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

Franklin India Credit Risk · Corporate Bond
Moderate
₹0.00
Current NAV
20 Jul 2020
20.2%
1Y Return
22.2%
3Y CAGR
21.2%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.82).
  • Generates significant excess returns relative to benchmark index (Alpha: 4.82).
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
1.82
Sharpe Ratio
1.42
Beta
4.82
Alpha
2.22
Sortino
Fund Details
Fund House Franklin India Credit Risk
Category Corporate Bond
AUM ₹8870 Cr
Expense Ratio 1.02%
Min SIP ₹500
Min Lumpsum ₹1000
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