Hybrid
Direct
Conservative Allocation
NAV as on 31-10-2024
₹ 94.4
Inception Returns
9.4%
/yr
Franklin India Debt Hybrid Fund Direct Growth is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Anand Radhakrishnan, Sachin Padwal-Desai. This fund gives you the benefit of diversification.
Franklin India Debt Hybrid Fund Direct Growth has given a CAGR return of 9.44% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 15.74%, 9.08% and 9.14% respectively.
Franklin India Debt Hybrid Fund Direct Growth has allocated its funds majorly in Corporate, Financial Services, Government, Cash Equivalent, Consumer Cyclical, Industrial, Tech, Communication, Health, Consumer Defensive, Basic Materials, Energy, Utilities, Real Estate.
As it is a conservative allocation mutual fund the taxation is as follows:If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:For short term (less than a year) capital gains will be taxed at 15%For long term (more than 1 year) capital gains will be taxed at 10% without indexation benefitGains up to Rs 1 lakh are exempt from taxation (more than 12 months).
To provide regular income through a portfolio of predominantly fixed income securities with a maximum exposure of 25% to equities.
Minimum investment for lump sum payment is INR 10000.00 and for SIP is INR 500.00. Franklin India Debt Hybrid Fund Direct Growth has no lock in period.
Expense ratio | 0.72% |
Benchmark | CRISIL Hybrid 85+15 - ConservativeTR INR |
AUM | ₹216 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹10000/₹500 |
Exit Load | 0% |
Lock In | No Lock-in |
TurnOver | 70.37% |
STCG | Selling within 36 months, gains taxed at slab rates. |
LTCG | Holding over 3 years, gains taxed at slab rates without indexation. |
Risk | Moderately High risk |
as on (31-Oct-24)
as on (30-Sep-24)
Top 3 Sectors in September were Corporate, Financial Services & Government
Franklin India Debt Hybrid Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | -0.81% | -0.81% |
6 Month Returns | 5.97% | 5.97% |
1 Year Returns | 15.74% | 15.74% |
3 Years Returns | 29.77% | 9.08% |
5 Years Returns | 54.85% | 9.14% |
AAA | 89.42 |
AA | 10.58 |