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Franklin India Low Duration Fund- Segregated Portfolio 2 - 10.90% Vodafone Idea Ltd (02-Sep-2023) - Monthly - IDCW

Franklin India Low Duration · Low Duration
Low
₹0.00
Current NAV
11 Sep 2023
16.0%
1Y Return
19.0%
3Y CAGR
17.0%
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: 1.50).
  • Very large asset base (AUM: ₹22,050 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
1.50
Sharpe Ratio
1.40
Beta
1.80
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Fund Details
Fund House Franklin India Low Duration
Category Low Duration
AUM ₹22050 Cr
Expense Ratio 1.40%
Min SIP ₹500
Min Lumpsum ₹1000
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