Franklin India Medium to Long Duration Fund
The scheme seeks to generate returns by investing in debt and money market instruments such that the Macaulay duration of the scheme portfolio is between 4 to 7 years.
Growthvine rating: 2/5 — ranked #40 of 53 in category.
Fund basics
| Category | Debt: Medium to Long Duration |
|---|---|
| NAV | ₹11.23 (as of 2026-08-21) |
| AUM | ₹44 Cr |
| Expense ratio | 0.73% |
| Riskometer | Moderate |
| Fund manager | Anuj Tagra |
| Exit load | 0 |
Performance & risk
| Standard deviation | 0.00% |
|---|---|
| Max drawdown | -1.75% |
| Alpha | 0 |
| Beta | 0 |
Over 5 years, captured 107.0% of NIFTY Medium to Long Duration Debt Index's upside and 32.3% of its downside.
Market cap allocation
Concentration
Top holdings
Not disclosed.
Top sectors
Not disclosed.
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|---|---|---|
| 2026 (partial) | 3.5% | Q2 | #19 of 53 |
| 2025 | 6.8% | Q3 | #39 of 53 |