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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: CRISIL Hybrid 85+15 Conservative Index
Expense Ratio: 1.4% As on (31-10-2024)
Status: Open Ended Schemes
Minimum Investment: 10000.0
Minimum Topup: 1000.0
Total Assets: 22.16 Cr As on (31-10-2024)
Turn over:
NAV as on Tue Nov 26 00:00:00 IST 2024

86.7301

0.03 (0.0382%)

CAGR Since Inception

9.35%

CRISIL Hybrid 85+15 Conservative Index 9.9%

PERFORMANCE of Franklin India Debt Hybrid Fund - Growth

Scheme Performance (%) Data as on - 26-11-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Franklin India Debt Hybrid Fund - Growth 13.62 8.58 8.2 7.73 9.35
Benchmark - - - - -
Hybrid: Conservative 12.44 8.61 8.9 7.78 8.72

Yearly Performance (%)

Fund Managers

Rahul Goswami, Pallab Roy, Varun Sharma, Rajasa Kakulavarapu, Sandeep Manam

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

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 3.4 0.41 1.03 0.66 7.43 3.51
Hybrid: Conservative - - - - - -

PEER COMPARISION of Franklin India Debt Hybrid Fund - Growth

Period
Data as on - 26-11-2024
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 13.62 10.6 8.58 8.2 7.73
HSBC Conservative Hybrid Fund - Regular Growth 24-02-2004 16.61 12.47 8.79 8.96 7.8
Kotak Debt Hybrid - Growth 02-12-2003 15.1 12.36 9.67 11.33 9.63
Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth 05-05-2021 14.99 13.34 11.06 0.0 0.0
UTI Conservative Hybrid Fund - Regular Plan - Growth Option 16-12-2003 14.7 11.44 8.8 9.96 8.47
HDFC Hybrid Debt Fund - Growth Plan 01-12-2003 13.96 12.08 10.2 10.77 8.91
DSP Regular Savings Fund- Regular Plan - Growth 11-06-2004 13.66 11.48 8.98 8.66 7.16
SBI Conservative Hybrid Fund - Regular Plan - Growth 25-03-2001 13.29 11.64 9.41 11.0 9.4
ICICI Prudential Regular Savings Fund - Plan - Growth 10-03-2004 13.29 11.03 9.21 9.74 9.49
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan 22-05-2004 13.1 9.84 8.51 9.57 8.73

PORTFOLIO ANALYSIS of Franklin India Debt Hybrid Fund - Growth

Asset Allocation (%)