Franklin India Medium to Long Duration Fund · Regular · Growth
Franklin Templeton Mutual Fund
NAV
₹11.0468
as of 16 Jun 2026
Expense Ratio
0.83%
AUM
₹49 Cr
Lumpsum returns (CAGR)
- 1Y
- +3.49%
- 3Y
- —
- 5Y
- —
- Since Inception
- +5.94%
SIP returns (XIRR)
- 1Y
- +4.38%
- 3Y
- —
- 5Y
- —
- Since Inception
- +5.14%
SIP since inception — what ₹500/month became
Real NAV backtest from day one
₹10,500
Invested
₹10,924
Value today
4.7%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹5,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹5,000
Invested
₹5,501
Value today
5.7%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum CalculatorRisk Metrics
Trailing 1 year, annualised-0.14
Sharpe Ratio
—
Alpha
—
Beta
-0.14
Sortino
1.91%
Std Dev
-1.75%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
Portfolio holdings
- 17.86% Haryana Sdl (29-Jun-2032)11.23%
- 27.75% Small Industries Development Bank Of India (10-Jun-2027) **9.93%
- 37.55% Poonawalla Fincorp Ltd (25-Mar-2027) **9.77%
- 40.00% Jubilant Bevco Ltd (31-May-2028) **7.58%
- 57.15% Tamil Nadu Sdl (22-Jan-2035)7.55%
- 68.42% Andhra Pradesh Sdl (08-Aug-2029)6.81%
- 77.66% Maharashtra Sdl (04-Mar-2047)6.44%
- 80.00% Jubilant Beverages Ltd (31-May-2028) **6.12%
- 97.14% Jammu & Kashmir Sdl (29-Dec-2036)6.09%
- 106.90% Goi 2065 (15-Apr-2065)5.89%
Investment Objective
Franklin India Medium to Long Duration Fund · Regular · Growth by Franklin Templeton Mutual Fund is a Medium to Long Duration fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Medium to Long Duration category.
About This Fund
Franklin India Medium to Long Duration Fund · Regular · Growth is a Medium to Long Duration mutual fund offered by Franklin Templeton Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹48.8 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against CRISIL Medium to Long Duration Debt A-III Index. The current expense ratio is 0.83%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations