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Franklin India Medium to Long Duration Fund - Growth
★★★★★ monitor_heart Health Score: 66/100 · GoodFranklin Templeton Mutual Fund · Debt · Medium to Long Duration
₹11.19
AUM: ₹44 Cr
NAV updated 7 days ago
Plan
Direct
Option
Growth
Risk
Moderate to High
Expense Ratio
0.34%
Exit Load
Nil
Fund Manager
Chandni Gupta
Inception
Sep 2024
Benchmark
CRISIL Medium to Long Duration Debt A-III Index
Sharpe Ratio
-0.94
Std Dev (1Y)
2.08%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+1.2%
3m
+2.52%
6m
+3.63%
1y
+4.68%
3y
—
5y
—
10y
—
since inception
+6.34%
rate_review TopFund's Take on Franklin India Medium to Long Duration Fund - Growth
Franklin India Medium to Long Duration Fund - Growth holds up reasonably well within the Medium to Long Duration category, currently carrying a 3-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 66/100.
Cost: At 0.34%, the expense ratio is meaningfully cheaper — about 59% below the Medium to Long Duration category average of 0.82% (based on 72 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.94 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 2.08% is on the lower side, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Debt fund.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
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info Fund Snapshot
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Frequently Asked Questions about Franklin India Medium to Long Duration Fund - Growth
The current NAV (Net Asset Value) of Franklin India Medium to Long Duration Fund - Growth is ₹11.19. NAV is updated every business day after market close by AMFI.
1Y: 4.68%
The expense ratio is 0.34% per annum — the annual fee deducted from your investment to cover fund management costs.
Franklin India Medium to Long Duration Fund - Growth is managed by Chandni Gupta at Franklin Templeton Mutual Fund.
Franklin India Medium to Long Duration Fund - Growth is a Moderate to High risk fund. Suitable for investors with a moderate risk appetite.
Franklin India Medium to Long Duration Fund - Growth is a Medium to Long Duration fund. SIP suitability depends on your investment goal and risk profile.
The Assets Under Management (AUM) of Franklin India Medium to Long Duration Fund - Growth is ₹44 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.