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

Franklin India Credit Risk · Corporate Bond
Moderate
₹0.00
Current NAV
23 Oct 2026
28.9%
1Y Return
16.9%
3Y CAGR
18.9%
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: 1.29).
  • Generates significant excess returns relative to benchmark index (Alpha: 2.29).
  • Very large asset base (AUM: ₹20,840 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
1.29
Sharpe Ratio
0.89
Beta
2.29
Alpha
1.66
Sortino
Fund Details
Fund House Franklin India Credit Risk
Category Corporate Bond
AUM ₹20840 Cr
Expense Ratio 1.69%
Min SIP ₹500
Min Lumpsum ₹1000
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