MF Gyan
otherLow risk14 years old

Franklin India Debt Hybrid Fund - Direct - Bonus

A specialised fund. Check the scheme details for what it invests in. From Franklin Templeton Mutual Fund. It's been running since 1 Jan 2013.

Latest price per unit
₹13.1444
▼ 0.01% today
As of 5 Jun 2015 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹1.10 L
▲ ₹9.7k gain · 9.7% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

SIP simulator

Play with a monthly investment

Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.

₹5.0k
Looking back · real
You would have invested₹60.0k
Value today₹61.8k
Gain / loss+₹1.8k
XIRR (annualised)6.34%
Looking forward · hypothetical
You would invest₹60.0k
Would become*₹62.1k
Projected gain*+₹2.1k
*at this fund's historical rate of 6.34% per year. Actual future returns can be different — sometimes very different.
Value Cumulative invested
Reality check. The backward SIP is real math on real past NAVs. The forward projection assumes the fund keeps up its historical rate — which rarely happens exactly. Past performance is not a promise. MF Gyan does not recommend any specific investment.
How it compares to peers

Vs 500 other funds in Income

Same plan
1-year return
9.72%median 4.48% (+5.24%)
Rank #83 of 501Beats 81% of peers
Bumpiness (3Y)
5.55%median 4.87% (+0.68%)
Rank #263 of 501Less risky than 47% of peers
Worst-ever drop
-10.33%median -6.75% (-3.58%)
Rank #199 of 501Less risky than 60% of peers

Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.

Year by year

Calendar-year returns. 2 of last 3 years were positive.

-1%
2013
+16%
2014
+1%
2015
Best year
2014 · 15.82%
Worst year
2013 · -1.11%

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
5.5%

The value swings roughly 6% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-10.33%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Similar funds you might want to look at

Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.

Head-to-head comparisons

Side-by-side comparisons of Franklin India Debt Hybrid Fund - Direct - Bonus against other other funds.

Technical details (for the pros)
CAGR — 1 year9.72%
CAGR — 3 years—
CAGR — 5 years—
CAGR — since launch6.41%
Volatility — 1 year (annualised)4.46%
Volatility — 3 years (annualised)5.55%
Max drawdown — 1 year-2.11%
Max drawdown — 3 years-10.33%
Sharpe ratio — 1 year (rf=6%)0.82
Sharpe ratio — 3 years (rf=6%)0.07

Fund info

Fund house
Franklin Templeton Mutual Fund
Category
Income
Plan
Direct
Option
Bonus
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
119294
First price on record
1 Jan 2013 · 595 daily prices

About Franklin India Debt Hybrid Fund - Direct - Bonus

Franklin India Debt Hybrid Fund - Direct - Bonus is a Income offered by Franklin Templeton Mutual Fund under the Direct plan with the Bonus option. It has approximately 14 years of NAV track record. The fund falls in the other category — A specialised fund. Check the scheme details for what it invests in.

The current NAV of Franklin India Debt Hybrid Fund - Direct - Bonus is ₹13.1444 (as of 5 Jun 2015). Historically, it has delivered 9.72% over the last year. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 5.5% annualised volatility — a "low" level of bumpiness; its deepest peak-to-trough fall on record was 10.3%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.

Frequently asked

What is the latest NAV of Franklin India Debt Hybrid Fund - Direct - Bonus?+

The latest NAV of Franklin India Debt Hybrid Fund - Direct - Bonus is ₹13.1444 as of 5 Jun 2015, down 0.01% from the previous day. NAV is updated once a business day after the market close.

What are the returns of Franklin India Debt Hybrid Fund - Direct - Bonus?+

Franklin India Debt Hybrid Fund - Direct - Bonus has delivered 1-year return 9.72%, since-inception CAGR 6.41%. Returns are historical and don't predict future performance — markets move in cycles.

What category does Franklin India Debt Hybrid Fund - Direct - Bonus belong to?+

Franklin India Debt Hybrid Fund - Direct - Bonus is categorised as Income. A specialised fund. Check the scheme details for what it invests in.

How risky is Franklin India Debt Hybrid Fund - Direct - Bonus?+

Based on its 3-year annualised volatility of 5.5%, Franklin India Debt Hybrid Fund - Direct - Bonus sits in the "low" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is Franklin India Debt Hybrid Fund - Direct - Bonus a direct plan?+

Franklin India Debt Hybrid Fund - Direct - Bonus is a Direct plan (no distributor commission — lower expense ratio) with the Bonus option.

How old is Franklin India Debt Hybrid Fund - Direct - Bonus?+

Franklin India Debt Hybrid Fund - Direct - Bonus has NAV history available from 1 Jan 2013 — approximately 14 years of track record and 595 daily NAV observations.

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.