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Franklin India Ultra Short Duration Fund - IDCW

Franklin India Ultra Short Duration · Ultra Short Duration
Low
₹10.69
Current NAV
30 Oct 2026
0.8%
1Y Return
22.1%
3Y CAGR
15.1%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.81).
  • Generates significant excess returns relative to benchmark index (Alpha: 6.31).
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
1.81
Sharpe Ratio
0.51
Beta
6.31
Alpha
2.19
Sortino
Fund Details
Fund House Franklin India Ultra Short Duration
Category Ultra Short Duration
AUM ₹360 Cr
Expense Ratio 1.31%
Min SIP ₹500
Min Lumpsum ₹1000
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