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Franklin India Low Duration Fund - Direct - Monthly - IDCW

Franklin India Low Duration · Low Duration
Low
₹13.33
Current NAV
07 Aug 2022
10.9%
1Y Return
22.9%
3Y CAGR
11.9%
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 0.59%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.89).
  • Generates significant excess returns relative to benchmark index (Alpha: 2.89).
  • Very large asset base (AUM: ₹23,440 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: Low Risk
Low Moderate High Very High
Risk Metrics
1.89
Sharpe Ratio
1.49
Beta
2.89
Alpha
2.44
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Fund Details
Fund House Franklin India Low Duration
Category Low Duration
AUM ₹23440 Cr
Expense Ratio 0.59%
Min SIP ₹500
Min Lumpsum ₹1000
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