HomeMutual FundsFranklin India Floating Rate Direct Growth

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Overview (as on 02 Aug 2021)

NAV

₹33.8165

1y returns

5.219%

Fund AUM

₹315 Cr

Expense Ratio

0.28%

Min SIP

₹1,000

Min Lumpsum

₹1,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

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For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
Franklin India Floating Rate Direct Growth
₹0
5.49% projected returns
HDFC Floating Rate Debt - Direct Plan - Wholesale Growth Option
₹0
5.49% projected returns
ICICI Prudential Floating Interest Fund Direct Plan Growth
₹0
5.49% projected returns
Nippon India Floating Rate Fund Direct Plan Growth Plan
₹0
5.30% projected returns
Aditya Birla Sun Life Floating Rate Fund Direct Plan Growth
₹0
5.49% projected returns
Kotak Floating Rate Fund Direct Growth
₹0
5.11% projected returns

Asset Allocation

Debt & Cash (100.00%)
Sector Allocation
Government
60.45%
Cash Equivalent
21.96%
Corporate
17.58%
Debt Credit Ratings
AAA
93.20%
AA
6.80%

Key Metrics

Modified Duration 

0.73 yr

Average Maturity 

2.74 yr

Yield to Maturity 

4.57%

Holdings

All
Equity
Debt & Cash

Fund Details

Investment Objectives
To provide income and liquidity consistent with the prudent risk from a portfolio comprising of floating rate debt instruments, fixed rate debt instruments swapped for floating rate return, and also fixed rate instrument and money market instruments.
Scheme Name
Franklin India Floating Rate Direct Growth
Scheme Document
Click Here
Exit Load

After 0 Months : 0%

Plan Started
01 January, 2013
Fund Manager
Mayank Bukrediwala
Fund House Details
Fund House
Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Email
service@templeton.com
Phone
+912266490622/66490627
Address
Franklin Templeton Asset Management (India) Private Limited,Indiabulls Finance Centre; Tower 2, 12th and 13th Floor,Senapati Bapat Marg;,Elphinstone Road (W)

Other Related Plans

Fund NamePlan TypeExpense Ratio1yr Returns
Franklin India Floating Rate Direct Reinvestment Inc Dist cum Cap Wdrl
Direct0.28%4.58%
Franklin India Floating Rate Daily Reinvestment Inc Dist cum Cap Wdrl
Regular0.97%4.01%

Peer Funds

HDFC Floating Rate Debt - Direct Plan - Wholesale Growth Option  

DebtFloating RateDirectModerate Risk

1 yr returns

6.24%

AUM

₹18,740 Cr

Expense Ratio

0.23%

Nippon India Floating Rate Fund Direct Plan Growth Plan  

DebtFloating RateDirectLow to Moderate Risk

1 yr returns

6.03%

AUM

₹17,328 Cr

Expense Ratio

0.24%

Aditya Birla Sun Life Floating Rate Fund Direct Plan Growth  

DebtFloating RateDirectLow to Moderate Risk

1 yr returns

5.16%

AUM

₹15,976 Cr

Expense Ratio

0.23%

ICICI Prudential Floating Interest Fund Direct Plan Growth  

DebtFloating RateDirectModerate Risk

1 yr returns

6.94%

AUM

₹12,404 Cr

Expense Ratio

0.6%

Kotak Floating Rate Fund Direct Growth  

NR
DebtFloating RateDirectModerate Risk

1 yr returns

6.28%

AUM

₹5,103 Cr

Expense Ratio

0.22%

Franklin India Floating Rate Direct Growth

NAV

₹33.8165

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Indicative yields
    success

    Fund is in Top 30 percent in its Category

    Risk score is based upon:

    Market sensitivity
    Credit risk
    Underlying maturity
    success

    Fund has high quality bonds and commercial papers

    Credit Quality is based upon:

    Long term credit rating
    Credit rating outlook
    Probability of default

    Based on credit rating and modified duration of underlying instruments

Fund Managers

Mayank Bukrediwala
Mayank Bukrediwala

manager

Work Experience
"null"
Pallab Roy
Pallab Roy

leader

Qualifications
MBA (Fin.), M.Com., DBF
Work Experience
"Senior Manager - Fixed Income (based at Mumbai). Responsible for Investments and Fund Management. Schemes managed: TIMMA, TICMA, TFHF-Series and Debt portions of TMIP, FTIMIP, FTCSF, FTCPOF & FTFTF Series. He is also the co-fund manager to TFIF, TITMA, TIUBF, and Debt portions of FTLF. Prior assignments: Franklin Templeton Asset Management (India) Pvt. Ltd. (June 2001 - till date). Responsible for Liquidity Management & Portfolio MIS - Fixed Income funds."
Umesh Sharma
Umesh Sharma

manager

Qualifications
B.com, CA, CS, CFA
Work Experience
"Vice President - Fixed Income (based at Mumbai). He is responsible for Investments and Fund Management. Schemes managed: He is co-fund manager to TIIF, TIIBA, TISTIP, TGSF, TICMA, TIIOF, TILDF and Debt portions of FTIBF, TICAP, TIPP, FTIMIP, FTCSF, FTCPOF & FTFTF Series. Prior assignments: Fixed Income, Religare Mutual Fund (2008- 2010), responsible for managing fixed income bond portfolios. Portfolio Manager- Fixed Income, Lotus India Mutual Fund (2006-2008), responsible for managing fixed income bond portfolios. Chief Manager, ICICI Bank (2005-2006), undertook analysing of investment opportunities in international USD bonds. Manager - Fixed Income, JM Financial Mutual Fund (2003-2005), undertook macro research in order to gauge interest rate trends & credit research. Primary Dealer, UTI Mutual Fund (2000-2003), involved in analyzing and recommending investments in debt and equity."
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