Franklin India Low Duration Fund Growth Plan | Pros & Cons NAV(32.18)

Franklin India Low Duration Fund Growth Plan

Debt: Low Duration

Fund Information

Objective

Very High Risk

10 Year Gsec

Benchmark

2000-02-07

Launched On

Type

--

Min SIP

10000

Min Investment

98

AUM in Crores

0.07

Expense Ratio

0.50

Exit Load

Franklin Templeton Asset Management (India) Private Limited

Fund House

Santosh Kamath, Kunal Agrawal

Fund Managers

Franklin India Low Duration Fund Plan Pros & Cons

Pros

  • Franklin India Low Duration Fund Growth Plan has over performed index in 2014-2017, 2015-2018, 2016-2019, 2017-2020 years
  • Lower Expense Ratio
  • 3 years avg returns are higher than benchmark
  • Franklin India Low Duration Fund Growth Plan is ranking 2nd in last 5 years

Cons

    Average Returns

    Fund Name1Y (%)3Y (%)5Y (%)7Y (%)10Y (%)15Y (%)
    Franklin India Low Duration Fund Growth Plan 
    17.397.88.018.528.94
    10 Year Gsec
    8.66-4.21-0.7-2.06-2.04-1.22

    Franklin India Low Duration Fund Plan Rolling Returns

    Fund Name3 Year (%)5 Year (%)
    AverageMaxMinAverageMaxMin
    Franklin India Low Duration Fund Growth Plan 
    8.3610.1508.579.970
    10 Year Gsec
    -2.3517.21-24.83-1.7411.17-16.61

    Risk Parameters

    Fund NameMeanStdSharpeBetaAlpha
    Franklin India Low Duration Fund Growth Plan 
    7.425.540.486-0.012.6
    10 Year Gsec
    -4.218.81-1.015--
    Risk Parameters are calculated for the last 3 years data.

    Calender Year Returns

    Performance

    Best PerformanceWorst Performance
    PeriodReturnsPeriodReturns
    Week2020-03-24 - 2020-03-31
    1.98
    2020-01-10 - 2020-01-17
    -6.74
    Month2020-11-24 - 2020-12-24
    2.59
    2019-12-19 - 2020-01-19
    -6.03
    Quarter2020-08-28 - 2020-12-28
    5.59
    2019-11-25 - 2020-03-25
    -10.45
    Year2020-05-15 - 2021-05-15
    14.66
    2019-03-25 - 2020-03-25
    -6.78

    Portfolio

    Stock NameSector% of Total Holdings
    Clix Capital Services 27/06/2023Debenture64.54
    SBI Overnight Direct-GMutual Fund11.02
    9.75% Uttar Pradesh Power Corporation 20/10/2021Debenture7.76
    JM Financial Credit Solutions 23/07/2024Debenture0.21
    Clix Capital Services 27/06/2023Debenture64.1
    SBI Overnight Direct-GMutual Fund35.08
    JM Financial Credit Solutions 23/07/2024Debenture0.21

    AUM Yearly

    Franklin India Low Duration Fund Plan Details

    Franklin India Low Duration Fund Growth Plan is a mutual fund scheme launched by Franklin Templeton Asset Management (India) Private Limited.This fund has been launched on 2000-02-07. Franklin India Low Duration Fund Growth Plan currently has 98 crores of assets under management (AUM) and has an expense ratio of 0.07 which is lower than what most other Large Cap funds charge.


    Franklin India Low Duration Fund Growth Plan has given returns of 17.39% in the last 1 year and 7.8% in the last 3 years. And since launch the fund has given 8.6% returns.


    This fund invests in companies which are fundamentally strong and having growth potential.


    The top holdings of the fund are Clix Capital Services 27/06/2023 , SBI Overnight Direct-G , 9.75% Uttar Pradesh Power Corporation 20/10/2021 , JM Financial Credit Solutions 23/07/2024 , Clix Capital Services 27/06/2023

    Frquently Asked Questions

    1. What is the NAV of Franklin India Low Duration Fund Plan?

    The current Net Asset Value (NAV) of the Franklin India Low Duration Fund Plan is 32.18

    2. Franklin India Low Duration Fund Plan Rolling Returns

    The 3 year rolling returns of the Franklin India Low Duration Fund Plan:

    • Mean : 8.36%
    • Max : 10.15%
    • Min : 0%

    3. How do I invest in Franklin India Low Duration Fund Plan?

    1. Click here Invest Now
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    3. Invest and enjoy the returns

    Franklin India Low Duration Fund Growth Plan



    Investment Duration 3 years

    Disclaimer

    Please note that these calculators are for illustrations only and do not represent actual returns. Mutual Funds do not have a fixed rate of return and it is not possible to predict the rate of return.