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Franklin India Ultra Short Duration Fund - Growth

Franklin India Ultra Short Duration · Ultra Short Duration
Low
₹11.27
Current NAV
25 Jun 2026
27.0%
1Y Return
15.0%
3Y CAGR
17.0%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Generates significant excess returns relative to benchmark index (Alpha: 4.10).
  • Very large asset base (AUM: ₹17,650 Cr) indicating high investor trust and liquidity.
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
1.10
Sharpe Ratio
0.70
Beta
4.10
Alpha
1.21
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Fund Details
Fund House Franklin India Ultra Short Duration
Category Ultra Short Duration
AUM ₹17650 Cr
Expense Ratio 1.50%
Min SIP ₹500
Min Lumpsum ₹1000
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