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: 1.37% As on (30-06-2022)
Status: Open Ended Schemes
Minimum Investment: 10000.0
Minimum Topup: 1000.0
Total Assets: 261.75 Cr As on (31-07-2022)
Turn over:
NAV as on 08-08-2022

68.6219

0.12 (0.1788%)

CAGR Since Inception

9.2%

S&P BSE India 10 Year Sovereign Bond 6.11%

PERFORMANCE of Franklin India Debt Hybrid Fund - Growth

Scheme Performance (%) Data as on - 08-08-2022

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Franklin India Debt Hybrid Fund - Growth 3.06 6.84 5.64 8.47 9.2
S&P BSE India 10 Year Sovereign Bond 2.72 4.31 5.02 6.7 6.11
Hybrid: Conservative 6.46 8.58 6.0 8.44 7.8

Yearly Performance (%)

Nav Movement

Fund Managers

Sachin Padwal-Desai,Umesh Sharma,Anand Radhakrishnan,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 4.68 0.37 -0.37 0.76 6.75 3.36
Hybrid: Conservative - - - - - -

PEER COMPARISION of Franklin India Debt Hybrid Fund - Growth

Period
Data as on - 08-08-2022
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 3.06 7.92 6.84 5.64 8.47
BANK OF INDIA Conservative Hybrid Fund-ECO Plan-Growth 18-03-2009 21.94 16.88 14.57 6.69 8.5
BANK OF INDIA Conservative Hybrid Fund-Regular Plan-Growth 18-03-2009 21.87 16.7 14.33 6.43 8.32
Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth 05-05-2021 8.38 0.0 0.0 0.0 0.0
Sundaram Debt Oriented Hybrid Fund Regular Plan - Growth 01-03-2010 8.36 9.5 8.05 5.03 7.87
SBI Conservative Hybrid Fund - Regular Plan - Growth 25-03-2001 7.05 12.99 11.13 7.42 9.47
UTI - Regular Savings Fund - Regular Plan - Growth Option 16-12-2003 6.83 12.21 8.69 6.44 9.12
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan 22-05-2004 6.57 14.2 9.55 5.93 10.36
ICICI Prudential Regular Savings Fund - Plan - Growth 10-03-2004 6.45 9.81 9.39 7.89 10.24
Nippon India Hybrid Bond Fund-Growth Plan 29-12-2003 5.99 9.04 1.62 2.08 6.55

PORTFOLIO ANALYSIS of Franklin India Debt Hybrid Fund - Growth

Asset Allocation (%)