Home Funds Franklin India Low Duration Fund - Growth Plan

Franklin India Low Duration Fund - Growth Plan

Franklin India Low Duration · Low Duration
Low
₹32.61
Current NAV
07 Aug 2022
23.0%
1Y Return
11.0%
3Y CAGR
13.0%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Generates significant excess returns relative to benchmark index (Alpha: 5.70).
  • Very large asset base (AUM: ₹12,750 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.

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
0.70
Sharpe Ratio
1.50
Beta
5.70
Alpha
0.91
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Fund Details
Fund House Franklin India Low Duration
Category Low Duration
AUM ₹12750 Cr
Expense Ratio 1.10%
Min SIP ₹500
Min Lumpsum ₹1000
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