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Franklin India Credit Risk Fund- Segregated Portfolio 2- 10.90% Vodafone Idea Ltd 02Sep2023-Growth Plan

Franklin India Credit Risk · Corporate Bond
Moderate
₹0.00
Current NAV
11 Sep 2023
27.6%
1Y Return
13.6%
3Y CAGR
17.6%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Professionally managed by an established fund house with experienced fund managers.
  • 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
0.96
Sharpe Ratio
0.56
Beta
1.96
Alpha
1.21
Sortino
Fund Details
Fund House Franklin India Credit Risk
Category Corporate Bond
AUM ₹3010 Cr
Expense Ratio 1.36%
Min SIP ₹500
Min Lumpsum ₹1000
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