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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.23 | 7.41 | 8.19 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.51 | 7.53 | 7.61 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
Nifty Short Duration Debt Index |
Floating rate funds are debt funds. They invest in bonds and debt instruments whose interest payments alter with an underlying interest rate level.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Franklin India Floating Rate Fund(IDCW) | 0.80% | 0.31% | 0.13% |
HDFC Floating Rate Debt Fund(M-IDCW Reinv) | 0.07% | 0.05% | 0.02% |
Aditya Birla SL Floating Rate Fund(W-IDCW) | 0.36% | 0.01% | 0.07% |
ICICI Pru Floating Interest Fund(IDCW-Payout) | 8.84% | 5.75% | 6.11% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Debt
Others
Holdings
27.67 %
Holdings
23.62 %
Holdings
10.41 %
Franklin Templeton Investments began its operations in India back in 1996 under the name Templeton Asset Management India Pvt. Ltd. The trust, Franklin Templeton Mutual Fund, is registered with SEBI under the registration number MF/026/96/8.
No.of Schemes
35
Total AUM
₹ 1,11,904.63 Cr.
Pallab Roy
AUM: ₹3,882.75 Cr.
|
Exp: 12yrs
Rohan Maru
AUM: ₹6,115.05 Cr.
|
Exp: 10yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%