franklin-india-debt-hybrid-fund-direct-g

Franklin India Debt Hybrid Fund - Dir (G)

  1. Equity
  2. Low Risk-Return Funds
  • NAV as on Jul 02, 2025 ₹100.25
  • Total Returns 9.45% p.a.

Historical NAV, Returns and Performance

  • High
  • Low
  • CAGR
franklin-india-debt-hybrid-fund-direct-g

Overview of Franklin India Debt Hybrid Fund - Dir (G)

  • Fund House
    Franklin India Debt Hybrid Fund
  • Fund Size
    ₹204 Cr
  • Expense Ratio
    0.75%
  • Benchmark
    CRISIL Hybrid 85+15 - Conservative Index
  • Risk Level
    Moderately High
  • Inception Date
    Jan 01, 2013
  • Lock-in period
    0
  • Exit Load
    Nil
  • Minimum SIP Investment
    ₹100
  • Minimum Lump sum Investment
    ₹10000
  • Short Term Capital Gains
    20% (if redeemed within 1 year)
  • Long Term Capital Gains
    12.5% on profit of ₹1,25,000 if redeemed after 1 year

Franklin India Debt Hybrid Fund - Dir (G) Returns Calculator

Investment type

Years
Total Invested Amount
₹ 12,00,000
Profit
₹ 12,00,000
Total Projected Returns
₹ 12,00,000
Annualised Returns
p.a.
Years
Total Invested Amount
Profit
₹1,00,000
Total Projected Returns
₹1,00,000
Annualised Returns
% p.a.

Franklin India Debt Hybrid Fund - Dir (G) Performance vs Category

Time Period

  • 1 month
  • 3 months
  • 6 months
  • 1 year
  • 3 years
  • 5 years

This Fund

  • 1.05%
  • 4.98%
  • 5.05%
  • 9.19%
  • 11.98%
  • 10.39%

Category Average

  • 0.5%
  • 3.6%
  • 4.31%
  • 7.72%
  • 10.51%
  • 10.35%

Fund Asset Allocation

Top holdings

Top Sectors

  • Debt
    72.01%
  • Banks
    6.53%
  • Cash & Others
    3.49%
  • IT-Software
    2.5%
  • Telecom-Services
    1.21%
  • Pharmaceuticals & Biotech
    1.1%

More about Franklin India Debt Hybrid Fund - Dir (G)

Franklin India Debt Hybrid Fund - Dir (G) is a mutual fund under the Low Risk-Return Funds category, managed by Franklin Templeton Mutual Fund. It was launched on 06 Oct 1995, and has been active for over 30 years. As of 31 Mar 2025 the fund manages assets worth ₹204 Crores. The expense ratio is 0.75%.

This fund generated returns of 9.19% in the last 1 year. Since its inception, it has provided an average annual return of 9.45%.

The fund's investments are mainly concentrated in sectors like Debt, Banks, Cash & Others, IT-Software and Telecom-Services.

The top five holdings in this fund include prominent companies such as Net CA & Others, Kotak Mah. Bank, Jubilant Bevco, Bajaj Finance and REC Ltd.

Fund Managers

  • Rohan Maru
  • Venkatesh Sanjeevi
  • Pallab Roy
  • Rahul Goswami
  • Sandeep Manam
  • Rajasa Kakulavarapu

Investment Objective

To provide regular income through a portfolio of predominantly high quality fixed income securities with a maximum exposure of 20% to equities.

franklin-india-debt-hybrid-fund-direct-g

Frequently Asked Questions about Franklin India Debt Hybrid Fund - Dir (G)

  1. Are {{fund_type}} risky?

    These funds are low-risk as they invest in safe assets like government bonds and high-rated debt.

  2. Should I invest in {{fund_type}}?

    Yes, if you prioritize capital preservation and want steady, modest returns.

  3. How long should I stay invested in {{fund_type}}?

    These funds are suitable for short to medium-term goals, generally one to three years.

  4. Can I withdraw my investment from {{fund_type}} anytime?

    Yes, you can withdraw anytime, though holding for the investment term is recommended.

  5. What are the expenses involved in {{fund_type}}?

    Expenses are low, usually between 0.5% and 1%, due to the focus on low-risk assets.

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