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

Franklin India Credit Risk · Corporate Bond
Moderate
₹0.00
Current NAV
20 Jul 2020
17.1%
1Y Return
21.1%
3Y CAGR
18.1%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.71).
  • 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
1.71
Sharpe Ratio
0.71
Beta
-0.29
Alpha
1.90
Sortino
Fund Details
Fund House Franklin India Credit Risk
Category Corporate Bond
AUM ₹9260 Cr
Expense Ratio 1.11%
Min SIP ₹500
Min Lumpsum ₹1000
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