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Franklin India Credit Risk Fund- Segregated Portfolio 2 - 10.90% Vodafone Idea Ltd (02-Sep-2023) - IDCW

Franklin India Credit Risk · Corporate Bond
Moderate
₹0.00
Current NAV
11 Sep 2023
14.8%
1Y Return
23.8%
3Y CAGR
15.8%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.88%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.98).
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
1.98
Sharpe Ratio
1.28
Beta
-0.52
Alpha
2.73
Sortino
Fund Details
Fund House Franklin India Credit Risk
Category Corporate Bond
AUM ₹1530 Cr
Expense Ratio 0.88%
Min SIP ₹500
Min Lumpsum ₹1000
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