• Mutual Funds
  • Franklin Templeton Mutual Funds
  • Franklin India Debt Hybrid Fund Inc Dist cum Cap Wdrl (RIDCW-M)

Formerly Franklin India Debt Hybrid Mn DR

Franklin Templeton Mutual Funds

Franklin India Debt Hybrid Fund Inc Dist cum Cap Wdrl (RIDCW-M)

HybridConservative Hybrid

13.2584

NAV (Dec 02)

4%
5 Year CAGR
Scripbox Opinion

Not Recommended

Click here for top ranked funds in conservative hybrid mutual funds.

However, Scripbox does not recommend investing in conservative hybrid mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

Track Record

21 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

229 Cr. Small within the category

Category View

Relatively Poor. The category has a relatively poor investment outlook

Consistency Of Performance

Relatively moderate. The historical performance of the fund has been OK

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    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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Historical NAV

13.2584

NAV (Dec 2)

Fund Returns

Last 1Y

7.6%

Last 3Y

6.2%

Last 5Y

4%

Last 10Y

6.9%

Since Inception

7.8%

6 Month CAGR

3.5%

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Scheme Information

Investment Objective

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

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Moderately High risk

Expense Ratio

1.48

Launched (21y ago)

Sep 28, 2000

AUM in Crores

228.444

ISIN

INF090I01EC3

Lock-in

No Lock-in

Benchmark

CRISIL Hybrid 85+15 - ConservativeTR INR

SIP Minimum

1000

Lumpsum Min.

10000

Fund Managers
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Anand Radhakrishnan

Fund Manager

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Krishna Natarajan

Fund Manager

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Lakshmikanth Reddy

Fund Manager

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Mayank Bukrediwala

Fund Manager

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Rajasa Kakulavarapu

Fund Manager

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Sachin Padwal-Desai

Fund Manager

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Umesh Sharma

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

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.

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Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
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comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,193 cr

5

₹ 18,740 cr

5

₹ 106 cr

5

₹ 3,414 cr

5

₹ 471 cr

5

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About the AMC

Franklin Templeton Asst Mgmt(IND)Pvt Ltd

Franklin Templeton Asst Mgmt(IND)Pvt Ltd manages assets worth 71,819 crores and was set up on 6 October 1995. It's current offering of mutual fund schemes includes 39 equity,179 debt and 27 hybrid funds.

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  • tel-amc-about
    022-67519100
  • mail-amc-about
    services@franklintempleton.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    Franklin India Feeder Franklin U S Opportunities Fund (G)

    Franklin India Feeder Franklin U S Opportunities Fund (G)

    27.8%

    19.8%

    27.8%

    19.8%

    27.8%

    19.8%

    22.6%

    14.4%

    13.1%

    12.6%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    About Franklin India Debt Hybrid Fund Inc Dist cum Cap Wdrl (RIDCW-M)

    About Franklin India Debt Hybrid Fund Inc Dist cum Cap Wdrl (RIDCW-M)

    Franklin India Debt Hybrid Fund Inc Dist cum Cap Wdrl (RIDCW-M) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 7.8% over a period of 21 years. The fund was previously known as Franklin India Debt Hybrid Mn DR . The fund is managed by Franklin Templeton Asst Mgmt(IND)Pvt Ltd. The fund managers are Anand Radhakrishnan, Krishna Natarajan, Lakshmikanth Reddy, Mayank Bukrediwala, Rajasa Kakulavarapu, Sachin Padwal-Desai, Umesh Sharma

    Franklin India Debt Hybrid Fund Inc Dist cum Cap Wdrl (RIDCW-M) Investment Objective

    To provide regular income through a portfolio of predominantly fixed income securities with a maximum exposure of 25% to equities. . However, there is no assurance that the objective of the scheme will be realized.

    Franklin India Debt Hybrid Fund Inc Dist cum Cap Wdrl (RIDCW-M) NAV,AUM,Risk

    The Franklin India Debt Hybrid Fund Inc Dist cum Cap Wdrl (RIDCW-M) fund was launched on Sep 28, 2000. The NAV (Net Asset Value) of this Conservative Hybrid Hybrid fund as of 2021-12-02 is ₹13.26. The total AUM (Asset Under Management) of the fund as of 03/12/2021 is ₹228.444. The category risk of the Franklin India Debt Hybrid Fund Inc Dist cum Cap Wdrl (RIDCW-M) fund is Moderately High risk. The fund charges 1.48 % as expense ratio.

    Franklin India Debt Hybrid Fund Inc Dist cum Cap Wdrl (RIDCW-M) Holdings

    The fund’s highest allocation is towards Debt and has invested 49.7% in this asset class. The top three holdings of the fund are , 5.15% govt stock 2025 , call,cash & other assets , housing development finance corporation limited , bajaj finance limited , chennai petroleum corporation ltd , national highways authority of india , export-import bank of india , 6.67% govt stock 2035 , 5.63% govt stock 2026 , 6.10% govt stock 2031 , 6.18% govt stock 2024 , 5.22% goi 2025 , power finance corporation limited , national bank for agriculture and rural development , lic housing finance limited , infosys ltd , axis bank ltd , icici bank ltd , hdfc bank ltd , larsen & toubro ltd , bharti airtel ltd , 7.32% govt stock 2024 , kansai nerolac paints ltd , united breweries ltd , hindustan unilever ltd , kotak mahindra bank ltd , voltas ltd , state bank of india , dr reddy's laboratories ltd , ambuja cements ltd , embassy office parks reit , bharat petroleum corp ltd , power grid corp of india ltd , balkrishna industries ltd , aditya birla fashion and retail ltd , ntpc ltd , petronet lng ltd , gujarat state petronet ltd , tata motors ltd , mahindra & mahindra ltd , grasim industries ltd , jyothy labs ltd , cadila healthcare ltd , tata power co ltd , westlife development ltd , hcl technologies ltd , blue star ltd , hindustan petroleum corp ltd , city union bank ltd , multi commodity exchange of india ltd , nuvoco vista corp ltd , sbi cards and payment services ltd ordinary shares , bajaj auto ltd

    Franklin India Debt Hybrid Fund Inc Dist cum Cap Wdrl (RIDCW-M) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

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