How to check the XIRR of Franklin India Low Duration Fund-Direct-Growth?

You can track the exact XIRR and portfolio overlapping of Franklin India Low Duration Fund-Direct-Growth alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for Franklin India Low Duration Fund-Direct-Growth?

Use the MutualSaathi Portfolio Analyzer to compare Franklin India Low Duration Fund-Direct-Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

Franklin India Low Duration Fund-Direct-Growth

Franklin Templeton Mutual Fund

Expense Ratio: 0.26

Risk: Low to Moderate

Debt Scheme - Low Duration Fund

Plan: Direct

Benchmark: NIFTY Low Duration Debt Index A-I

Inception: 25-02-2025

Exit Load: Nil

Fund Size:₹396.01 Cr

Performance

Fund6.52%

Cat. Avg.6.23%

FundN/A

Cat. Avg.7.36%

FundN/A

Cat. Avg.7.42%

FundN/A

Cat. Avg.6.59%

10Y

FundN/A

Cat. Avg.6.86%

Fund7.57%

Cat. Avg.6.85%

Fund Facts

Manager(s)

Rahul Goswami

Taxation

Any Holding Period (STCG & LTCG):As per Income Slab Rate

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

Tap to expand

Debt Ratings

Tap to expand

Debt Instruments

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Asset Class

Debt Ratings

Debt Instruments

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Sector	YTM	Val (Cr)	% Assets
1	Small Industries Development Bank of India (18-Feb-2027)	DEBT	CD	CARE A1	7.25%	32.89	7.36%
2	0.00% Jubilant Bevco Ltd (31-May-2028)	DEBT	Bond/NCD	CRISIL AA	8.69%	28.50	6.37%
3	7.9265% LIC Housing Finance (14-Jul-2027)	DEBT	Bond/NCD	CARE AAA	7.61%	26.50	5.93%
4	7.56% REC Ltd (31-Aug-2027)	DEBT	Bond/NCD	ICRA AAA	7.49%	26.11	5.84%
5	7.25% RJ Corp Ltd (08-Dec-2028)	DEBT	Bond/NCD	CRISIL AAA	8.02%	24.94	5.58%
6	7.05% Embassy Office Parks Reit (18-Oct-2026)	Equity	REiT	CRISIL AAA	8.08%	24.90	5.57%
7	7.24% Power Finance Corporation Ltd (17-Feb-2031)	DEBT	Bond/NCD	ICRA AAA	7.60%	24.86	5.56%
8	91 DTB (19-Jun-2026)	DEBT	G-Sec	SOVEREIGN	5.38%	24.71	5.53%
9	National Bank For Agriculture & Rural Development (22-Jan-2027)	DEBT	CD	ICRA A1	7.25%	23.61	5.28%
10	HDFC Bank Ltd (05-Mar-2027)	DEBT	CD	CARE A1	7.33%	23.41	5.24%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	61897	+3.2%	+6.6%
SI	07 Mar, 25	85000	88993	+4.7%	+6.8%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	17 Jul, 25	1 L.	1.07 L.	+6.5%	+6.5%
SI	06 Mar, 25	1 L.	1.10 L.	+10.5%	+7.6%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.