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

UTI · Ultra Short Duration
Low
₹0.00
Current NAV
20 Jul 2020
21.1%
1Y Return
9.1%
3Y CAGR
11.1%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Highly cost-efficient with a low expense ratio of 0.71%.
  • 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
0.51
Sharpe Ratio
1.31
Beta
1.51
Alpha
0.57
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Fund Details
Fund House UTI
Category Ultra Short Duration
AUM ₹7060 Cr
Expense Ratio 0.71%
Min SIP ₹500
Min Lumpsum ₹1000
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