February 21, 2025
mayank
Franklin India Low Duration Fund details, Fund Portfolio, Fund Returns, Peer Comparison, Mutual Fund Guidance @sahifund.com
Table of Contents:
- NFO Open date, Close date
- NFO Investment Strategy
- NFO Basic Details
- NFO Benchmark Index
- Performance Review of Fund Manager
- Should You Invest in this NFO?
- Invest Online
What is the Franklin India Low Duration Fund Open Date, Close Date?
NFO opens on February 25, 2025
NFO will close on March 05, 2025
Investment Strategy for this NFO?
The scheme seeks to generate income by investing in debt and money market instruments, with Macaulay duration of the portfolio between 6 to 12 months. However, there is no assurance that the investment objective of the Scheme will be achieved.
Basic Details
| Fund House | Franklin Templeton Mutual Fund |
| Issue Open | 25 February 2025 |
| Issue Close | 05 March 2025 |
| Type | Open-ended |
| Category | Debt: Low Duration |
| Min. Investment(Rs) | 5,000 |
| Plans | Growth, IDCW |
| Lock-in Period | NA |
| Exit Load | 0 |
| Riskometer | Moderate |
| Benchmark | NIFTY Low Duration Debt Index A-I |
About Benchmark Index for this NFO?
The Nifty Fixed Income PRC (Potential Risk Class) Indices are based on SEBI guidelines on Potential Risk Class Matrix for debt schemes based on Interest Rate Risk and Credit Risk and have been prepared for various categories of MFs as per SEBI guidelines on ‘Categorization and Rationalization of Mutual Fund Schemes’ with respect to Macaulay’s Duration and Credit Rating range for each debt fund category. The indices are rebalanced on a monthly basis.
Index Characteristics
| Launch Date | April 04, 2022 |
| Base Date | September 03, 2001 |
| Base Value | 1000 |
| Calculation Frequency | Daily – End of day |
| Reconstitution Frequency | Monthly |
Fund Managers of Franklin India Low Duration Fund
1) Chandni Gupta
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.
2) Rahul Goswami
Education: Mr. Goswami is a B. Sc (Mathematics and MBA (Finance)
Experience: Prior to joining Franklin Templeton Mutual Fund, he has worked with ICICI Prudential AMC , UTI Bank Ltd. and Franklin Templeton Asset Management Pvt. Ltd.
AMC
Franklin Templeton Asset Management India Private Ltd
Address: Unit No. 202/203/204, 2nd Floor Dalamal Tower, Plot No. 211 Free Press Journal Marg, Nariman Point Mumbai – 400013
Website: http://www.franklintempletonindia.com
Registrar & Transfer Agent
Computer Age Management Services Ltd.
Address: 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, Chennai – 600002
Website: www.camsonline.com
Review for Franklin India Low Duration Fund @ sahifund.com by Paresh Gordhandas, C.A., Research Analyst
[ A ] Benchmark Performance of NIFTY Low Duration Debt Index A-I
Statistics ( Returns as on Jan 31, 2025 )
| Index Name | Avg Yield %* | Avg. Macaulay Duration* | Avg. Maturity* | Avg. Modified Duration* | 3 M | 6 M | 1 Yr. | 3 Yr. | Since Inception |
| NIFTY Low Duration Debt Index A-I | 7.58 | 0.69 | 0.69 | 0.64 | 1.71 | 3.59 | 7.67 | 6.45 | 7.30 |
Note on Benchmark Performance:
[ B ] Performance Review of the Fund Managers of this NFO
Past Performance of Chandni Gupta
| Fund | Franklin India Balanced Advantage Fund | It’s Benchmark | Franklin India Corporate Debt Fund | It’s Benchmark |
| 1 Year | 7.25 | 4.47 | 7.51 | 7.42 |
| 3 Year | — | — | 5.85 | 6.40 |
| 5 Year | — | — | 5.60 | 5.55 |
| 7 Year | — | — | 6.66 | 6.29 |
| 10 Year | — | — | 7.06 | 6.35 |
As on 21-2-2025
Past Performance of Rahul Goswami
| Fund | Franklin India Corporate Debt Fund | It’s Benchmark | Franklin India Government Securities Fund | It’s Benchmark |
| 1 Year | 7.51 | 7.42 | 7.53 | 8.83 |
| 3 Year | 5.85 | 6.40 | 5.26 | 7.26 |
| 5 Year | 5.60 | 5.55 | 4.77 | 6.74 |
| 7 Year | 6.66 | 6.29 | 6.01 | 8.33 |
| 10 Year | 7.06 | 6.35 | 5.65 | 7.90 |
As on 21-2-2025
Note on Fund Managers’ performance
[ C ] Conclusion
X
Is it good to invest in Franklin India Low Duration Fund NFO?
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