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Franklin India Credit Risk Fund- Segregated Portfolio 1- 8.25% Vodafone Idea Ltd-10JUL20-Direct-Dividend Plan

Franklin India Credit Risk · Corporate Bond
Moderate
₹0.00
Current NAV
20 Jul 2020
18.1%
1Y Return
12.1%
3Y CAGR
19.1%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.11%.
  • Generates significant excess returns relative to benchmark index (Alpha: 5.81).
  • Well-diversified portfolio aligned with the Corporate Bond mandate.
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.
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
0.81
Sharpe Ratio
0.41
Beta
5.81
Alpha
0.90
Sortino
Fund Details
Fund House Franklin India Credit Risk
Category Corporate Bond
AUM ₹2860 Cr
Expense Ratio 0.11%
Min SIP ₹500
Min Lumpsum ₹1000
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