth Option 16-12-2003 7.77 11.52 11.01 11.37 8.42
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option 24-04-1988 7.4 9.67 9.33 8.91 7.97
Axis Conservative Hybrid Fund - Regular Plan - Growth Option 16-07-2010 7.02 8.32 8.31 8.18 6.89
LIC MF Conservative Hybrid Fund-Regular Plan-Growth 01-06-1998 6.84 7.91 7.57 6.67 6.51

Scheme Characteristics

Investment in equity & equity related instruments - between 10% and 25% of total assets; Investment in Debt instruments - between 75% and 90% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

4.03%

Others

76.08%

Large Cap

17.72%

Mid Cap

2.14%

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