Home Funds Franklin India Money Market Fund - Institutional O

Franklin India Money Market Fund - Institutional Option - Growth

UTI · Sectoral
Very High
₹0.00
Current NAV
07 Sep 2015
34.2%
1Y Return
21.2%
3Y CAGR
18.2%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Generates significant excess returns relative to benchmark index (Alpha: 3.92).
  • Very large asset base (AUM: ₹20,970 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.

Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.

Risk Profile: Very High Risk
Low Moderate High Very High
Risk Metrics
0.92
Sharpe Ratio
0.52
Beta
3.92
Alpha
1.12
Sortino
Fund Details
Fund House UTI
Category Sectoral
AUM ₹20970 Cr
Expense Ratio 1.32%
Min SIP ₹500
Min Lumpsum ₹1000
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