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Franklin India Ultra Short Bond Fund - Retail - Growth

Franklin India Ultra Short Bond · Ultra Short Duration
Low
₹32.93
Current NAV
07 Aug 2022
13.7%
1Y Return
8.6%
3Y CAGR
8.5%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.66).
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Ultra Short Duration mandate.
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
1.66
Sharpe Ratio
1.26
Beta
0.66
Alpha
2.26
Sortino
Fund Details
Fund House Franklin India Ultra Short Bond
Category Ultra Short Duration
AUM ₹3710 Cr
Expense Ratio 1.26%
Min SIP ₹500
Min Lumpsum ₹1000
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