Home› Funds› Franklin India Medium to Long Duration Fund - Dire

Franklin India Medium to Long Duration Fund - Direct Growth

Franklin India Medium to Long Duration · Long Duration
Moderate
₹11.20
Current NAV
30 Oct 2026
3.1%
1Y Return
23.7%
3Y CAGR
17.7%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.37%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.97).
  • Generates significant excess returns relative to benchmark index (Alpha: 4.47).
  • Very large asset base (AUM: ₹20,020 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: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.97
Sharpe Ratio
0.67
Beta
4.47
Alpha
2.70
Sortino
Fund Details
Fund House Franklin India Medium to Long Duration
Category Long Duration
AUM ₹20020 Cr
Expense Ratio 0.37%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Long Duration
JM Medium to Long Duration Fund (Direct) - Bonus Option - Principal Units
JM Medium to Long Duration
₹28.56 8.9%
Bandhan Medium to Long Duration Fund - Direct Plan - Growth
Bandhan
₹75.01 5.4%
Bandhan Medium to Long Duration Fund - Direct Plan - Periodic IDCW
Bandhan
₹18.21 5.2%
Bandhan Medium to Long Duration Fund - Regular Plan - Growth
Bandhan
₹67.86 4.5%