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Franklin India Liquid Fund - Institution-Growth

UTI · Liquid
Low
₹0.00
Current NAV
08 Jul 2020
5.2%
1Y Return
5.7%
3Y CAGR
5.9%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 4.07).
  • Very large asset base (AUM: ₹10,620 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Liquid mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Conservative investors seeking capital safety, high liquidity, or parking surplus cash.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Aggressive investors expecting index-beating returns or high inflation-beating growth.
  • Short-term trading or speculative investment horizons.
Risk Profile: Low Risk
Low Moderate High Very High
Risk Metrics
0.57
Sharpe Ratio
1.07
Beta
4.07
Alpha
0.67
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Fund Details
Fund House UTI
Category Liquid
AUM ₹10620 Cr
Expense Ratio 1.07%
Min SIP ₹500
Min Lumpsum ₹1000
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