Home Funds Franklin India Ultra Short Bond Fund- Retail Plan-

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

Franklin India Ultra Short Bond · Ultra Short Duration
Low
₹0.00
Current NAV
20 Jul 2020
15.8%
1Y Return
10.8%
3Y CAGR
16.8%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Ultra Short Duration mandate.
Cons / Risks
  • 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
0.68
Sharpe Ratio
1.18
Beta
0.18
Alpha
0.87
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Fund Details
Fund House Franklin India Ultra Short Bond
Category Ultra Short Duration
AUM ₹1230 Cr
Expense Ratio 1.18%
Min SIP ₹500
Min Lumpsum ₹1000
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