Franklin India Banking & PSU Debt Fund
Regular Plan · IDCW · Banking & PSU · Scheme code 129007
Fund houseFranklin Templeton Mutual Fund
CategoryBanking & PSU
Plan & optionRegular · IDCW
History12.3 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 0.26 | 0.56 | -0.06 | 0.38 | 1.67 | 0.58 | 0.30 | 0.25 | 0.74 |
| Banking & PSU category median |
— | — | — | 3.76 | 6.50 | 5.77 | — | 6.59 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 2.4% | -1.97 | -1.80 | — | — | -7.7% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 2,746 | -5.7% | 1.1% | 5.4% | 37% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.