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

UTI · Ultra Short Duration
Low
₹12.15
Current NAV
07 Aug 2022
10.7%
1Y Return
15.7%
3Y CAGR
11.7%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.17%.
  • 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
1.17
Sharpe Ratio
1.07
Beta
-0.33
Alpha
1.37
Sortino
Fund Details
Fund House UTI
Category Ultra Short Duration
AUM ₹5220 Cr
Expense Ratio 0.17%
Min SIP ₹500
Min Lumpsum ₹1000
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