debtModerate risk

Franklin India Low Duration Fund - Monthly - IDCW

Invests in bonds and loans. Lower returns than equity but much less bumpy — often used for shorter goals. From Franklin Templeton Mutual Fund. It's been running since 3 Apr 2006.

Latest price per unit

₹15.0351

▲ 0.20% today

As of 7 Aug 2022 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.37 L

▲ ₹37.1k gain · 37.1% / year

Invested 3 years ago

₹1.42 L

▲ ₹42.0k gain · 12.4% / year

Invested 5 years ago

₹1.41 L

▲ ₹41.4k gain · 7.2% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

11.5%

The value swings roughly 12% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-14.07%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year37.05%

CAGR — 3 years12.40%

CAGR — 5 years7.18%

CAGR — since launch2.38%

Volatility — 1 year (annualised)17.79%

Volatility — 3 years (annualised)11.54%

Max drawdown — 1 year-0.76%

Max drawdown — 3 years-12.26%

Sharpe ratio — 1 year (rf=6%)1.50

Sharpe ratio — 3 years (rf=6%)0.53

Fund info

Fund house: Franklin Templeton Mutual Fund
Category: Debt Scheme - Low Duration Fund
Plan: —
Option: IDCW
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 100503
First price on record: 3 Apr 2006 · 3,946 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.