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Franklin India Ultra Short Bond Fund - Institutional - Weekly Dividend

UTI · Ultra Short Duration
Low
₹0.00
Current NAV
01 Sep 2015
28.2%
1Y Return
18.2%
3Y CAGR
18.2%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.42).
  • Generates significant excess returns relative to benchmark index (Alpha: 3.42).
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.
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
1.42
Sharpe Ratio
0.42
Beta
3.42
Alpha
1.59
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Fund Details
Fund House UTI
Category Ultra Short Duration
AUM ₹8470 Cr
Expense Ratio 1.62%
Min SIP ₹500
Min Lumpsum ₹1000
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