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Franklin India Ultra Short Bond Fund - Retail Plan - Daily - IDCW

Franklin India Ultra Short Bond · Ultra Short Duration
Low
₹12.41
Current NAV
07 Aug 2022
25.8%
1Y Return
12.8%
3Y CAGR
15.8%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Generates significant excess returns relative to benchmark index (Alpha: 5.38).
  • Very large asset base (AUM: ₹15,430 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Higher expense ratio (2.38%) 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
0.88
Sharpe Ratio
0.78
Beta
5.38
Alpha
1.04
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Fund Details
Fund House Franklin India Ultra Short Bond
Category Ultra Short Duration
AUM ₹15430 Cr
Expense Ratio 2.38%
Min SIP ₹500
Min Lumpsum ₹1000
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