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Franklin India Banking and PSU Debt Fund - IDCW

Franklin India Banking and PSU Debt · Banking & PSU
Moderate
₹10.84
Current NAV
25 Jun 2026
14.0%
1Y Return
10.0%
3Y CAGR
15.0%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Banking & PSU mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
0.60
Sharpe Ratio
1.40
Beta
-0.40
Alpha
0.72
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Fund Details
Fund House Franklin India Banking and PSU Debt
Category Banking & PSU
AUM ₹8150 Cr
Expense Ratio 1.40%
Min SIP ₹500
Min Lumpsum ₹1000
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