Franklin Templeton Mutual Fund
Franklin India Ultra Short Bond Fund - Super Institutional Plan - Direct7.8Q1★
- NAV
- ₹34.24
- Expense
- 0.28%
- AUM
- ₹28295.2 L Cr
- 1Y
- +10.8%
- 3Y
- +7.9%
- 5Y
- +8.2%
#1 of 4
Min SIP: ₹500Ideal: 1-6 months
HDFC Mutual Fund
| 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| +0.06% | +0.78% | +1.71% | +3.02% | +6.50% | +7.30% | +6.34% | — |
Breakdown
Simulated ₹10,000/month systematic investment plan, computed from NAV history.
1 Year SIP
+6.61%
₹1.24 L value on ₹1.20 L invested
3 Year SIP
—
Not enough NAV history yet.
5 Year SIP
—
Not enough NAV history yet.
This fund (1Y)
+6.50%
Rank #3 of 4
Category average (1Y)
+7.61%
Quartile Q3
Beats 25% of ultra short duration funds on 1Y return.
Poor risk-adjusted returns
Sharpe ratio of 0.00 means you’re not being adequately compensated for the risk taken.
Estimated corpus
₹3.54 L
How it stacks up vs alternatives
⚠️ Projection based on past CAGR. Actual returns may vary. Markets are subject to risk; past performance is not a guarantee of future results.
Return 6.5% · Risk (std dev) 0.4%
Safe but slow
Stable but modest returns — suits capital preservation.
Sharpe ratio of 0.00 confirms poor risk-adjusted returns.
NAV history
Use the SIP Calculator with this fund's historical CAGR to project a monthly investment.
Franklin Templeton Mutual Fund
Franklin India Ultra Short Bond Fund - Super Institutional Plan - DirectDSP Mutual Fund
DSP Ultra Short💡 Ratings are not guarantees. Past performance does not predict future results.
💡 Higher Sharpe = better risk-adjusted returns. Above 1.0 is good, above 2.0 is excellent. Drawdown is the worst peak-to-trough decline.
Portfolio holdings updated monthly
AMFI publishes scheme portfolios monthly. Check back after the next disclosure cycle for top holdings and sector allocation.
Duration of 3-6 months. Slightly more return than liquid with marginally more risk.
This is an Debt Fund.
💡 Worked example
Invest ₹1,00,000 and gain ₹25,000 over 2 years:
Post-Budget 2025: listed debt funds held over 2 years qualify for 12.5% LTCG (no indexation). Unlisted debt funds need 3 years.
If the broader market falls 20%, this fund is expected to fall about 0.1%.
Based on 1Y max drawdown of -0.1% versus a typical market correction of ~-15%. Historical fall ratio ≈ 0.00× market. Above-average protection.
⚠️ Estimate, not a guarantee. Actual market falls vary.
Canara Robeco Mutual Fund
CANARA ROBECO ULTRA SHORT TERM FUND OPTION