Click here for top ranked funds in medium term mutual funds.
However, Scripbox does not recommend investing in medium term mutual funds.
Medium Duration Funds invest in debt and money market instruments such that the duration of the portfolio is between 3 to 4 years.This exposes them to higher variation when interest rates change.
This is a small category (less than 2% of the total debt fund assets).We assess the credit quality of funds in this category as relatively poor.We do not recommend funds in this category because of the higher credit risk and higher interest rate risk.
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.
Franklin Templeton Asst Mgmt(IND)Pvt Ltd manages assets worth 84,976 crores and was set up on 6 October 1995. It's current offering of mutual fund schemes includes 39 equity,179 debt and 27 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Equity Funds
Debt Funds
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Invest via netbanking, UPI or through an SIP (eNACH mandate).
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About Franklin India Income Opportunities Fund (DR-Q)
About Franklin India Income Opportunities Fund (DR-Q)
Franklin India Income Opportunities Fund (DR-Q) is a medium term debt fund and has delivered an annualised return of 5.1% over a period of 12 years ..The fund is managed by Franklin Templeton Asst Mgmt(IND)Pvt Ltd.The fund managers are Kunal Agrawal, Santosh Kamath
Franklin India Income Opportunities Fund (DR-Q) Investment Objective
The Fund seeks to provide regular income and capital appreciation by investing in fixed income securities across the yield curve. However, there is no assurance that the objective of the scheme will be realized.
Franklin India Income Opportunities Fund (DR-Q) NAV,AUM,Risk
The Franklin India Income Opportunities Fund (DR-Q) fund was launched on Nov 12, 2009. The NAV (Net Asset Value) of this medium term debt as of 2021-02-26 is ₹ 10.3654. The total AUM (Asset Under Management) of the fund as of 2021-02-26 is ₹ 1742.213. The category risk of the Franklin India Income Opportunities Fund (DR-Q) fund is Very High Risk.
The fund charges 0.74 % as expense ratio.
Franklin India Income Opportunities Fund (DR-Q) Holdings
The fund’s highest allocation is towards debt and has invested 101.3% in this asset class. The top three holdings of the fund are parimal finance private limited,coastal gujarat power limited and shriram transport finance company limited
Franklin India Income Opportunities Fund (DR-Q) SIP
The minimum SIP (Systematic Investment Plan) amount for this 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.
Franklin India Income Opportunities Fund (DR-Q) Investment volatility and Horizon
This fund 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 Medium Duration Debt Index TR INR.
Franklin India Income Opportunities Fund (DR-Q) Review
Franklin India Income Opportunities Fund (DR-Q) has a score of 1 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, Franklin India Income Opportunities Fund (DR-Q) has a score of 3 out of 5.
The credit risk of the fund is 2 out of 5 as compared to other debt funds.
