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Franklin India Credit Risk Fund-Segregated Portfolio 3 (9.50% Yes Bank Ltd CO 23Dec21) - Direct IDCW

Franklin India Credit Risk · Corporate Bond
Moderate
₹0.00
Current NAV
25 Jun 2026
26.8%
1Y Return
13.8%
3Y CAGR
16.8%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Highly cost-efficient with a low expense ratio of 0.58%.
  • Very large asset base (AUM: ₹14,530 Cr) indicating high investor trust and liquidity.
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
0.98
Sharpe Ratio
1.48
Beta
0.48
Alpha
1.25
Sortino
Fund Details
Fund House Franklin India Credit Risk
Category Corporate Bond
AUM ₹14530 Cr
Expense Ratio 0.58%
Min SIP ₹500
Min Lumpsum ₹1000
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