Franklin India Medium to Long Term Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Medium to Long Duration funds is 33.07% .
The largest portfolio holding is 786% HARYANA SDL 29 JUN 2032 with a portfolio weight of 12.05% .
The fund currently owns more than 16 stocks.
The top 10 holdings account for 81.90% of total assets.
Based on portfolio allocation, this fund appears highly concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 9.11% | 2.74% |
| 2 Year Return | N/A | 8.74% |
| 3 Year Return | N/A | 15.75% |
| 4 Year Return | N/A | 24.61% |
| 5 Year Return | N/A | 33.07% |
| 6 Year Return | N/A | 42.97% |
| 7 Year Return | N/A | 54.71% |
| Expense Ratio | 0.29% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Finance & Investments |
12.05%
|
|
| 2 |
11.64%
|
||
| 3 |
8.73%
|
||
| 4 | Finance & Investments |
8.15%
|
|
| 5 |
7.32%
|
||
| 6 |
7.22%
|
||
| 7 |
7.21%
|
||
| 8 |
6.75%
|
||
| 9 | Finance & Investments |
6.53%
|
|
| 10 |
6.31%
|
||
| 11 |
6.04%
|
||
| 12 | Finance & Investments |
5.54%
|
AMC: FRANKLINTEMPLETON
Category: Debt • Medium to Long Duration
Launch Date: 03 Sep 2024
Fund Manager: Ms. Chandni Gupta
Minimum Purchase: ₹5,000
Exit Load:
Lock-in: 1
Risk: Low Risk
Franklin India Medium to Long Term Fund - Direct Plan is managed by FRANKLINTEMPLETON and belongs to the Debt category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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