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

Franklin India Low Duration · Low Duration
Low
₹0.00
Current NAV
20 Jul 2020
16.8%
1Y Return
14.8%
3Y CAGR
17.8%
5Y CAGR
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NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.38%.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Low Duration mandate.
Cons / Risks
  • Smaller AUM (₹130 Cr) which might lead to higher tracking errors or expense adjustments.
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
1.08
Sharpe Ratio
0.68
Beta
-1.92
Alpha
1.49
Sortino
Fund Details
Fund House Franklin India Low Duration
Category Low Duration
AUM ₹130 Cr
Expense Ratio 0.38%
Min SIP ₹500
Min Lumpsum ₹1000
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