Home› Funds› Franklin India Low Duration Fund- Segregated Portf

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
Add to Watchlist
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
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%