MonitorDirect · Option n/a
Franklin India Low Duration Fund (No. of Segregated Portfolios-2)
Franklin Templeton Mutual FundDebt Scheme - Low Duration Fund13.7 years
- NAV
- 28.6858
- 7 Aug 2022
- 1Y
- +17.4%
- Trailing CAGR
- AUM
- ₹444.53 Cr
- 31 Mar 2021
- Volatility
- Low
- 3.3% 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+17.4%
- 3Y+8.1%
- 5Y+8.2%
- 10Yn/a
- SI+9.1%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+12.4%
- 3Y+12.3%
- 5Y+9.6%
- 10Yn/a
- Since inception
- +9.1%
- 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
- +3.5%
- 1597 daily-ending windows
- Median rolling 3Y
- +9.0%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 1115 daily-ending windows
- SIP 3Y XIRR
- +12.3%
- 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
- 8 days
- 96 recovered episodes
- Longest recovery
- 275 days
- Trough to prior peak
- Current spell
- 0 days
- Days below latest peak
- Time below peak
- +26%
- NAV observations
4 Dec 2019 – 24 Dec 2020
Trough 24 Mar 2020 · recovered in 275 days
-10.6%
5 Jul 2021 – 12 Aug 2021
Trough 6 Jul 2021 · recovered in 37 days
-1.3%
14 May 2021 – 21 Jun 2021
Trough 21 May 2021 · recovered in 31 days
-1.0%
24 Feb 2022 – 24 Mar 2022
Trough 25 Feb 2022 · recovered in 27 days
-0.8%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
44
Vs category
n/a
Consistency
n/a
Risk-adjusted
84
Drawdown
73
Mean
67
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 7 Aug 2022
Monitor
Engine status
Monitor
Recent evidence
Why this status
- AUM fell by 30% or more versus the prior observation.
Supporting reads
- Risk-adjusted return sits above the documented risk-free proxy.
- Peak-to-trough drawdown has stayed shallower than 15%.