Franklin India Ultra Short Term Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Ultra Short Duration funds is 8.13% .
The largest portfolio holding is 770% SUNDARAM HOME FINANCE LTD 26 MAR 2027 with a portfolio weight of 9.33% .
The fund currently owns more than 19 stocks.
The top 10 holdings account for 79.53% of total assets.
Based on portfolio allocation, this fund appears highly concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 10.95% | 4.92% |
| 2 Year Return | N/A | 9.35% |
| 3 Year Return | N/A | 4.58% |
| 4 Year Return | N/A | 5.86% |
| 5 Year Return | N/A | 8.13% |
| 6 Year Return | N/A | 13.28% |
| 7 Year Return | N/A | 52.68% |
| Expense Ratio | 0.24% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
9.33%
|
||
| 2 |
9.27%
|
||
| 3 |
9.19%
|
||
| 4 |
9.14%
|
||
| 5 |
8.95%
|
||
| 6 |
8.77%
|
||
| 7 |
8.71%
|
||
| 8 |
7.13%
|
||
| 9 |
5.24%
|
||
| 10 |
3.79%
|
||
| 11 |
3.74%
|
||
| 12 |
3.73%
|
AMC: FRANKLINTEMPLETON
Category: Debt • Ultra Short Duration
Launch Date: 19 Aug 2024
Fund Manager: Mr. Pallab Roy
Minimum Purchase: ₹5,000
Exit Load:
Lock-in: 1
Risk: Low Risk
Franklin India Ultra Short 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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