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Franklin India Medium to Long Duration Fund
Price Chart
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.29 | 7.33 | 1.22 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.14 | 7.21 | 2.44 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 0.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| BenchmarkBenchmark |
|---|
| CRISIL Medium to Long Term Debt Index |
About Medium to Long Duration Fund
Medium to long duration funds are debt funds. They invest in debt and money market securities for the macaulay duration between 3 to 7 years. They have lower maturity than long duration funds.
Peers & Comparison
DebtMedium to Long Duration Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Franklin India Medium to Long Duration Fund | — | — | — |
| ICICI Pru Bond Fund | 9.09% | 6.92% | 8.16% |
| Aditya Birla SL Income Fund | 8.84% | 6.18% | 7.93% |
| Kotak Bond Fund | 9.39% | 6.66% | 7.84% |
Price Comparison
Compare Franklin India Medium to Long Duration Fund with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Sep 2024
Nov 2024
ACTUAL
Sep 2024
Nov 2024
Sector Distribution
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Debt
Others
- ConstituentHolding Weight3M Change
- 6.79% GOI 2034 (07-Oct-2034)3M change : 40.60 %|
Holdings
40.60 %
40.60 % - GOI FRB 2034 (30-Oct-2034)$3M change : 24.30 %|
Holdings
24.30 %
24.30 % - 8.90% Bharti Telecom Ltd (05-Nov-2034) **3M change : 8.22 %|
Holdings
8.22 %
8.22 %
AMC Profile
Franklin Templeton Investments began its operations in India back in 1996 under the name Templeton Asset Management India Pvt. Ltd. The trust, Franklin Templeton Mutual Fund, is registered with SEBI under the registration number MF/026/96/8.
No.of Schemes
36
Total AUM
₹ 1,13,756.02 Cr.
Fund Manager Profile
Chandni Gupta
AUM: ₹8,150.48 Cr.
|
Exp: —
Anuj Tagra
AUM: ₹4,846.40 Cr.
|
Exp: —
Manager Performance (0)
Tax Implications
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Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Opinions and Fund Reviews
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Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%