NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

Franklin India Debt Hybrid Fund Growth for NRI [84.74]

Min Investment

10,000

Fund Size

236.85 Cr

Expense Ratio

1.4%

Exit Load

0%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

84.74

0.16%

NAV as on 14 Jul 24, 12:00 AM

moderately high risk

conservative allocation

hybrid (c)

NAV as on 14 Jul 24, 12:00 AM

moderately high risk

conservative allocation

hybrid (c)

14.96%p.a.

Last 1Y

8.67%p.a.

Last 3Y

8.46%p.a.

Last 5Y

9.38%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 236.85 Cr fund under management as on Jul 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 15.0% 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

5.74% Govt Stock 2026

12.42%

Small Industries Development Bank of India 7.68%

8.61%

7.06% Govt Stock 2028

8.59%

Power Finance Corporation Ltd.

6.73%

National Bank For Agriculture And Rural Development

6.70%

Bajaj Finance Limited

6.50%

Bharti Telecom Limited

4.45%

Mahindra Rural Housing Finance Limited

4.35%

Bajaj Housing Finance Limited

4.26%

Cholamandalam Investment And Finance Company Limited

2.16%

Fund Managers

  1. Rahul Goswami (Nov 2023 - Present)
  2. Pallab Roy (Mar 2024 - Present)
  3. Varun Sharma (Sep 2023 - Present)
  4. Sandeep Manam (Oct 2021 - Present)
  5. Rajasa Kakulavarapu (Sep 2021 - Present)

Key Information

View Scheme Document

Franklin India Debt Hybrid Fund Growth SIP Calculator

If invested

5,000

per month

For a period of

Investment of 0 could have been

0(+0.0%)

0 (+0.0%)

This Fund

0 (+0.0%)

Fixed Deposit

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 TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% 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

Frequently Asked Questions