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Franklin India Low Duration Fund - Quarterly - IDCW

Franklin India Low Duration · Low Duration
Low
₹14.77
Current NAV
07 Aug 2022
19.9%
1Y Return
18.9%
3Y CAGR
20.9%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.49).
  • Very large asset base (AUM: ₹16,040 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
1.49
Sharpe Ratio
0.79
Beta
-1.01
Alpha
1.77
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Fund Details
Fund House Franklin India Low Duration
Category Low Duration
AUM ₹16040 Cr
Expense Ratio 1.59%
Min SIP ₹500
Min Lumpsum ₹1000
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