Home› Funds› Franklin India Ultra Short Bond Fund - Super Insti

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

UTI · Ultra Short Duration
Low
₹12.51
Current NAV
07 Aug 2022
15.4%
1Y Return
20.4%
3Y CAGR
16.4%
5Y CAGR
Add to Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • 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.
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
SIP Calculator Compare Funds
Similar Funds in Ultra Short Duration
Motilal Oswal Ultra Short Term Fund Direct - IDCW Fortnightly Reinvestment
Motilal Oswal
₹11.83 31.9%
TATA Ultra Short Term Fund-Regular Plan - Monthly Payout of Income Distribution cum capital withdrawal option
Tata
₹15.01 31.9%
NIPPON INDIA ULTRA SHORT DURATION FUND - WEEKLY IDCW OPTION
Nippon India
₹1093.68 31.8%
CANARA ROBECO ULTRA SHORT TERM FUND- REGULAR PLAN - IDCW (Payout)
Canara Robeco
₹1650.22 31.7%