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Franklin India Low Duration Fund- Segregated Portfolio 1- 8.25% Vodafone Idea Ltd-10JUL20-Direct-Growth Plan

Franklin India Low Duration · Low Duration
Low
₹0.00
Current NAV
20 Jul 2020
18.2%
1Y Return
18.2%
3Y CAGR
19.2%
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 0.12%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.42).
  • Generates significant excess returns relative to benchmark index (Alpha: 4.42).
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
1.42
Sharpe Ratio
1.02
Beta
4.42
Alpha
1.59
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Fund Details
Fund House Franklin India Low Duration
Category Low Duration
AUM ₹8470 Cr
Expense Ratio 0.12%
Min SIP ₹500
Min Lumpsum ₹1000
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