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The Franklin India Low Duration Fund primarily focuses on earning regular income through investment in domestic fixed income instruments and highly rated debt securities. This debt mutual fund scheme is designed to provide investors with steady income generation while maintaining moderate risk levels.
The fund follows a conservative investment approach by allocating funds majorly in high-quality debt instruments. The scheme seeks to earn regular income for investors through investment primarily in highly rated debt securities. The investment strategy is particularly suitable for investors seeking capital preservation with reasonable returns over a shorter investment horizon.
Key investment characteristics include:
- Focus on highly rated debt securities and fixed income instruments
- Low to Moderate risk rating
- Suitable for investors seeking predictable returns with lower volatility
- Duration management to optimize interest rate risk
The Franklin India Low Duration Fund is managed by experienced professionals with strong credentials in fixed income management:
Current Fund Management Team:
- Santosh Kamath and Kunal Agrawal are the current fund managers
- Rahul Goswami, Rohan Maru, and Chandni Gupta also form part of the fund management team
Santosh Kamath's Profile:
- B.E (Electronics) from REC Bhopal and PGDM (Management) from XLRI Jamshedpur
- Prior experience with ING Vysya AMC, Zurich Asset Management, SBI Mutual, CRISIL and Jardine Fleming Asset Management
Kunal Agrawal's Profile:
- B.Tech from IIT Delhi and PGDM from IIM Calcutta
- Extensive experience of 15 years in managing equity & related investments
Franklin Templeton Mutual Fund is a well-established asset management company with significant presence in the Indian mutual fund industry. Franklin Templeton Mutual Fund has an AUM of ₹115,640.53 Cr as of recent data.
Key highlights about Franklin Templeton:
- Global investment management expertise with decades of experience
- Strong research capabilities and risk management framework
- Comprehensive product suite across asset classes
- Focus on long-term wealth creation for investors
- Robust governance and compliance standards
The AMC has been serving Indian investors since 1996 and has built a reputation for consistent fund management across various market cycles. Their debt fund management expertise is particularly noteworthy, with experienced teams managing duration and credit risks effectively.
This fund may be suitable for investors with the following profile and objectives:
Ideal for:
- Conservative investors seeking steady income with capital preservation
- Those with investment horizon of 6 months to 2 years
- Investors wanting to park surplus funds with better returns than savings accounts
- Risk-averse individuals looking for alternatives to fixed deposits
Key Considerations:
- AUM of ₹331.04 Cr as of May 21, 2025 indicates reasonable fund size
- Expense ratio of 0.87% as of May 21, 2025 for regular plan
- Minimum SIP investment of ₹500
- Minimum lumpsum investment of ₹5,000
Investment Benefits:
- Professional fund management with experienced team
- Diversified portfolio of high-quality debt instruments
- Liquidity with no lock-in period
- Suitable for short to medium-term financial goals
Risk Factors:
- Interest rate risk affecting bond prices
- Credit risk from underlying securities
- Lower returns compared to equity funds
- Market volatility can impact short-term performance
What is today's NAV of Franklin India Low Duration Fund?
The NAV varies daily based on market movements. You can check the current NAV on Allvest platform or the fund house website for real-time updates.
What is the AUM of Franklin India Low Duration Fund?
The fund has an AUM of ₹331.04 Cr as of May 21, 2025, indicating a moderate-sized fund with reasonable investor participation.
What is the expense ratio of Franklin India Low Duration Fund?
The expense ratio is 0.87% as of May 21, 2025 for the regular plan, while direct plans typically have lower expense ratios.
What are the returns of Franklin India Low Duration Fund since inception?
The fund was launched on July 26, 2010. Historical returns vary with market conditions and can be checked on Allvest for detailed performance metrics.
What is the minimum SIP amount to invest in Franklin India Low Duration Fund?
The minimum SIP investment is ₹500, making it accessible for small investors to start systematic investing.
How do I invest in Franklin India Low Duration Fund?
You can invest through Allvest platform by completing your KYC, selecting the fund, choosing investment mode (SIP/lumpsum), and making payment via available options.
How to start a SIP in Franklin India Low Duration Fund?
Log into Allvest, search for the fund, select SIP option, choose frequency and amount, set up auto-debit, and complete the investment process online.
How do I automate an SIP in Franklin India Low Duration Fund?
Enable auto-debit mandate through Allvest platform by providing bank details and authorization. This ensures automatic monthly deductions for your SIP investments.
How can I withdraw/redeem my investment in Franklin India Low Duration Fund?
Submit redemption request through Allvest platform or fund house. The fund has no lock-in period, allowing flexible withdrawals as per your requirements.
Clients/Investors to abstain them from dealing in any schemes of unauthorised collective investments / portfolio management, indicative/ guaranteed/fixed returns / payments etc.
Sr. No
Name of KMP
Designation
Mobile Number
Email ID
2.
Mr. Amit Bansal
Designated Director /
Compliance Officer