August 27, 2024
mayank
Franklin India Medium to Long Duration Fund details, Fund Portfolio, Fund Returns, Peer Comparison, Mutual Fund Guidance @chanakyamfguidance
Table of Contents:
- NFO Open date, Close date
- NFO Investment Strategy
- NFO Basic Details
- NFO Benchmark Index
- Past Performance of NFO Benchmark Index
- Performance Review of Fund Manager
- Should You Invest in this NFO?
- Invest Online
What is the Franklin India Medium to Long Duration Fund Open Date, Close Date?
NFO opens on September 03, 2024
NFO will close on September 17, 2024
What is the Investment Strategy?
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.
Basic Details
| Fund House | Franklin Templeton Mutual Fund |
| Issue Open | 03 September 2024 |
| Issue Close | 17 September 2024 |
| Type | Open-ended |
| Category | Debt: Medium to Long Duration |
| Min. Investment(Rs) | 5,000 |
| Plans | Growth, IDCW |
| Lock-in Period | NA |
| Exit Load | 0 |
| Riskometer | Moderate |
| Benchmark | CRISIL Medium to Long Duration Debt A-III Index |
What is the Benchmark Index of Franklin India Medium to Long Duration Fund?
Past Performance of Benchmark Index
| Index Returns (%) | QTD | YTD | 1 Year | 5 Years | Since Inception |
| Price Return | – | – | – | – | – |
| Total Return | – | – | – | – | – |
| Statistics ## | 1 Year | 5 Years | Since Inception |
| Std. Deviation * | – | – | – |
| Beta (NIFTY 50) | – | – | – |
| Correlation (NIFTY 50) | – | – | – |
Fundamentals
| P/E | P/B | Dividend Yield |
| – | – | – |
Study about Benchmark Index in details
Performance Review of the Fund Managers of Franklin India Medium to Long Duration Fund?
1) Anuj Tagra
Education: Mr. Anuj Tagra is a graduate of GuruGobind 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.
Past Performance of his Schemes
| Fund | Franklin India Balanced Advantage Fund | It’s Benchmark | Franklin India Corporate Debt Fund | It’s Benchmark |
| 1 Year | 25.36 | 28.50 | 7.13 | 8.40 |
| 3 Year | — | — | 5.21 | 6.05 |
| 5 Year | — | — | 5.91 | 5.53 |
| 7 Year | — | — | 6.49 | 5.89 |
| 10 Year | — | — | 7.46 | 6.72 |
As on 27-08-2024
2) 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.
Past Performance of his Schemes
| Fund | Franklin India Equity Hybrid Fund | It’s Benchmark | Franklin India Floating Rate Fund | It’s Benchmark |
| 1 Year | 32.80 | 28.50 | 8.12 | 4.73 |
| 3 Year | 16.21 | 14.78 | 6.03 | 3.61 |
| 5 Year | 18.12 | 17.22 | 5.82 | 3.32 |
| 7 Year | 13.38 | 14.27 | 6.10 | 3.58 |
| 10 Year | 13.54 | 12.64 | 6.12 | 3.98 |
As on 27-08-2024
Which Company Owns Franklin India Medium to Long Duration Fund?
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
Is it good to invest in Franklin India Medium to Long Duration NFO?
Guidance for Franklin India Medium to Long Duration Fund by Paresh Gordhandas, C.A., Research Analyst.
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