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Franklin India Medium to Long Duration Fund - Direct - IDCW

Franklin India Medium to Long Duration · Long Duration
Moderate
₹10.48
Current NAV
30 Oct 2026
-1.3%
1Y Return
11.0%
3Y CAGR
18.0%
5Y CAGR
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NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.3%.
  • Generates significant excess returns relative to benchmark index (Alpha: 4.70).
  • Very large asset base (AUM: ₹16,250 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
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
0.70
Sharpe Ratio
0.90
Beta
4.70
Alpha
0.91
Sortino
Fund Details
Fund House Franklin India Medium to Long Duration
Category Long Duration
AUM ₹16250 Cr
Expense Ratio 0.30%
Min SIP ₹500
Min Lumpsum ₹1000
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