Franklin India Low Duration - Direct Plan
The Franklin India Low Duration Fund is an actively managed, open-ended debt mutual fund. The fund is a low-duration fund i.e. the fund invests predominantly in short-term debt instruments. To achieve a low duration, the fund is actively managed.
Fund Info
| Scheme Class | Debt |
| Scheme Category | Low Duration |
| Benchmark Type | CRISIL Liquid Fund TR INR |
| Expense Ratio | 0.5% |
| Min subscription | ₹ 10,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 5,170 |
| AMC AUM (in Crs.) | ₹ 1,18,912 |
| Min Addition Subscription | ₹ 1,000 |
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 10000 | 1000 | 3.33% | |
| 1000 | 1000 | 5.19% | |
| 1000 | 1000 | 0.93% | |
| 1000 | 1000 | 0.93% | |
| 1000 | 1000 | 7.8% | |
| 1000 | 1000 | 5.19% | |
| 1000 | 1000 | 8.34% | |
| 1000 | 1000 | 8.34% | |
| 1000 | 1000 | 5.19% |
Portfolio Info
The Franklin India Low Duration Fund invests in short-term debt instruments that have low credit ratings. The fund makes such investments to generate high interest income and take advantage of any credit rating upgrades. The fund invests primarily in Corporate Bonds and provides investors with good capital protection.
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| Greenko Clean Energy Projects Private Limited | Bond - Corporate Bond | 6 |
| Small Business Fincredit India Private Limited | Bond - Corporate Bond | 5 |
| Renew Power Ventures Private Limited | Bond - Corporate Bond | 4 |
| PIRAMAL CAPITAL & HOUSING FINANCE LIMITED | Bond - Corporate Bond | 4 |
| Tata Realty And Infrastructure Limited | Cash - Commercial Paper | 4 |
| ESS KAY FINCORP LIMITED | Bond - Corporate Bond | 4 |
| Tata Projects Limited | Cash - Commercial Paper | 4 |
| Vodafone Mobile Services Limited | Bond - Corporate Bond | 3 |
| Essel Infraprojects Limited | Bond - Corporate Bond | 3 |
| ReNew Solar Power Private Limited | Bond - Corporate Bond | 3 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Bond - Corporate Bond | 84 |
| Cash - Commercial Paper | 15 |
| Cash - CD Time Deposit | 2 |
| Other Assets And Liabilities | 1 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Bond - Corporate Bond | 84 |
| Cash - Commercial Paper | 15 |
| Cash - CD Time Deposit | 2 |
| Other Assets And Liabilities | 1 |
Objective
The objective of the Scheme is to earn regular income for investors through investment primarily in debt securities
Suitability
This product is suitable for investors who are seeking• This product is suitable for Investors who are seeking• Regular income for short term.• An income fund focusing on low duration securities.
Franklin Templeton Mutual Fund
AUM₹1,18,912 Cr
About
The firm specializes in conservatively managed mutual funds. It offers products under the Franklin, Templeton, Mutual Series and Fiduciary brand names. Like other large investment companies, the firm offers a wide variety of funds but is traditionally best known for bond funds under the Franklin brand, international funds under the Templeton brand, and value funds under the Mutual Series brand.##With more than 600 investment professionals in 28 countries around the world, Franklin Templeton is uniquely positioned to look beyond the largest or most visible securities in each market to spot smart global investments that meet their rigorous investment criteria.##Franklin Templeton association with India dates back to over 2 decades as an investor. As part of the group major thrust on investing in markets around the world, the India office was set up in 1996 as Templeton Asset Management India Pvt. Limited.
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AddressCalculate Returns
Investment DurationYears6Months0
Investment Amount₹ 10000
Return Amount₹ 4185
Return Rate6 %
Duration6y 0m