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Franklin India Ultra Short Bond Fund- Institutional Plan-Segregated Portfolio 1- 8.25% Vodafone Idea Ltd-10JUL20-Daily Dividend Option

UTI · Ultra Short Duration
Low
₹0.00
Current NAV
13 Jul 2020
10.4%
1Y Return
9.4%
3Y CAGR
11.4%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Very large asset base (AUM: ₹23,590 Cr) indicating high investor trust and liquidity.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Ultra Short Duration mandate.
Cons / Risks
  • Higher expense ratio (2.04%) 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: Low Risk
Low Moderate High Very High
Risk Metrics
0.54
Sharpe Ratio
0.44
Beta
-0.96
Alpha
0.62
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Fund Details
Fund House UTI
Category Ultra Short Duration
AUM ₹23590 Cr
Expense Ratio 2.04%
Min SIP ₹500
Min Lumpsum ₹1000
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