Franklin India Debt Hybrid Fund Growth
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|Risk||Moderately High risk|
|Fund Type||Conservative Allocation|
|Exit Load||1% for 365 Days|
More about this fund
|5.15% Govt Stock 2025||16.82%|
|7.17% Govt Stock 2028||10.75%|
|6.79% Govt Stock 2027||8.54%|
|6.64% Govt Stock 2035||7.18%|
|Call, Cash & Other Assets||6.27%|
|Housing Development Finance Corporation Limited||5.02%|
|Bajaj Finance Limited||4.85%|
|6.18% Govt Stock 2024||4.03%|
|Embassy Office Parks Reit||3.09%|
|5.22% GOI 2025||2.9%|
About Franklin India Debt Hybrid Fund
The Franklin India Debt Hybrid Fund is an open-ended, conservative hybrid fund. It strives to earn regular income from the fixed money market by active management of the portfolio. It primarily invests in the debt market with a maximum exposure of 25% to equities.
Pros & Cons of Franklin India Debt Hybrid Fund
- This scheme is a good alternative to multi-asset investments and is suitable for investors looking for regular returns and reasonable capital appreciation.
- The recommended investment horizon for Franklin India Debt Hybrid Fund is three years or more.
The scheme has generated 9.43% per year returns over the last 10 years.
Fund Information and Statistics of Franklin India Debt Hybrid Fund
i) Inception / Launch date
The scheme was launched on 28 September 2000 by Franklin Templeton Mutual Fund.
ii) Risk level
The scheme is suitable for investors looking at medium-term capital appreciation with current income and invests predominantly in debt with marginal exposure to the equity markets. It has a moderately-high risk level.
The minimum amount for the redemption of units is Rs. 1,000. Further, the Mutual Fund will dispatch the redemption proceeds within the regulatory 10 business days of the receipt of a valid redemption request at its Official Points of Acceptance of Transactions.
iv) Fund Manager
Lakshmikanth Reddy, Sachin Shankar Padwal Desai, Umesh Sharma & Srikesh Karunakaran Nair are the Fund Managers of Franklin India Debt Hybrid Fund.
v) Entry / Exit load
There is no entry load in this scheme. The exit load structure is as follows: 1. An investor can redeem the units after the completion of one year from the date of allotment of the units 2. For redemption before the completion of one year from the date of allotment of the units: a. The investor can redeem up to 10% of the units without any exit load b. Any redemption in excess of 10% will be charged an exit load of 1%.
Tax benefits of investing in Franklin India Debt Hybrid Fund
The following taxes are applicable to income arising from investing in this scheme: 1. STCG from the debt component is added to the investor’s income and taxed as per the income-tax slab. 2. LTCG component is taxed at 20% with indexation benefits.
About Franklin Templeton Investments
Franklin Templeton Mutual Fund is managed by Templeton Asset Management (“AMC”). The fund house prides on its ability to provide investors with relatively quick and risk free returns. The CEO of the fund house is Mr Sanjay Sapre. The fund house manages more than 50 schemes across equity, debt and liquid, fund of funds, sector equity funds and hybrid funds category.
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All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,
- High Risk = High possible returns
- Low Risk = Stable, relatively lower returns