Franklin India Debt Hybrid Fund
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4–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation4.7%
Sharpe Ratio0.81
Beta1.03
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Call, Cash & Other AssetsUtilities10.70%
Kotak Mahindra Bank Limited (Formerly Kotak Mahindra Finance Limited)Utilities9.50%
Jubilant Bevco LimitedUtilities7.76%
Bajaj Finance LimitedUtilities7.66%
Rec LimitedUtilities5.38%
National Bank For Agriculture And Rural DevelopmentUtilities5.08%
Mahindra Rural Housing Finance LimitedUtilities5.08%
Small Industries Development Bank Of IndiaUtilities5.07%
Bajaj Housing Finance LimitedUtilities5.04%
Poonawalla Fincorp LimitedUtilities4.96%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.41%
Regulatory & Tax Information
INF090I01EE9
ISINDailyDealing Frequency
CRISIL Hybrid 85+15 - ConservativeTR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)