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Franklin India Low Duration Fund- Segregated Portfolio 2- 10.90% Vodafone Idea Ltd 02Sep2023-Growth Plan

Franklin India Low Duration · Low Duration
Low
₹0.00
Current NAV
11 Sep 2023
15.1%
1Y Return
16.1%
3Y CAGR
16.1%
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: 1.21).
  • Generates significant excess returns relative to benchmark index (Alpha: 4.71).
  • Very large asset base (AUM: ₹15,260 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
1.21
Sharpe Ratio
0.51
Beta
4.71
Alpha
1.46
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Fund Details
Fund House Franklin India Low Duration
Category Low Duration
AUM ₹15260 Cr
Expense Ratio 1.31%
Min SIP ₹500
Min Lumpsum ₹1000
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