Home Funds Franklin India Ultra Short Bond Fund - Super Insti

Franklin India Ultra Short Bond Fund - Super Institutional Plan - Daily - IDCW

UTI · Ultra Short Duration
Low
₹12.48
Current NAV
07 Aug 2022
16.7%
1Y Return
14.7%
3Y CAGR
17.7%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 4.07).
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Ultra Short Duration mandate.
Cons / Risks
  • Higher expense ratio (1.87%) 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
1.07
Sharpe Ratio
0.67
Beta
4.07
Alpha
1.47
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Fund Details
Fund House UTI
Category Ultra Short Duration
AUM ₹7620 Cr
Expense Ratio 1.87%
Min SIP ₹500
Min Lumpsum ₹1000
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