Franklin India Debt Hybrid Fund Direct Monthly Reinvestment Inc Dist cum Cap Wdrl

Franklin India Debt Hybrid Fund Direct Monthly Reinvestment Inc Dist cum Cap Wdrl is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Rahul Goswami, Rohan Maru, Pallab Roy. This fund gives you the benefit of diversification.

1. Franklin India Debt Hybrid Fund Direct Monthly Reinvestment Inc Dist cum Cap Wdrl has ₹204 Cr worth of assets under management (AUM) as on May 2025 and is less than category average.
2. The fund has an expense ratio 0.8.
   

Franklin India Debt Hybrid Fund Direct Monthly Reinvestment Inc Dist cum Cap Wdrl has given a CAGR return of 7.64% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 8.16%, 11.47% and 9.62% respectively.

Franklin India Debt Hybrid Fund Direct Monthly Reinvestment Inc Dist cum Cap Wdrl has allocated its funds majorly in Corporate, Financial Services, Government, Consumer Cyclical, Industrial, Tech, Health, Communication, Consumer Defensive, Utilities, Basic Materials, Energy, Cash Equivalent, 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 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains 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 Monthly Reinvestment Inc Dist cum Cap Wdrl has no lock in period.