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Franklin India Debt Hybrid Fund Direct Growth
4Direct
3 yr CAGR
+6.4%
4Direct
3 yr CAGR
+6.4%
Fund overview
Net Asset Value
₹71.5725
AUM (Fund size)
250.8 Crore
Lock-in period
No Lock-in
Exit Load
0% in 0 days
Expense ratio
0.55%
Risk
Moderately High
Start your investment
Lumpsum
SIP
SIP+ NEW
Amount
₹
Estimated value after 3 years
(as per historical returns)
2.01 Lakhs ₹
Min investment of ₹500 required
Top holdings
| Holdings | Weightage |
|---|---|
| 5.15% Govt Stock 2025 | 13.21% |
| 182 Dtb 07072022 | 7.92% |
| 364 Dtb 11052023 | 7.54% |
| Axis Bank Limited | 5.95% |
| ICICI Securities Limited | 5.95% |
| Kotak Securities Limited | 5.86% |
| Call, Cash & Other Assets | 5.54% |
| Housing Development Finance Corporation Ltd | 4% |
| 91 Dtb 30062022 | 3.96% |
| Bajaj Finance Limited | 3.95% |
Calculate returns
Monthly (SIP)
One-Time
₹
yrs
₹4,000 invested monthly becomes ₹0 in a period of 20 years
Top Sectors
Related Funds
| Fund | NAV | 3yr Returns | Risk |
|---|---|---|---|
| 53.71 | 7.48% | Moderately High risk | |
| 56.63 | 10.45% | Moderately High risk | |
| 54.14 | 9.17% | Moderately High risk | |
| 59.32 | 9.49% | High Risk | |
| 46.42 | 11.64% | Moderately High risk | |
| 47.51 | 1.44% | Very High Risk | |
| 26.48 | 7.42% | Moderately High risk | |
| 81.28 | 10.15% | Moderate Risk | |
| 47.59 | 8% | Moderately High risk | |
| 44.53 | 6.63% | Moderately High risk |
Key Ratios
Key Ratios
| Ratio | This Fund | Category Avg | Insight |
|---|---|---|---|
| Alpha | -1.58% | -2.71% | Worse than category avg |
| Beta | 1.09% | 1.11% | Better than category avg |
| Credit Rating | AAA% | % | |
| Yield to maturity | 4.93% | 5.42% |
Alpha
Worse than category avg
Worse than category avgThe fund has outperformed the benchmark and is among the top perfroming funds in the category
This fund
-1.58
Category avg.
-2.71
Beta
Better than category avg
Better than category avgThe fund is more stable as compared to the index and is hence less risky as compared to category average
This fund
1.09
Category avg.
1.11
Credit Rating
Highest credit rating. It indicates an extremely strong ability to make timely interest payments and ultimate principal payments.
This fund
AAA
Category avg.
Yield to maturity
Fund may earn slightly lower returns than category average but its safer than other funds in the category
This fund
4.93
Category avg.
5.42
About Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Franklin Templeton India office was set up in 1996 as Templeton Asset Management India Pvt. Limited. This mutual fund has now set up by the name, Franklin Templeton Asset Management (India) Pt Limited.
Managers | Sachin Padwal-Desai, Anand Radhakrishnan, Umesh Sharma, Mayank Bukrediwala, Rajasa Kakulavarapu |
Custodians | Deutsche Bank AG |
Address | . |
Fax Nos. | |
Telephone Nos. | |
Homepage |
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Start your investment
Lumpsum
SIP
SIP+ NEW
Amount
₹
Estimated value after 3 years
(as per historical returns)
2.01 Lakhs ₹
Min investment of ₹500 required
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Frequently Asked Questions
What are Balanced/Hybrid funds?
Hybrid funds are mutual funds in which the fund manager allocates your money in both equity and debt in a certain ratio. The ratio is decided when the fund is announced and it remains constant throughout.
Who should invest in a Balanced/hybrid fund?
Balanced funds are suitable for a medium-term horizon and are ideal for investors who are looking for a mixture of safety, income and modest capital appreciation
Who should invest in a Balanced/hybrid fund?
Balanced funds are suitable for a medium-term horizon and are ideal for investors who are looking for a mixture of safety, income and modest capital appreciation
What is a lock-in period?
It is the period for which your money will remain locked in the mutual fund. Most mutuals do not have any lock-in period. ELSS, Tax-Savers, come with a lock-in of 3 years which is the lowest compared to other 80C investment options. Lock-in period is calculated from the date of investment. Meaning SIPs will have different lock-in dates
Is KYC necessary for BLACK?
KYC is necessary for all fund houses. If you are investing through BLACK, you need to do your KYC just once. The same KYC will be used for all further investments.
What is a Mandate (Auto-SIP)?
A Mandate is a one-time registration through which you instruct your bank account to deduct a specified amount of money from your account daily towards investing into a SIP portfolio. Once you register for Mandate, you don’t have to follow the payment process every time you invest in the SIP.
