Franklin India Ultra Short to Short Term Fund - Direct Plan

AMC: FRANKLINTEMPLETON Low Risk Debt Low Duration

📊 Quick Summary Of This Page

Franklin India Ultra Short to Short Term Fund - Direct Plan is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹1,000
Minimum SIP
0.22%
Expense Ratio
Ms. Chandni Gupta
Fund Manager
Growth
Plan Type
25 Feb 2025
Launch Date
0%
Exit Load
NAV Momentum
Fund Analysis

Franklin India Ultra Short to Short Term Fund - Direct Plan does not yet have a 5-year performance history.

The average return for Low Duration funds is 34.43% .

The largest portfolio holding is 702% PUNJAB SDL 01 JUL 2030 with a portfolio weight of 9.47% .

Holdings Insights

The fund currently owns more than 23 stocks.

The top 10 holdings account for 68.23% of total assets.

Based on portfolio allocation, this fund appears highly concentrated compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return 11.40% 4.01%
2 Year Return N/A 9.87%
3 Year Return N/A 17.11%
4 Year Return N/A 25.13%
5 Year Return N/A 34.43%
6 Year Return N/A 44.19%
7 Year Return N/A 55.54%
Expense Ratio 0.22% -
NAV History
Fund Information

AMC: FRANKLINTEMPLETON

Category: Debt • Low Duration

Launch Date: 25 Feb 2025

Fund Manager: Ms. Chandni Gupta

Minimum Purchase: ₹5,000

Exit Load:

Lock-in: 1

Risk: Low Risk

About This Fund

Franklin India Ultra Short to 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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Frequently Asked Questions

Franklin India Ultra Short to Short Term Fund - Direct Plan is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of Franklin India Ultra Short to Short Term Fund - Direct Plan depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

Franklin India Ultra Short to Short Term Fund - Direct Plan holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in Franklin India Ultra Short to Short Term Fund - Direct Plan, based on the latest portfolio data.

Franklin India Ultra Short to Short Term Fund - Direct Plan currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of Franklin India Ultra Short to Short Term Fund - Direct Plan is , which represents the annual cost charged for managing the fund.

Franklin India Ultra Short to Short Term Fund - Direct Plan manages assets worth approximately , representing the total investor capital under management.

Franklin India Ultra Short to Short Term Fund - Direct Plan carries a risk profile based on its portfolio composition, volatility and market exposure.

Franklin India Ultra Short to Short Term Fund - Direct Plan performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, Franklin India Ultra Short to Short Term Fund - Direct Plan can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

Franklin India Ultra Short to Short Term Fund - Direct Plan is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing Franklin India Ultra Short to Short Term Fund - Direct Plan and making investment decisions.

Yes, Franklin India Ultra Short to Short Term Fund - Direct Plan provides company-wise exposure showing which stocks the fund is invested in and their weightage.

Franklin India Ultra Short to Short Term Fund - Direct Plan may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of Franklin India Ultra Short to Short Term Fund - Direct Plan to estimate returns and wealth creation over different time periods.