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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
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

Benchmark Type

CRISIL Liquid Fund TR INR

Exit Load

Exit load of 0.5%, if redeemed between (0-3) months. No Exit load, if redeemed after 3 months.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
UTI - Treasury Advantage Fund - Direct Plan	10000	1000	3.25%
Franklin India Low Duration - Direct Plan	1000	1000	4.1%
Principal Low Duration Fund - Direct Plan	1000	1000	0.82%
Principal Low Duration Fund - Direct Plan	1000	1000	0.82%
Invesco India Treasury Advantage Fund - Direct Plan	1000	1000	7.74%
Franklin India Low Duration - Direct Plan	1000	1000	4.1%
Kotak Low Duration Fund - Direct Plan	1000	1000	8.29%
Kotak Low Duration Fund - Direct Plan	1000	1000	8.29%
IDFC Low Duration Fund - Direct Plan	1000	1000	7.64%

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

Fund Manager

Santosh Kamath

5+ years of experience

Kunal Agrawal

5+ years of experience

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.

service@templeton.com

Phone

1800 425 4255

Address

Franklin Templeton Asset Management (India) Private Limited,Indiabulls Finance Centre; Tower 2, 12th and 13th Floor,Senapati Bapat Marg;,Elphinstone Road (W), Mumbai - 400 013

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m