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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 202610.6029
CategoryMedium to Long Duration
PlanRegular · Idcw
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₹0.24 Cr
Growth of ₹10,000₹10,60324 Sep 2024 to 2 Sep 2026
₹10,706₹10,526₹10,346₹10,166₹9,987Sep 2024Mar 2025Sep 2025Mar 2026Sep 2026
₹10,603 (+3.1% a year) Franklin India Medium to Long Term Fund

Performance (trailing, annualised)

1Y annualised0.98%

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 ₹1,21,1351.75%

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

Calendar years

Calendar 20253.27%

Rolling returns

Rolling 1Y · average49 windows since 25 Sep 20251.67%
Rolling 1Y · median2.16%
Rolling 1Y · worst window-2.75%
Rolling 1Y · best window5.42%
Rolling 1Y · windows positive69%

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

Risk

Volatility (3Y)2.71%
Downside deviation (3Y)2.24%
Maximum drawdown-4.05%

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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