NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹87.36
-0.32%
NAV as on 18 Dec 24, 12:00 AM
moderately high risk
conservative allocation
hybrid (c)
NAV as on 18 Dec 24, 12:00 AM
moderately high risk
conservative allocation
hybrid (c)
11.43%p.a.
Last 1Y
8.84%p.a.
Last 3Y
8.19%p.a.
Last 5Y
9.36%p.a.
Since Inception
About Franklin India Debt Hybrid Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Franklin India Debt Hybrid Fund Growth scheme from Franklin Templeton Asst Mgmt(IND)Pvt Ltd. It is a Conservative Allocation mutual fund scheme that predominantly invests in Conservative Allocation stocks of companies. Launched on Sep 2000, Franklin India Debt Hybrid Fund Growth is Conservative Allocation fund of its category with 213.38 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Conservative Allocation funds.
- Franklin India Debt Hybrid Fund Growth delivered 11.4% annual returns during the last year. It has delivered 9.4% average annual returns since the fund was launched.
- Franklin India Debt Hybrid Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in hybrid (c)
Fund Objective
To provide regular income through a portfolio of predominantly fixed income securities with a maximum exposure of 25% to equities.
Top 10 Holdings
7.04% Govt Stock 2029
11.91%
Small Industries Development Bank Of India
9.93%
Bajaj Finance Limited
7.56%
Power Finance Corporation Ltd.
7.20%
National Bank For Agriculture And Rural Development
7.17%
Rural Electrification Corporation Limited
5.17%
Mahindra Rural Housing Finance Limited
5.02%
Bajaj Housing Finance Limited
4.95%
Mankind Pharma Ltd
4.78%
HDFC Bank Ltd
2.72%
Fund Managers
- Rahul Goswami (Nov 2023 - Present)
- Pallab Roy (Mar 2024 - Present)
- Venkatesh Sanjeevi (Oct 2024 - Present)
- Rohan Maru (Oct 2024 - Present)
- Sandeep Manam (Oct 2021 - Present)
- Rajasa Kakulavarapu (Sep 2021 - Present)
Key Information
View Scheme Document
Franklin India Debt Hybrid Fund Growth SIP Calculator
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NRI Mutual Fund Tax on Franklin India Debt Hybrid Fund Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Franklin India Debt Hybrid Fund Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Franklin India Debt Hybrid Fund Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
Similar Funds
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3Y Return
HDFC Hybrid Debt Fund Growth
moderately high risk | debt
10.3%
Kotak Debt Hybrid Growth
moderately high risk | debt
10.1%
Parag Parikh Conservative Hybrid Fund Growth
moderately high risk | hybrid (c)
11.1%
Frequently Asked Questions
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