Franklin India Low Duration Fund (Debt, Short Term)

19.37
9.56%
2
Income Generation
Short Term Horizon
Moderate
0.78%
7 yrs 3 months26 Jul 2010
₹ 4957.81 Cr18 Oct 2017

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Minimum Investment

  • ₹ 10000.00 for Lumpsum

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

Investment Objective

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

Scheme Documents

TenureReturns (CAGR)
YTD
7.27
1 Month
0.59
3 Month
1.92
1 YR
9.04
2 YR
9.32
3 YR
9.60
TenureReturns (CAGR)
1 YR
8.82
2 YR
9.36
3 YR
9.44
5 YR
9.61

Portfolio

Company Name% Assets
Housing Development Finance Corpn. Ltd. 364-D 04/06/20184.15
Renew Power Ventures Pvt Ltd. 31/07/2025 9.45%4.02
Yes Bank Ltd. 9.50%3.63
Equitas Finance Pvt Ltd. 30/08/2019 10.15%3.56
Export-Import Bank Of India 313-D 14/03/20182.94
DLF Ltd. 10/08/2018 12.25%2.75
Pune Solapur Expressways Pvt Ltd. 31/03/20292.6
Sterlite Industries (India) Ltd. 04/07/2023 9.17%2.53
Reliance Project Ventures & Management Ltd. 22/12/2017 12.33%2.53
National Bank For Agriculture & Rural Development 02/03/20182.46

Top Sectoral Holdings

Sector Name% Assets

Indicators

Standard Deviation0.71%
Beta0.47%
Sharpe Ratio6.78

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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