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Franklin India Low Duration Fund - Growth Plan

Category: Credit Opportunities Fund
Launch Date: 26-07-2010
Asset Class: Money Market
Benchmark: Crisil Short-term Bond Fund Index
Expense Ratio: 0.78% As on (31-03-2018)
Status: Open Ended Schemes(Income) for subscription
Minimum Investment: 10000.0
Minimum Topup: 1000.0
Total Assets: 5,793.14 Cr As on (30-04-2018)
Turn over: -
NAV as on 24-05-2018

20.0807

0.01 (0.0259%)

CAGR Since Inception

9.31%

Crisil Short-term Bond Fund Index 7.34%

PERFORMANCE of Franklin India Low Duration Fund - Growth Plan

Scheme Performance (%)

Data as on - 24-05-2018

Yearly Performance (%)

Fund Managers

Mr. Kunal Agrawal, Mr. Santosh Kamath

Mr. Agrawal is a B.Tech from IIT Delhi and PGDM from IIM C. Prior to joining Franklin India AMC he has worked with Credits- Portfolio Management, CRISIL Ltd., IBM Ltd. & Infosys Ltd.

Investment Objective

The fund aims to earn regular income through investment primarily in domestic fixed income instruments and highly rated debt securities.

RETURNS CALCULATOR for Franklin India Low Duration Fund - Growth Plan

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Franklin India Low Duration Fund - Growth Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Franklin India Low Duration Fund - Growth Plan 0.68 9.25 6.51 0.41 8.74 1.7
Credit Opportunities Fund - - - - - -

PEER COMPARISION of Franklin India Low Duration Fund - Growth Plan

Period
Data as on - 24-05-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Franklin India Low Duration Fund - Growth Plan 26-07-2010 7.37 8.65 8.89 9.23 0.0
BOI AXA Credit Risk Fund - Regular Plan 27-02-2015 8.06 9.35 9.71 0.0 0.0
Baroda Pioneer Credit Opportunities Fund -Plan B-Growth Option 08-01-2015 7.21 9.92 10.41 0.0 0.0
Franklin India Income Opportunities Fund - Growth 11-12-2009 6.94 8.76 8.22 8.61 0.0
Franklin India Short-Term Income Plan-Growth 31-01-2002 6.92 8.79 8.13 8.67 9.16
Franklin India Corporate Bond Opportunities Fund - Growth 07-12-2011 6.63 8.45 8.2 8.68 0.0
Franklin India Dynamic Accrual Fund-Growth 05-03-1997 6.48 8.69 8.82 8.27 8.19
Principal Credit Risk Fund - Regular Plan - Growth Option 14-09-2004 6.33 7.27 7.81 7.84 7.84
L&T Low Duration Fund-Regular Plan - Growth 05-12-2010 6.27 8.18 8.54 8.4 0.0
Baroda Pioneer Credit Opportunities Fund -Plan A -Growth Option 23-01-2015 6.05 8.59 9.11 0.0 0.0

PORTFOLIO ANALYSIS of Franklin India Low Duration Fund - Growth Plan

Asset Allocation (%)

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