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OmniAsset › Mutual funds › Franklin India Medium to Long Term Fund

Franklin India Medium to Long Term Fund

Medium to Long Duration fund benchmarked to CRISIL Medium to Long Duration Debt A-III Index. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202611.1927
CategoryMedium to Long Duration
PlanRegular · Growth
Launched3 Sep 2024
Risk labelthe scheme's own riskometerModerate
Legal benchmarkSEBI Tier-1CRISIL Medium to Long Duration Debt A-III Index
Expense ratiodirect plan, a year · stated maximum, from the scheme document0.85%
AUM₹22.5 Cr
Growth of ₹10,000₹11,19324 Sep 2024 to 2 Sep 2026
₹11,270₹10,949₹10,628₹10,307₹9,987Sep 2024Mar 2025Sep 2025Mar 2026Sep 2026
₹11,193 (+6.0% a year) Franklin India Medium to Long Term Fund

Performance (trailing, annualised)

1Y annualised5.41%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,23,4305.32%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 20256.85%

Rolling returns

Rolling 1Y · average49 windows since 25 Sep 20255.36%
Rolling 1Y · median5.70%
Rolling 1Y · worst window1.81%
Rolling 1Y · best window7.74%
Rolling 1Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)1.86%
Downside deviation (3Y)1.12%
Maximum drawdown-1.75%

Management

Fund managerChandni Gupta, Anuj Tagra
Managing since3 Sep 2026

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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