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

Franklin India Low Duration · Low Duration
Low
₹0.00
Current NAV
20 Jul 2020
10.5%
1Y Return
19.5%
3Y CAGR
11.5%
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: 1.55).
  • Well-diversified portfolio aligned with the Low Duration mandate.
Cons / Risks
  • Higher expense ratio (1.85%) which can affect compounding over long horizons.
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
1.55
Sharpe Ratio
1.45
Beta
0.05
Alpha
1.94
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Fund Details
Fund House Franklin India Low Duration
Category Low Duration
AUM ₹4100 Cr
Expense Ratio 1.85%
Min SIP ₹500
Min Lumpsum ₹1000
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