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  • Franklin India Ultra Short Bond Fund Institutional Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-D)

Formerly Franklin India US/T Bd Instl Dl DR

Franklin Templeton Mutual Funds

Franklin India Ultra Short Bond Fund Institutional Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-D)

DebtUltra Short

11.1926

NAV (Oct 20)

6.6%
3 Year CAGR
Scripbox Opinion

Not Reviewed yet

Our analysis of this fundLearn how we rate funds ->

Track Record

14 Years.

Relative Size

813 Cr.

Impact of Interest Rate Changes

.

Credit Quality Of Fund's Portfolio

.

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Short Term Money

Short Term Money

Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

  • graph-icon-gray
    Historical growth rate of 6.5% per annum
  • graph-icon-gray
    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only, Car, Down Payment

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Historical NAV

11.1926

NAV (Oct 20)

Fund Returns

Last 1Y
9.5%
Last 3Y
6.6%
Last 5Y
6.2%
Last 10Y
6.5%
Since Inception
6.2%
6 Month CAGR
5.6%
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Scheme Information

Investment Objective

To provide a combination of regular income and high liquidity by investing primarily in a mix of short term debt and money market instruments.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Very High Risk

Expense Ratio
0
Launched (14y ago)
Dec 18, 2007
AUM in Crores
812.763
ISIN
INF090I01CD5
Lock-in
No Lock-in
Benchmark
NIFTY Ultra Short Duration Debt TR INR
SIP Minimum
0
Lumpsum Min.
10000000
Fund Managers
user-avatar

Pallab Roy

Fund Manager

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Santosh Kamath

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

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Short Term Money

Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

  • Inflation beating returns
    Inflation beating returns
  • Expert Investing Only, Car, Down Payment
    Expert Investing Only, Car, Down Payment
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    One click investing tracking
comparison

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record

Kotak Savings Fund (G)

recommended-badge

₹ 13,509 cr

5

recommended-badge

₹ 33,192 cr

5

recommended-badge

₹ 11,590 cr

5

recommended-badge

₹ 21,654 cr

5

recommended-badge

₹ 33,722 cr

5

amc-icon

About the AMC

Franklin Templeton Asst Mgmt(IND)Pvt Ltd

Franklin Templeton Asst Mgmt(IND)Pvt Ltd manages assets worth 71,105 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.

amc-img

  • tel-amc-about
    022-67519100
  • mail-amc-about
    services@franklintempleton.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    recommended-badge

    26.3%

    20.5%

    top-ranked-badge

    26.3%

    20.5%

    top-ranked-badge

    26.3%

    20.5%

    top-ranked-badge

    25.1%

    14.7%

    top-ranked-badge

    15.4%

    12.9%

    growth

    Short Term Money

    Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

    • graph-icon-gray
      Historical growth rate of 6.5% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only, Car, Down Payment
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Kotak Savings Fund (Growth)

    Kotak Savings Fund (Growth)

    Debt

    Ultra Short

    ICICI Prudential Savings Fund (Growth)

    ICICI Prudential Savings Fund (Growth)

    Debt

    Low Duration

    Tata Liquid Fund (Growth)

    Tata Liquid Fund (Growth)

    Debt

    Liquid

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    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?
    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.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund 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

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    About Franklin India Ultra Short Bond Fund Institutional Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-D)

    About Franklin India Ultra Short Bond Fund Institutional Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-D)

    Franklin India Ultra Short Bond Fund Institutional Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-D) is a Ultra Short Debt fund and has delivered an annualised return of 6.2% over a period of 13 years. The fund was previously known as Franklin India US/T Bd Instl Dl DR . The fund is managed by Franklin Templeton Asst Mgmt(IND)Pvt Ltd. The fund managers are Pallab Roy, Santosh Kamath

    Franklin India Ultra Short Bond Fund Institutional Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-D) Investment Objective

    To provide a combination of regular income and high liquidity by investing primarily in a mix of short term debt and money market instruments. . However, there is no assurance that the objective of the scheme will be realized.

    Franklin India Ultra Short Bond Fund Institutional Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-D) NAV,AUM,Risk

    The Franklin India Ultra Short Bond Fund Institutional Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-D) fund was launched on Dec 18, 2007. The NAV (Net Asset Value) of this Ultra Short Debt fund as of 2021-10-20 is ₹11.19. The total AUM (Asset Under Management) of the fund as of 21/10/2021 is ₹812.763. The category risk of the Franklin India Ultra Short Bond Fund Institutional Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-D) fund is Very High Risk. The fund charges null % as expense ratio.

    Franklin India Ultra Short Bond Fund Institutional Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-D) Holdings

    The fund’s highest allocation is towards Debt and has invested 51.9% in this asset class. The top three holdings of the fund are , edelweiss commodities services limited , clix capital services private limited , clix capital services private limited , sbi overnight fund dir gr , call,cash & other assets , tata motors limited , jm financial credit solutions limited

    Franklin India Ultra Short Bond Fund Institutional Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-D) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹null 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 ₹ 10000000.

    Franklin India Ultra Short Bond Fund Institutional Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-D) 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 Ultra Short Duration Debt TR INR.

    Franklin India Ultra Short Bond Fund Institutional Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-D) Review

    Franklin India Ultra Short Bond Fund Institutional Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-D) has a score of 0 on a scale of 5. The fund has a score of 0 out of 5 based on historical performance. As compared to the other funds in its category, Franklin India Ultra Short Bond Fund Institutional Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-D) has a score of 0out of 5 The credit risk of the fund is 0 out of 5 as compared to other debt funds.

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