Franklin India Banking & PSU Debt Fund
Direct Plan · IDCW · Banking & PSU · Scheme code 129009
Fund houseFranklin Templeton Mutual Fund
CategoryBanking & PSU
Plan & optionDirect · IDCW
History12.3 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 0.28 | 0.58 | -0.05 | 0.43 | 1.86 | 0.91 | 0.70 | 0.69 | 1.20 |
| Banking & PSU category median |
— | — | — | 3.93 | 6.85 | 6.14 | — | 7.02 | — |
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 | 2.5% | -1.86 | -1.73 | — | — | -6.6% | — |
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 | -5.1% | 1.7% | 6.0% | 33% |
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.