Home› Funds› Franklin India Low Duration Fund - Monthly - IDCW

Franklin India Low Duration Fund - Monthly - IDCW

Franklin India Low Duration · Low Duration
Low
₹15.04
Current NAV
07 Aug 2022
21.5%
1Y Return
11.5%
3Y CAGR
11.5%
5Y CAGR
Add to Watchlist
Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Very large asset base (AUM: ₹18,300 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Low Duration mandate.
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
0.75
Sharpe Ratio
1.55
Beta
-2.25
Alpha
1.01
Sortino
Fund Details
Fund House Franklin India Low Duration
Category Low Duration
AUM ₹18300 Cr
Expense Ratio 1.55%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Low Duration
HDFC Low Duration Fund - Direct Plan - Daily IDCW
HDFC
₹10.07 31.9%
Invesco India Low Duration Fund - Growth
Invesco
₹4008.65 31.8%
HSBC Low Duration Fund - Direct Growth
HSBC
₹32.24 31.7%
NIPPON INDIA LOW DURATION FUND - DIRECT Plan - WEEKLY IDCW Option
Nippon India
₹1013.61 31.7%