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Franklin India Debt Hybrid Fund - Growth

(Erstwhile Franklin India Monthly Income Plan-Growth)

Category: Hybrid: Conservative
Launch Date: 28-09-2000
Asset Class: Mixed Asset
Benchmark: S&P BSE India 10 Year Sovereign Bond
Expense Ratio: 2.27% As on (31-10-2019)
Status: Open Ended Schemes
Minimum Investment: 10000.0
Minimum Topup: 1000.0
Total Assets: 309.95 Cr As on (31-10-2019)
Turn over: 0.0
NAV as on 05-12-2019

58.389

-0.29 (-0.5016%)

CAGR Since Inception

9.63%

S&P BSE India 10 Year Sovereign Bond 6.44%

PERFORMANCE of Franklin India Debt Hybrid Fund - Growth

Scheme Performance (%) Data as on - 05-12-2019

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Franklin India Debt Hybrid Fund - Growth 8.94 5.37 6.9 8.43 9.63
S&P BSE India 10 Year Sovereign Bond 17.08 6.19 8.46 6.9 6.44
Hybrid: Conservative 6.1 5.14 6.43 7.78 8.37

Yearly Performance (%)

Nav Movement

Fund Managers

Mr. Umesh Sharma, Mr. Sachin Padwal-Desai, Mr. Lakshmikanth Reddy, Mr. Srikesh Nair

Mr. Sharma is a B.Com (H), CS and CA. Prior to joining Franklin Templeton Investments he has worked with ICICI Bank Ltd., UTI Mutual Fund, Religare Mutual Fund and JM Financials.

Investment Objective

The scheme seeks to provide regular returns through a diversified portfolio of high quality fixed income instruments such as PSU bonds, debentures and government securities to provide safe and steady returns. There is an exposure to equities also.

RETURNS CALCULATOR for Franklin India Debt Hybrid Fund - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Franklin India Debt Hybrid Fund - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Franklin India Debt Hybrid Fund - Growth 4.68 1.6 -2.16 1.28 7.54 5.36
Hybrid: Conservative - - - - - -

PEER COMPARISION of Franklin India Debt Hybrid Fund - Growth

Period
Data as on - 05-12-2019
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Franklin India Debt Hybrid Fund - Growth 28-09-2000 8.94 5.34 5.37 6.9 8.43
Kotak Debt Hybrid - Growth 02-12-2003 11.3 5.17 6.28 7.71 8.48
BARODA CONSERVATIVE HYBRID FUND - Plan A - Growth Option 08-09-2004 10.83 6.95 6.44 7.13 7.63
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth 24-04-1988 10.39 6.7 6.69 6.63 8.42
ICICI Prudential Regular Savings Fund - Plan - Growth 30-03-2004 9.86 7.33 8.47 8.87 9.67
HSBC Regular Savings Fund - Growth 24-02-2004 9.08 4.36 5.32 6.21 7.8
LIC MF Debt Hybrid Fund-Regular Plan-Growth 01-06-1998 9.0 5.41 5.19 6.0 6.35
BNP PARIBAS Conservative Hybrid Fund-Regular Plan-Growth Option 23-09-2004 8.84 5.5 6.22 7.06 7.8
IDFC Regular Savings Fund -Regular Plan-Growth 05-02-2010 8.69 5.17 6.0 7.12 0.0
SBI DEBT HYBRID FUND - REGULAR PLAN - GROWTH 24-03-2001 8.56 3.46 4.63 7.33 8.13

PORTFOLIO ANALYSIS of Franklin India Debt Hybrid Fund - Growth

Asset Allocation (%)