Home Funds Franklin India Ultra Short Duration Fund - Direct

Franklin India Ultra Short Duration Fund - Direct - Growth

Franklin India Ultra Short Duration · Ultra Short Duration
Low
₹11.36
Current NAV
25 Jun 2026
27.9%
1Y Return
12.9%
3Y CAGR
17.9%
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 0.19%.
  • 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
0.89
Sharpe Ratio
0.79
Beta
1.39
Alpha
1.06
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Fund Details
Fund House Franklin India Ultra Short Duration
Category Ultra Short Duration
AUM ₹4440 Cr
Expense Ratio 0.19%
Min SIP ₹500
Min Lumpsum ₹1000
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