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Asset Size:302Cr
Expense Ratio:2.26%
Fund Manager(s):Sachin Padwal-Desai,Umesh Sharma,Srikesh Nair,Lakshmikanth Reddy,
5year Returns:6.82%

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Franklin India Debt Hybrid Growth

Franklin Templeton       

Balanced Debt
Conservative Allocation

Nav : 59.8825 ( -0.15%) February 26th, 2020

People currently viewing this : 1

Rank (of 245)

4

Annualized Returns(5 yrs)

6.82%

Investment Horizon

1-3 Yr

Doubled Money

10yrs 7m

Returns since September 28th, 2000

9.66%

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

31.3L

Projected Maturity Amount

88.5L

Franklin Templeton     

Balanced Debt
Conservative Allocation

Nav : 59.8825 ( -0.15%) February 26th, 2020

People currently viewing this : 1

Upwardly's Take :

Conservative investors looking for a very little equity exposure should invest in this fund to gain tax benefits with an investment horizon of at least 3 years. Effective tax rate can be lower than 5%.

Ideal for a short term goal like vacation, down-payment for home, wedding and car purchase.

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

31.3L

Projected Maturity Amount

88.5L

Rank (of 245)

4

Annualized Returns(5 yrs)

6.82%

Investment Horizon

1-3 Yr

Doubled Money

10yrs 7m

Returns since September 28th, 2000

9.66%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

To provide regular income through a portfolio of predominantly fixed income securities with a maximum exposure of 25% to equities.

Basic Details
Fund House
Franklin Templeton
Launch Date
September 28th, 2000
Expense Ratio
2.26%
Fund Category Risk
Moderate
Std Dev (1Yr)
3.025
Std Dev (3Yr)
3.149
Std Dev (5Yr)
3.956
Asset Size
302Cr
Investment Details
Investment Plan
Growth
Return since Launch
9.66 %
Exit Load
1% if withdrawn within 1 Year(s)
No exit load if withdrawn after 1 Year(s)
YTM
8.09 %
Modified Duration
3.44