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

UTI · Ultra Short Duration
Low
₹0.00
Current NAV
13 Jul 2020
25.1%
1Y Return
16.1%
3Y CAGR
15.1%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.21).
  • Well-diversified portfolio aligned with the Ultra Short Duration mandate.
Cons / Risks
  • Higher expense ratio (2.31%) which can affect compounding over long horizons.
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
1.21
Sharpe Ratio
1.11
Beta
-2.29
Alpha
1.46
Sortino
Fund Details
Fund House UTI
Category Ultra Short Duration
AUM ₹5760 Cr
Expense Ratio 2.31%
Min SIP ₹500
Min Lumpsum ₹1000
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