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Franklin India Low Duration Fund-Direct- Segregated Portfolio 2 - 10.90% Vodafone Idea Ltd (02-Sep-2023) - Direct Monthly - IDCW

Franklin India Low Duration · Low Duration
Low
₹0.00
Current NAV
11 Sep 2023
23.7%
1Y Return
18.7%
3Y CAGR
13.7%
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 0.47%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.47).
  • Generates significant excess returns relative to benchmark index (Alpha: 3.97).
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
1.47
Sharpe Ratio
1.37
Beta
3.97
Alpha
1.72
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Fund Details
Fund House Franklin India Low Duration
Category Low Duration
AUM ₹9020 Cr
Expense Ratio 0.47%
Min SIP ₹500
Min Lumpsum ₹1000
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