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Franklin India Low Duration Fund - Segregated Portfolio 2 Direct-Growth
Debt: Ultra Short to Short Term - Growth (Open ended)
SEBI Riskometer: LowCategory: Debt: Ultra Short to Short TermBenchmark: NIFTY Low Duration Debt IndexCheck Portfolio Overlap →
NAV: ₹1.39+0.00%
08 Sept 2023
Similar Funds
Side-by-side comparison of Franklin India Low Duration Fund - Segregated Portfolio 2 Direct-Growth with similar funds — trailing returns, risk metrics, AUM and expense ratio.
| Period | This Fund | Category Avg | Category Rank |
|---|---|---|---|
| 1Y Return | — | 5.77% | — |
| 3Y Return | — | 7.16% | — |
| 5Y Return | — | 6.54% | — |
| 10Y Return | — | 6.23% | — |
Trailing annualised returns (%). Category rank: lower is better. Green = top third of category.
Funds in Debt: Ultra Short to Short Term
Top funds by AUM in the Debt: Ultra Short to Short Term category — see how Franklin India Low Duration Fund - Segregated Portfolio 2 Direct-Growth compares on size and returns.
Frequently Asked Questions
Which funds are similar to Franklin India Low Duration Fund - Segregated Portfolio 2 Direct-Growth?
Funds similar to Franklin India Low Duration Fund - Segregated Portfolio 2 Direct-Growth in the Debt: Ultra Short to Short Term category include ICICI Prudential Ultra Short to Short Term Fund Direct-Growth, HDFC Ultra Short to Short Term Fund Direct-Growth, and Kotak Ultra Short to Short Term Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of Franklin India Low Duration Fund - Segregated Portfolio 2 Direct-Growth in its category?
The category rank of Franklin India Low Duration Fund - Segregated Portfolio 2 Direct-Growth is shown in the Trailing Returns section above.
How does Franklin India Low Duration Fund - Segregated Portfolio 2 Direct-Growth's expense ratio compare to similar funds?
Franklin India Low Duration Fund - Segregated Portfolio 2 Direct-Growth has an expense ratio of 0.13%. The peers ICICI Prudential Ultra Short to Short Term Fund Direct-Growth has an expense ratio of 0.42% and HDFC Ultra Short to Short Term Fund Direct-Growth has 0.46%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does Franklin India Low Duration Fund - Segregated Portfolio 2 Direct-Growth's AUM compare to similar funds?
Franklin India Low Duration Fund - Segregated Portfolio 2 Direct-Growth has an AUM of ₹47.42 crore. The peers ICICI Prudential Ultra Short to Short Term Fund Direct-Growth has an AUM of ₹18,781.2 crore and HDFC Ultra Short to Short Term Fund Direct-Growth has ₹16,512.9 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Debt: Ultra Short to Short Term?
The top performing fund in the Debt: Ultra Short to Short Term category on a 3-year basis is HSBC Ultra Short to Short Term Fund Direct-Growth with a CAGR of 7.70% as of 7 Sep 2023. Franklin India Low Duration Fund - Segregated Portfolio 2 Direct-Growth has delivered - CAGR over the same period. You can view and compare the full category ranking on sharpely.
How does Franklin India Low Duration Fund - Segregated Portfolio 2 Direct-Growth rank in risk-adjusted returns vs peers?
The Sharpe ratio of Franklin India Low Duration Fund - Segregated Portfolio 2 Direct-Growth is shown in the Alpha, Beta & Sharpe section on the Performance tab.