Formerly Franklin India Debt Hybrid Mn DP
₹ 12.7189
NAV (Oct 03)
Conservative hybrid funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.
Conservative hybrid funds are primarily debt funds which invest a small amount in Equity instruments.
They will tend to fluctuate a little in line with market movements - providing marginal extra gains when the market moves up and marginally lower returns when the market is down.It’ s better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 12.7189
NAV (Oct 3)
Last 1Y | 8.4% |
Last 3Y | 7.5% |
Last 5Y | 5.7% |
Last 10Y | 6.6% |
Since Inception | 7.6% |
6 Month CAGR | 5.8% |
To provide regular income through a portfolio of predominantly fixed income securities with a maximum exposure of 25% to equities.
Expense Ratio | 1.38 |
Launched (23y ago) | Sep 28, 2000 |
AUM in Crores | 233.899 |
ISIN | INF090I01EB5 |
Lock-in | No Lock-in |
Benchmark | CRISIL Hybrid 85+15 - ConservativeTR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 10000 |
Standard Deviation (3yr) | 3.6 |
Standard Deviation (5yr) | 5 |
Beta (3yr) | 0.85 |
Beta (5yr) | 1.07 |
Sharpe Ratio (3yr) | 0.72 |
Sharpe Ratio (5yr) | 0.13 |
YTM | 7.5 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Franklin India Debt Hybrid Fund (PIDCW-M) | 8,40,245 | 1,07,633 | 5.7% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Fund Name | Fund Size | Rolling Returns |
---|---|---|
₹ 7,475 cr | ||
₹ 9,394 cr | ||
₹ 25,274 cr | ||
₹ 3,302 cr | ||
₹ 1,335 cr |
Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
2.8% | 14.7% | ||
2.8% | 14.7% | ||
2.8% | 14.7% | ||
36.5% | 16.4% | ||
29.5% | 14.1% |
Franklin India Debt Hybrid Fund (PIDCW-M) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 7.6% over a period of 23 years. The fund was previously known as Franklin India Debt Hybrid Mn DP. The fund is managed by Franklin Templeton Asst Mgmt(IND)Pvt Ltd. The fund managers are Anand Radhakrishnan, Kunal Agrawal, Rajasa Kakulavarapu, Sachin Padwal-Desai, Sandeep Manam, Umesh Sharma.
Nav of Franklin India Debt Hybrid Fund (PIDCW-M) as of 10/3/2023 is ₹12.72 with the total AUM as of 10/4/2023 is ₹233.899. With Scripbox you can compare and check the latest nav for all mutual funds in India. Franklin India Debt Hybrid Fund (PIDCW-M) was launched on Sep 28, 2000. The category risk of the fund is Moderately High risk.
The minimum SIP amount for Franklin India Debt Hybrid Fund (PIDCW-M) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹10000. Check your estimated returns on mutual funds by using sip calculator.
What is Franklin India Debt Hybrid Fund (PIDCW-M)?
How to invest in Franklin India Debt Hybrid Fund (PIDCW-M)?
You can invest in Franklin India Debt Hybrid Fund (PIDCW-M) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Franklin India Debt Hybrid Fund (PIDCW-M)?
The minimum sip amount for Franklin India Debt Hybrid Fund (PIDCW-M) is ₹1000. You can invest in multiples of ₹10000.
Is Franklin India Debt Hybrid Fund (PIDCW-M) good to invest in?
As per Scripbox experts, Franklin India Debt Hybrid Fund (PIDCW-M) is a Not Recommended fund. You can investFranklin India Debt Hybrid Fund (PIDCW-M) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Franklin India Debt Hybrid Fund (PIDCW-M)?
The expense ratio of the Franklin India Debt Hybrid Fund (PIDCW-M) is 1.38% for regular plan.