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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: 1.41% As on (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 10000.0
Minimum Topup: 1000.0
Total Assets: 203.91 Cr As on 30-05-2025(Source:AMFI)
Turn over: - | Exit Load: Nil
NAV as on 13-06-2025

90.4255

-0.2 (-0.2265%)

CAGR Since Inception

9.32%

Benchmark: 9.79%

PERFORMANCE

Returns Type:
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AK Hybrid Conservative TRI
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Gold
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PPF
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RETURNS ANALYSIS

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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 3.74
Sharpe Ratio 1.13
Alpha 0.69
Beta 0.72
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 8.49 11.24 10.94 9.68 7.73
DSP Regular Savings Fund- Regular Plan - Growth 11-06-2004 10.14 11.63 11.09 9.98 7.45
Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth 05-05-2021 9.47 13.46 12.32 - -
ICICI Prudential Regular Savings Fund - Plan - Growth 10-03-2004 9.16 11.76 11.13 10.8 9.64
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan 22-05-2004 8.89 10.13 10.18 12.06 8.78
UTI Conservative Hybrid Fund - Regular Plan - Growth Option 16-12-2003 8.74 11.39 11.34 11.88 8.49
Nippon India Hybrid Bond Fund-Growth Plan 29-12-2003 8.47 8.81 9.28 9.21 5.71
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option 24-04-1988 8.17 9.73 9.62 9.47 8.18
LIC MF Conservative Hybrid Fund-Regular Plan-Growth 01-06-1998 7.72 7.82 7.9 7.08 6.57
Axis Conservative Hybrid Fund - Regular Plan - Growth Option 16-07-2010 7.6 8.41 8.59 8.8 7.03

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%

Scheme Documents

April 2025

Monthly Portfolio Disclosure - April 2025

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