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Franklin India Medium to Long Duration Fund - Growth

Franklin India Medium to Long Duration · Long Duration
Moderate
₹11.13
Current NAV
25 Jun 2026
11.2%
1Y Return
11.2%
3Y CAGR
12.2%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Very large asset base (AUM: ₹20,770 Cr) indicating high investor trust and liquidity.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Long Duration mandate.
Cons / Risks
  • Higher expense ratio (1.92%) which can affect compounding over long horizons.
  • 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
0.72
Sharpe Ratio
1.52
Beta
-0.28
Alpha
0.95
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Fund Details
Fund House Franklin India Medium to Long Duration
Category Long Duration
AUM ₹20770 Cr
Expense Ratio 1.92%
Min SIP ₹500
Min Lumpsum ₹1000
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