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Franklin India Low Duration Fund-IDCW

Franklin India Low Duration · Low Duration
Low
₹10.56
Current NAV
30 Oct 2026
1.3%
1Y Return
22.5%
3Y CAGR
16.5%
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: 1.85).
  • Well-diversified portfolio aligned with the Low Duration mandate.
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
1.85
Sharpe Ratio
0.85
Beta
-2.15
Alpha
2.31
Sortino
Fund Details
Fund House Franklin India Low Duration
Category Low Duration
AUM ₹5900 Cr
Expense Ratio 1.65%
Min SIP ₹500
Min Lumpsum ₹1000
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