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  • Franklin Templeton Mutual Fund
  • Franklin India Floating Rate Fund (G)
Franklin Templeton Mutual Funds

Franklin India Floating Rate Fund (G)

DebtFloater

38.3498

NAV (Oct 04)

6.094%
3 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in floater mutual funds.

Floater funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.

Floater Funds are mandated to invest a minimum of 65% of total assets in Floating Rate Instruments.

This is a relatively small category with a limited number of funds.We do not recommend funds in this category since we believe that the potential incremental return is not justified by the higher interest rate risk.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Category Leader

The fund has been a Category Leader on the Consistency of Credit Quality metric

Scripbox Recommended Debt Funds
Want the Debt funds that are right for your short term investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

38.3498

NAV (Oct 4)

Fund Returns

Last 1Y
8%
Last 3Y
6.1%
Last 5Y
5.8%
Last 10Y
6.1%
Since Inception
5.9%
6 Month CAGR
4.2%

Scheme Information

Investment Objective

The Scheme seeks to provide income and liquidity consistent with the prudent risk from a portfolio comprising of floating rate return, and also fixed rate money market and debt instruments. debt instruments, fixed rate debt instruments swapped for floating rate instruments and money market instruments.

Expense Ratio
0.95
Launched (0y ago)
0.95
AUM in Crores
303.6
ISIN
INF090I01LM7
Lock-in
-
Benchmark
NIFTY Short Duration Debt Index A-II
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
0.9
Beta
1.6
Sharpe Ratio
0.3
YTM
-
Fund Managers

Chandni Gupta

Fund Manager

Pallab Roy

Fund Manager

Sandeep Manam

Fund Manager

Umesh Sharma

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Franklin India Floating Rate Fund (G)70%8,41,900 1,09,2885.8%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-04-03

Top Debt Holdings

GOI

28.2%
28.173%

GOI

24%
24.016%

GOI

15.5%
15.505%

GOI

10.3%
10.306%

Others

7.4%
7.418%
See all holdings

Comparison with Debt Funds

Fund NameFund Size
kotak-mahindra
Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund (G)

₹ 8,093 cr

₹ 15,209 cr

₹ 9,577 cr

₹ 4,523 cr

₹ 13,722 cr

amc-img

About the AMC

Franklin Templeton Mutual Fund

Franklin Templeton Investments, set up in 1987, dedicated its asset management services to institutional, retail, and high-net-worth clients. Franklin Templeton's entry into India dates back to 1996 and is set up under the name Templeton Asset Management India Pvt. Limited. amc-img
phone-img1800-425-4255 / 60004255
Fund NameScripbox Opinion
Till Date CAGR

18.795%

14.972%

19.783%

18.511%

22.814%

15.782%

23.325%

17.085%

20.104%

21.683%

Franklin India Floating Rate Fund (G) Review

Franklin India Floating Rate Fund (G) is a Debt Debt fund and has delivered an annualised return of 5.895% over a period of 23 years. The fund is managed by Franklin Templeton Mutual Fund. The fund managers are Chandni Gupta, Pallab Roy, Sandeep Manam, Umesh Sharma.

Nav of Franklin India Floating Rate Fund (G) as of 10/4/2024 is ₹38.35 with the total AUM as of 10/7/2024 is ₹303.627591. With Scripbox you can compare and check the latest nav for all mutual funds in India. Franklin India Floating Rate Fund (G) was launched on 2001-04-23. The category risk of the fund is Average.

The minimum SIP amount for Franklin India Floating Rate Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Franklin India Floating Rate Fund (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to NIFTY Short Duration Debt Index A-II.

Franklin India Floating Rate Fund (G) is rated as a 1 fund in Debt and delivered 7.984% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Franklin India Floating Rate Fund (G).

Frequently Asked Questions

What is Franklin India Floating Rate Fund (G)?

Franklin India Floating Rate Fund (G) is a Debt Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

How to invest in Franklin India Floating Rate Fund (G)?

You can invest in Franklin India Floating Rate Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Franklin India Floating Rate Fund (G)?

The minimum sip amount for Franklin India Floating Rate Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Franklin India Floating Rate Fund (G) good to invest in?

As per Scripbox experts, Franklin India Floating Rate Fund (G) is a 1 fund. You can investFranklin India Floating Rate Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Franklin India Floating Rate Fund (G)?

The expense ratio of the Franklin India Floating Rate Fund (G) is 0.95% for regular plan.