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

Franklin India Low Duration · Low Duration
Low
₹0.00
Current NAV
11 Sep 2023
14.2%
1Y Return
21.2%
3Y CAGR
15.2%
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: 1.72).
  • Very large asset base (AUM: ₹24,270 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Higher expense ratio (2.22%) 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
1.72
Sharpe Ratio
1.02
Beta
-0.78
Alpha
1.93
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Fund Details
Fund House Franklin India Low Duration
Category Low Duration
AUM ₹24270 Cr
Expense Ratio 2.22%
Min SIP ₹500
Min Lumpsum ₹1000
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