Investment Objective and Approach

The primary objective of the Franklin India Long Duration Fund is to generate consistent returns by strategically investing in debt and money market instruments, ensuring the portfolio's Macaulay duration exceeds 7 years. The portfolio will be actively managed to generate income while aiming to achieve an optimal balance between yield, safety and liquidity.

The fund follows a disciplined investment strategy focusing on:

- Long duration bonds with portfolio Macaulay duration greater than seven years

- Investment primarily in Government securities and Cash Equivalents

- Active duration management to capitalize on interest rate movements

- Balance between long term growth and risk management

The fund operates as an open-ended scheme with no lock-in period and maintains a moderate risk profile as per SEBI's riskometer.

Fund Managers

The fund is managed by Chandni Gupta, who brings extensive experience in fixed income management. Anuj Tagra also serves as a fund manager for this scheme. Both managers have proven track records in debt fund management with Franklin Templeton.

Prior to joining Franklin India Mutual Fund, Chandni Gupta has worked with ICICI Prudential Asset Management Company Limited, Morgan Stanley Investment Management, HSBC Bank, and Standard Chartered Mutual Fund.

About the Fund House (AMC)

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.

Franklin Templeton is a globally recognized asset management company with decades of experience in managing diverse investment portfolios. The AMC has built a strong reputation in debt fund management and offers a comprehensive range of mutual fund schemes catering to various investor needs. Their research-driven investment approach and disciplined portfolio construction have helped them maintain a significant presence in the Indian mutual fund industry.

The fund house manages assets worth several thousand crores across different categories and has consistently focused on delivering long-term value to investors through professional fund management.

Should I Invest in Franklin India Long Duration Fund?

This fund may be suitable for investors who:

Consider investing if you:

- Have a long-term investment horizon of 7+ years

- Seek steady returns from high-quality debt instruments

- Want exposure to interest rate movements through duration strategy

- Prefer professional management of fixed income investments

- Can stay invested until at least December 13, 2024, when the scheme opens for repurchase

Exercise caution if you:

- Need liquidity in the short term

- Are uncomfortable with interest rate volatility

- Cannot handle volatility in response to changes in interest rates, as retail investors may want to avoid these funds altogether

- Prefer equity exposure for long-term wealth creation

Key considerations:

- The fund has delivered a CAGR return of 4.11% since inception

- Expense ratio of 0.3% to 0.33% makes it cost-effective

- However, there can be no assurance or guarantee that the investment objective would be achieved

FAQs

What is today's NAV of Franklin India Long Duration Fund?

The current NAV of Franklin India Long Duration Fund is ₹10.41, though this changes daily based on market movements.

What is the AUM of Franklin India Long Duration Fund?

The fund has an Assets Under Management (AUM) of ₹28 Crores as of June 2025.

What is the expense ratio of Franklin India Long Duration Fund?

The expense ratio ranges from 0.3% to 0.33%, which covers management fees and operational costs.

What are the returns of Franklin India Long Duration Fund since inception?

The fund has delivered a CAGR return of 4.11% since inception, having started on December 11, 2024.

What is the minimum SIP amount to invest in Franklin India Long Duration Fund?

The minimum SIP investment is ₹500, making it accessible for regular investors to start systematic investing.

How do I invest in Franklin India Long Duration Fund?

You can invest through Allvest platform by completing your KYC, selecting the fund, choosing between SIP or lumpsum, and making payment via bank mandate or UPI.

How to start a SIP in Franklin India Long Duration Fund?

Through Allvest, select the SIP option, set your monthly investment amount (minimum ₹500), choose investment date, and set up auto-debit mandate for seamless investing.

How do I automate an SIP in Franklin India Long Duration Fund?

Set up a bank mandate through Allvest platform which will automatically deduct the SIP amount on your chosen date each month, ensuring disciplined investing.

How can I withdraw/redeem my investment in Franklin India Long Duration Fund?

Redemption proceeds are dispatched within three working days upon receipt of redemption request. You can redeem through Allvest platform anytime after the initial settlement.