Franklin India Low Duration Fund (Debt, Short Term)

Moderate
7 yrs 8 monthsStarted on:26 Jul 2010
₹ 5692.09 Cras on: 23 Feb 2018
Short Term Horizon
0.78%
Income Generation

Minimum Investment

  • ₹ 10000.00 for Lumpsum

Investment Objective

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

Exit Load

w.e.f 26/07/2010 Entry Load - NIL; Exit Load: 0.50% if redeemed/switched-out within 3 months from the date of allotment: For SIP/STP, basis registration date

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD0.97
1 Month0.51
3 Month1.37
1 YR7.68
2 YR9.21
3 YR9.10

SIP Returns

TenureReturns (CAGR)
1 YR6.96
2 YR8.19
3 YR8.61
5 YR9.1

Portfolio

Company Name% Assets
DLF Home Developers Ltd 21/11/2019 9.20%3.84
Housing Development Finance Corpn. Ltd. 364-D 04/06/20183.68
Renew Power Ventures Pvt Ltd. 31/07/20253.5
Reliance Infrastructure Consulting & Engineers Ltd. 15/01/20213.24
Narmada Wind Energy Pvt. Ltd. 31/03/2023 9.60%2.97
Edelweiss Commodities Services Ltd. 26/10/2020 8.40%2.71
DLF Ltd. 10/08/2018 12.25%2.38
Andhra Bank 9.20%2.25
Pune Solapur Expressways Pvt Ltd. 31/03/20292.24
National Bank For Agriculture & Rural Development 02/03/20182.19

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation0.77%
Beta0.5%
Sharpe Ratio7.47

Santosh Kamath,Kunal Agrawal

Mr. Kamath is a B.E ( Electronics ) from REC Bhopal and PGDM (Management) from XLRI Jamshedpur.Mr. Agrawal is a B.Tech from IIT Delhi and PGDM from IIM C.
Prior to joining Franklin Templeton Investments he has worked with ING Vysya AMC, Zurich Asset Management, SBI Mutual, CRISIL and Jardine Fleming Asset Management.Prior to joining Franklin India AMC he has worked with Credits- Portfolio Management, CRISIL Ltd., IBM Ltd. & Infosys Ltd.

Other Funds Managed by Santosh Kamath,Kunal Agrawal

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