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

UTI · Ultra Short Duration
Low
₹12.20
Current NAV
07 Aug 2022
22.7%
1Y Return
16.7%
3Y CAGR
12.7%
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 0.27%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.27).
  • Generates significant excess returns relative to benchmark index (Alpha: 4.27).
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
1.27
Sharpe Ratio
0.87
Beta
4.27
Alpha
1.61
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Fund Details
Fund House UTI
Category Ultra Short Duration
AUM ₹1320 Cr
Expense Ratio 0.27%
Min SIP ₹500
Min Lumpsum ₹1000
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