Franklin India Medium to Long Duration Fund Growth

Franklin India Medium to Long Duration Fund Growth

Debt
Medium to Long Duration
Moderate Risk
1M
6M
1Y
All
NAV: 09 Jan '26
₹10.82
Min. SIP amount
Not Supported
Fund size
₹49.79 Cr
Expense ratio
0.83%

Holdings (11)

NameSectorInstrumentsAssets
GOISovereignGOI Sec16.36%
Haryana StateOthersSDL10.35%
GOISovereignGOI Sec10.11%
Small Industries Devp. Bank of India Ltd.FinancialDebenture9.82%
Poonawalla Fincorp Ltd.FinancialDebenture9.18%
Jubilant Beverages Ltd.Consumer StaplesDebenture7.78%
Tamilnadu StateOthersSDL7.25%
Jubilant Bevco Ltd.Consumer StaplesDebenture6.96%
Andhra Pradesh StateFinancialSDL6.56%
Jammu & Kashmir StateOthersSDL5.65%
Haryana StateOthersSDL4.95%
See All

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name3M6M1YAll
Fund returns+1.1%+1.4%+7.0%+8.6%
Category average (Debt Medium to Long Duration)----+5.9%--
Rank (Debt Medium to Long Duration)422--

Exit load, stamp duty and tax

Exit load

Nil

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

Returns are taxed as per your Income Tax slab.
Check past data

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Fund management

AT
Anuj Tagra
Sep 2024 - Present
View details

Education
Mr. Anuj Tagra is a graduate of Guru Gobind Singh Indraprastha University and an MBA from Narsee Monjee Institute of Management Studies
Experience
Prior to joining Franklin India Mutual Fund, he has worked with ICICI Prudential AMC, Union Bank of India and Fidelity Investments.

CG
Chandni Gupta
Sep 2024 - Present
View details

Education
She holds B.E. degree in IT and CFA degree from CFA Institute, USA.
Experience
Prior to joining Franklin India Mutual Fund, she has worked with ICICI Prudential Asset Management Company Limited Morgan Stanley Investment Management, HSBC Bank, Standard Chartered Mutual Fund.

About Franklin India Medium to Long Duration Fund Growth

Franklin India Medium to Long Duration Fund Growth is a Debt Mutual Fund Scheme launched by Franklin Templeton Mutual Fund. This scheme was made available to investors on 19 Feb 1996. Anuj Tagra is the Current Fund Manager of Franklin India Medium to Long Duration Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,27,078 Cr and the Latest NAV as of 09 Jan 2026 is ₹10.82. The Franklin India Medium to Long Duration Fund Growth is rated Moderate risk. Minimum SIP Investment is set to ₹500. ;

Investment Objective

The scheme seeks to generate returns by investing in debt and money market instruments such that the Macaulay duration of the scheme portfolio is between 4 to 7 years.
Fund benchmarkCRISIL Medium to Long Duration Debt A-III Index

Fund house

Rank (total assets)#11 in India
Total AUM₹1,27,077.84 Cr
Date of Incorporation19 Feb 1996
Phone1800-425-4255 / 60004255
E-mailNA
Launch Date19 Feb 1996
AddressUnit No.202/203/204, 2nd Floor Dalamal Tower, Plot No. 211Free Press Journal Marg, Nariman Point Mumbai 400013
CustodianHongkong & Shanghai Banking Corporation
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,