Franklin India Ultra Short Bond Fund Super Institutional Direct Growth+0.01%

3
4.60%
1 Year Return
Debt
Ultra Short Duration
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Franklin India Ultra Short Bond Fund Super Institutional Direct Growth

RiskModerate
Min SIP AmountNot Supported
Expense Ratio0.07%
NAV28.55 (12 Aug 2020)
Fund Started01 Jan 2013
Fund Size9,860 Cr

Fund Overview

Quick overview of Franklin India Ultra Short Bond Fund Super Institutional Direct Growth

Returns

1Y
3Y*
5Y*
Since inception*
Franklin India Ultra Short Bond Fund Super Institutional Direct Growth
4.6%
7.4%
8.3%
8.9%
Category Average
6.2%
6.0%
6.7%
-
Rank within category
21
8
2
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 4.6% annual returns

    Comparison

    Data not available
    Pros
    1. Lower expense ratio - 0.07%
    2. 3Y Returns are higher than the category average returns
    3. 5Y Returns are higher than the category average returns
    4. Exit load is zero
    Cons
    1. 1Y Returns are lower than the category average returns

    Top Holdings

    NameSectorInstrument% Assets
    Vedanta Ltd.MetalsDebenture8.0%
    JM Financial Credit Solutions Ltd.FinancialDebenture5.5%
    Indostar Capital Finance Pvt Ltd.FinancialDebenture4.4%
    Indostar Capital Finance Pvt Ltd.FinancialDebenture4.0%
    Edelweiss Rural & Corporate Services Ltd.FinancialDebenture3.8%
    Edelweiss Rural & Corporate Services Ltd.FinancialDebenture3.7%
    Bharti Telecom Ltd.CommunicationZCB3.0%
    Renew Power Pvt. Ltd.EngineeringDebenture2.9%
    Piramal Enterprises Ltd.HealthcareDebenture2.6%
    Clix Capital Services Pvt LtdFinancialDebenture2.4%
    See All

    Fund Managers

    addSantosh Kamath
    Education
    Mr. Kamath is a B.E ( Electronics ) from REC Bhopal and PGDM (Management) from XLRI Jamshedpur.
    Experience
    Prior to joining Franklin Templeton Investments he has worked with ING Vysya AMC, Zurich Asset Management, SBI Mutual, CRISIL and Jardine Fleming Asset Management.
    Funds Managed
    addPallab Roy
    Education
    Mr. Roy is a M.Com and MBA (Finance).
    Experience
    He has been associated with Franklin Templeton Investments since 2001.
    Funds Managed

    Franklin India Ultra Short Bond Fund Super Institutional Direct Growth Details

    Franklin India Ultra Short Bond Fund Super Institutional Direct Growth is a Debt Mutual Fund Scheme launched by Franklin Templeton Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Sachin Padwal-Desai, Pallab Roy is the Current Fund Manager of Franklin India Ultra Short Bond Fund Super Institutional Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹9,860 Cr and the Latest NAV as of 12 Aug 2020 is ₹28.55.

    The Franklin India Ultra Short Bond Fund Super Institutional Direct Growth is rated Moderate risk. Minimum SIP Investment is set to 500.

    Investment Objective

    To provide a combination of regular income and high liquidity by investing primarily in a mix of short term debt and money market instruments.

    Tax Implications

    Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

    Scheme Information Document(SID)

    Not Supported
    Min for First Investment
    Not Supported
    Min for Second Investment
    Nil
    Exit Load

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    About Franklin Templeton Mutual Fund

    Address
    Indiabulls Finance Centre; Tower 2, 12th and 13th Floor; Senapati Bapat Marg; Elphinstone Road (W) Mumbai 400013
    Phone
    022 - 67519100
    Launch Date
    19 Feb 1996
    Franklin Templeton Mutual Fund
    Asset Management Company
    Custodian
    Hongkong & Shanghai Banking Corporation
    Registrar & Transfer Agent
    Templeton
    Address
    Unit 301, III Floor, Campus 4B, RMZ Millenia Business Park, 143 Dr. MGR Road, Kandanchavadi
    Email
    NA
    Website
    NA
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