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

UTI · Ultra Short Duration
Low
₹12.51
Current NAV
07 Aug 2022
13.7%
1Y Return
7.3%
3Y CAGR
4.4%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.64).
  • Generates significant excess returns relative to benchmark index (Alpha: 4.14).
  • Very large asset base (AUM: ₹21,690 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Higher expense ratio (2.34%) which can affect compounding over long horizons.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
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
1.64
Sharpe Ratio
1.54
Beta
4.14
Alpha
2.20
Sortino
Fund Details
Fund House UTI
Category Ultra Short Duration
AUM ₹21690 Cr
Expense Ratio 2.34%
Min SIP ₹500
Min Lumpsum ₹1000
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