₹ 10.3654
NAV (Feb 26)
Not Recommended
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.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Track Record
12 Years. The Fund has Sufficient history for analysis and the track record is good.
Relative Size
1,743 Cr. Medium within the category
Impact of Interest Rate Changes
High Interest Rate Risk. The impact on fund value is high when interest rates change
Credit Quality Of Fund's Portfolio
High Credit Risk. The fund has a lower credit quality compared to other debt funds
Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.
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Scheme Information
The Fund seeks to provide regular income and capital appreciation by investing in fixed income securities across the yield curve.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Very High Risk
0.74 %
Expense Ratio
Nov 12, 2009
Launched (12y ago)
₹ 1,743
AUM in Crores
INF090I01460
ISIN
No Lock-in
Lock-in
Nifty Medium Duration Debt Index TR INR
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 93,338 | 5.00% |
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.
Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.
Comparison with Debt Funds
Ultra Short
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17 Years
Age
Track Record
Liquid
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Top Ranked
17 Years
Age
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Ultra Short
Recommended
Top Ranked
22 Years
Age
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Liquid
Recommended
Top Ranked
18 Years
Age
Track Record
Low Duration
Recommended
Top Ranked
19 Years
Age
Track Record
About the AMC
Franklin Templeton Asst Mgmt(IND)Pvt Ltd
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.
US Equity
Recommended
Top Ranked
₹ 2,733 Cr
Fund Size
22.6%
3Y returns
US Equity
Top Ranked
₹ 2,733 Cr
Fund Size
22.6%
3Y returns
US Equity
Top Ranked
₹ 2,733 Cr
Fund Size
22.6%
3Y returns
Mid Cap
Top Ranked
₹ 6,835 Cr
Fund Size
9.4%
3Y returns
Diversified
Top Ranked
₹ 9,013 Cr
Fund Size
10.9%
3Y returns
Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.
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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
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.
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.
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
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.
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) 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.