Category: Hybrid: Conservative |
Launch Date: 28-09-2000 |
Asset Class: Mixed Asset |
Benchmark: CRISIL Hybrid 85+15 Conservative Index |
Expense Ratio: 1.41% As on ( 31-05-2025) |
Status: Open Ended Schemes |
Minimum Investment: 10000.0 |
Minimum Topup: 1000.0 |
Total Assets: 203.91 Cr As on ( 30-05-2025) |
Turn over: |
1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
---|---|---|---|---|---|
Franklin India Debt Hybrid Fund - Growth | 8.42 | 11.1 | 9.56 | 7.68 | 9.33 |
Benchmark | - | - | - | - | - |
Hybrid: Conservative | 7.39 | 10.25 | 10.11 | 7.32 | 8.02 |
Debt: Rohan Maru, Pallab Roy & Rahul Goswami; Equity: Rajasa Kakulavarapu & Venkatesh Sanjeevi, Sandeep Manam (Dedicated Foreign Fund Manager for Equity portfolio)
To provide regular income through a portfolio of predominantly fixed income securities with a maximum exposure of 25% to equities.
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
Franklin India Debt Hybrid Fund - Growth | 3.4 | 1.13 | 0.69 | 0.72 | 7.34 | 4.23 |
Hybrid: Conservative | - | - | - | - | - | - |
Small Cap
4.03%
Others
76.08%
Large Cap
17.72%
Mid Cap
2.14%
Scheme Name | Launch Date |
1-Year Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
---|---|---|---|---|---|
Franklin India Debt Hybrid Fund - Growth | 28-09-2000 | 8.42 | 11.1 | 9.56 | 7.68 |
DSP Regular Savings Fund- Regular Plan - Growth | 11-06-2004 | 9.67 | 11.13 | 9.71 | 7.32 |
Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth | 05-05-2021 | 9.57 | 12.47 | 0.0 | 0.0 |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | 22-05-2004 | 9.12 | 10.4 | 11.92 | 8.62 |
ICICI Prudential Regular Savings Fund - Plan - Growth | 10-03-2004 | 9.04 | 11.13 | 10.62 | 9.53 |
Nippon India Hybrid Bond Fund-Growth Plan | 29-12-2003 | 8.6 | 9.39 | 9.15 | 5.65 |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option | 16-12-2003 | 8.45 | 11.42 | 11.73 | 8.4 |
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option | 24-04-1988 | 7.87 | 9.67 | 9.25 | 8.04 |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option | 16-07-2010 | 7.35 | 8.7 | 8.56 | 6.91 |
HSBC Conservative Hybrid Fund - Regular Growth | 24-02-2004 | 7.27 | 11.47 | 9.54 | 7.78 |