HealthyDirect · Option n/a
Franklin India Credit Risk Fund (No. of segregated portfolios-3)
Franklin Templeton Mutual FundDebt Scheme - Credit Risk Fund13.7 years
- NAV
- 25.565
- 11 Jun 2023
- 1Y
- +7.4%
- Trailing CAGR
- AUM
- ₹353.46 Cr
- 31 Mar 2021
- Volatility
- Low
- 3.1% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+7.4%
- 3Y+9.4%
- 5Y+6.2%
- 10Y+7.9%
- SI+8.1%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+9.0%
- 3Y+7.7%
- 5Y+6.6%
- 10Y+7.2%
- Since inception
- +8.1%
- Calendar-day CAGR
- Excess 1Y
- n/a
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- Worst rolling 3Y
- +2.6%
- 1800 daily-ending windows
- Median rolling 3Y
- +8.7%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 1318 daily-ending windows
- SIP 3Y XIRR
- +7.7%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 7 days
- 172 recovered episodes
- Longest recovery
- 249 days
- Trough to prior peak
- Current spell
- 0 days
- Days below latest peak
- Time below peak
- +49%
- NAV observations
13 Jan 2020 – 4 Jan 2021
Trough 30 Apr 2020 · recovered in 249 days
-9.6%
12 Jul 2013 – 19 Sept 2013
Trough 19 Aug 2013 · recovered in 31 days
-3.0%
17 Feb 2022 – 17 Aug 2022
Trough 6 May 2022 · recovered in 103 days
-2.9%
14 Jun 2021 – 8 Sept 2021
Trough 6 Jul 2021 · recovered in 64 days
-2.6%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
48
Vs category
n/a
Consistency
n/a
Risk-adjusted
73
Drawdown
76
Mean
66
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Jun 2023
Healthy
Engine status
Healthy
Doing its job
Why this status
- No material deterioration, cost shock, or persistent category underperformance in the current evidence set.
Supporting reads
- Risk-adjusted return sits above the documented risk-free proxy.
- Peak-to-trough drawdown has stayed shallower than 15%.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Aditya Birla Sun Life Credit Risk Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +12.8%
- 3Y
- +13.2%
- Vol
- 2.6%
- Max DD
- -3.9%
- Sharpe
- 1.59
- 3Y win
- +70%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
BANDHAN CREDIT RISK FUND
Bandhan Mutual Fund
- 1Y
- +5.9%
- 3Y
- +7.2%
- Vol
- 1.5%
- Max DD
- -2.6%
- Sharpe
- 1.15
- 3Y win
- +34%
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns
DSP Credit Risk Fund
DSP Mutual Fund
- 1Y
- +11.1%
- 3Y
- +16.8%
- Vol
- 4.5%
- Max DD
- -6.0%
- Sharpe
- 0.89
- 3Y win
- +41%
- Shallower drawdown
- Higher trailing returns
Caveat: Higher volatility
ICICI Prudential Credit Risk Fund
ICICI Prudential Mutual Fund
- 1Y
- +8.2%
- 3Y
- +9.1%
- Vol
- 1.4%
- Max DD
- -2.9%
- Sharpe
- 2.52
- 3Y win
- +53%
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns
Kotak Credit Risk Fund
Kotak Mahindra Mutual Fund
- 1Y
- +7.4%
- 3Y
- +8.5%
- Vol
- 1.8%
- Max DD
- -3.9%
- Sharpe
- 1.64
- 3Y win
- +54%
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns