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ਦਕਰਜ਼ਾ ਫੰਡ ਦੁਆਰਾ ਪੇਸ਼ ਕੀਤੀ ਗਈ ਫਰੈਂਕਲਿਨ ਟੈਂਪਲਟਨ ਦਾ ਉਦੇਸ਼ ਸਰਵੋਤਮ ਰਿਟਰਨ ਪ੍ਰਦਾਨ ਕਰਨਾ ਹੈਨਿਵੇਸ਼ ਉੱਚ-ਗੁਣਵੱਤਾ ਸਰਕਾਰੀ ਪ੍ਰਤੀਭੂਤੀਆਂ ਵਿੱਚ. ਰਿਣ ਫੰਡਾਂ ਰਾਹੀਂ, ਨਿਵੇਸ਼ਕ ਆਸਾਨੀ ਨਾਲ ਆਪਣੀ ਛੋਟੀ ਤੋਂ ਮੱਧ ਮਿਆਦ ਦੀ ਯੋਜਨਾ ਬਣਾ ਸਕਦੇ ਹਨਵਿੱਤੀ ਟੀਚੇ. ਵਰਗੀਆਂ ਸਕੀਮਾਂਤਰਲ ਫੰਡ, ਅਤਿਛੋਟੀ ਮਿਆਦ ਦੇ ਫੰਡ ਅਤੇ ਫਰੈਂਕਲਿਨ ਟੈਂਪਲਟਨ ਦੁਆਰਾ ਥੋੜ੍ਹੇ ਸਮੇਂ ਦੇ ਫੰਡ ਕਿਸੇ ਦੇ ਵਿੱਤੀ ਟੀਚਿਆਂ ਨੂੰ ਪੂਰਾ ਕਰਨ ਵਿੱਚ ਮਦਦ ਕਰਦੇ ਹਨ।
ਨਿਵੇਸ਼ ਕਰਨ ਦੀ ਯੋਜਨਾ ਬਣਾ ਰਹੇ ਨਿਵੇਸ਼ਕ ਹੇਠਲੇ ਸਿਖਰ 7 ਵਿੱਚੋਂ ਫੰਡ ਚੁਣ ਸਕਦੇ ਹਨਵਧੀਆ ਕਰਜ਼ਾ ਫੰਡ ਨਾਲਫਰੈਂਕਲਿਨ ਟੈਂਪਲਟਨ ਮਿਉਚੁਅਲ ਫੰਡ. ਇਹ ਫੰਡ ਕੁਝ ਮਹੱਤਵਪੂਰਨ ਮਾਪਦੰਡ ਜਿਵੇਂ ਕਿ ਏ.ਯੂ.ਐਮ.ਨਹੀ ਹਨ, ਪਿਛਲੇ ਪ੍ਰਦਰਸ਼ਨ, ਪੋਰਟਫੋਲੀਓ ਦੀ ਔਸਤ ਪਰਿਪੱਕਤਾ, ਮਿਆਦ, ਆਦਿ।
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ਇੱਕਨਿਵੇਸ਼ਕ ਏ ਰਾਹੀਂ INR 500 ਤੋਂ ਘੱਟ ਰਕਮ ਨਾਲ ਕਰਜ਼ੇ ਦੀਆਂ ਸਕੀਮਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰ ਸਕਦੇ ਹਨSIP ਅਤੇ INR 5,000 ਇੱਕਮੁਸ਼ਤ ਰਕਮ ਨਿਵੇਸ਼ ਦੁਆਰਾ
ਕਰਜ਼ਾ ਫੰਡਾਂ ਨੂੰ ਨਿਯਮਤ ਬਣਾਉਣ ਲਈ ਇੱਕ ਆਦਰਸ਼ ਨਿਵੇਸ਼ ਮੰਨਿਆ ਜਾਂਦਾ ਹੈਆਮਦਨ. ਉਦਾਹਰਨ ਲਈ, ਲਾਭਅੰਸ਼ ਭੁਗਤਾਨ ਦੀ ਚੋਣ ਕਰਨਾ ਨਿਯਮਤ ਆਮਦਨ ਲਈ ਇੱਕ ਵਿਕਲਪ ਹੋ ਸਕਦਾ ਹੈ।
ਕਿਉਂਕਿ, ਰਿਣ ਫੰਡ ਵੱਡੇ ਪੱਧਰ 'ਤੇ ਸਰਕਾਰੀ ਪ੍ਰਤੀਭੂਤੀਆਂ, ਕਾਰਪੋਰੇਟ ਕਰਜ਼ੇ ਅਤੇ ਹੋਰ ਪ੍ਰਤੀਭੂਤੀਆਂ ਜਿਵੇਂ ਕਿ ਖਜ਼ਾਨਾ ਬਿੱਲਾਂ ਆਦਿ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਦੇ ਹਨ, ਉਹ ਇਕੁਇਟੀ ਦੁਆਰਾ ਪ੍ਰਭਾਵਿਤ ਨਹੀਂ ਹੁੰਦੇ ਹਨ।ਬਜ਼ਾਰ ਅਸਥਿਰਤਾ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Franklin India Savings Fund Growth ₹48.6993
↑ 0.02 ₹2,548 1.8 3.7 7.6 6.6 7.7 7.56% 5M 19D 6M 4D Franklin India Corporate Debt Fund Growth ₹95.0453
↑ 0.03 ₹753 1.5 3.6 7.5 5.9 7.6 7.59% 2Y 4M 10D 3Y 7M 28D Franklin India Banking And PSU Debt Fund Growth ₹21.6854
↑ 0.01 ₹596 1.6 3.5 7.5 6 7.7 7.4% 1Y 11M 23D 3Y 1M 26D Franklin India Ultra Short Bond Fund - Super Institutional Plan Growth ₹34.9131
↑ 0.04 ₹297 1.3 5.9 13.7 8.8 0% 1Y 15D Franklin India Government Securities Fund Growth ₹56.9934
↓ -0.01 ₹152 1.8 3.5 7.5 5.3 7.3 6.67% 1Y 7M 24D 3Y 10M 22D Franklin India Credit Risk Fund Growth ₹25.3348
↑ 0.04 ₹104 2.9 5 7.5 11 0% Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Feb 25
(Erstwhile Franklin India Savings Plus Fund Retail Option) Aims to provide income consistent with the prudent risk from a portfolio comprising substantially of floating rate debt instruments, fixed rate debt instruments swapped for floating rate returns, and also fixed rate instruments and money market instruments. Franklin India Savings Fund is a Debt - Money Market fund was launched on 11 Feb 02. It is a fund with Moderately Low risk and has given a Below is the key information for Franklin India Savings Fund Returns up to 1 year are on (Erstwhile Franklin India Income Builder Account - Plan A) The investment objective of the Scheme is primarily to provide investors Regular income under the Dividend Plan and Capital appreciation under the Growth Plan. Franklin India Corporate Debt Fund is a Debt - Corporate Bond fund was launched on 23 Jun 97. It is a fund with Moderate risk and has given a Below is the key information for Franklin India Corporate Debt Fund Returns up to 1 year are on The fund seeks to provide income through a portfolio of debt and money market instruments consisting predominantly of securities issued by entities such as Banks and Public Sector Undertakings (PSUs). However, there is no assurance or guarantee that the objective of the scheme will be achieved. Franklin India Banking And PSU Debt Fund is a Debt - Banking & PSU Debt fund was launched on 25 Apr 14. It is a fund with Moderate risk and has given a Below is the key information for Franklin India Banking And PSU Debt Fund Returns up to 1 year are on To provide a combination of regular income and high liquidity by investing primarily in a mix of short term debt and money market instruments. Franklin India Ultra Short Bond Fund - Super Institutional Plan is a Debt - Ultrashort Bond fund was launched on 18 Dec 07. It is a fund with Moderate risk and has given a Below is the key information for Franklin India Ultra Short Bond Fund - Super Institutional Plan Returns up to 1 year are on (Erstwhile Franklin India Government Securities Fund - Long Term Plan) Aims to invest exclusively in government securities of Zero credit or default risk Franklin India Government Securities Fund is a Debt - Government Bond fund was launched on 7 Dec 01. It is a fund with Moderate risk and has given a Below is the key information for Franklin India Government Securities Fund Returns up to 1 year are on (Erstwhile Franklin India Corporate Bond Opportunities Fund) The Fund seeks to provide regular income and capital appreciation through a focus on corporate securities. Franklin India Credit Risk Fund is a Debt - Credit Risk fund was launched on 30 Nov 11. It is a fund with Moderate risk and has given a Below is the key information for Franklin India Credit Risk Fund Returns up to 1 year are on 1. Franklin India Savings Fund
CAGR/Annualized
return of 7.1% since its launch. Ranked 47 in Money Market
category. Return for 2024 was 7.7% , 2023 was 7.3% and 2022 was 4.4% . Franklin India Savings Fund
Growth Launch Date 11 Feb 02 NAV (20 Feb 25) ₹48.6993 ↑ 0.02 (0.04 %) Net Assets (Cr) ₹2,548 on 31 Jan 25 Category Debt - Money Market AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately Low Expense Ratio 0.27 Sharpe Ratio 3.19 Information Ratio 0 Alpha Ratio 0 Min Investment 10,000 Min SIP Investment 500 Exit Load NIL Yield to Maturity 7.56% Effective Maturity 6 Months 4 Days Modified Duration 5 Months 19 Days Growth of 10,000 investment over the years.
Date Value Returns for Franklin India Savings Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 20 Feb 25 Duration Returns 1 Month 0.6% 3 Month 1.8% 6 Month 3.7% 1 Year 7.6% 3 Year 6.6% 5 Year 5.8% 10 Year 15 Year Since launch 7.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.7% 2023 7.3% 2022 4.4% 2021 3.6% 2020 6% 2019 8.5% 2018 7.5% 2017 7.2% 2016 8.1% 2015 8.3% Fund Manager information for Franklin India Savings Fund
Name Since Tenure Data below for Franklin India Savings Fund as on 31 Jan 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. Franklin India Corporate Debt Fund
CAGR/Annualized
return of 8.5% since its launch. Ranked 22 in Corporate Bond
category. Return for 2024 was 7.6% , 2023 was 6.5% and 2022 was 3.2% . Franklin India Corporate Debt Fund
Growth Launch Date 23 Jun 97 NAV (20 Feb 25) ₹95.0453 ↑ 0.03 (0.03 %) Net Assets (Cr) ₹753 on 31 Jan 25 Category Debt - Corporate Bond AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆ Risk Moderate Expense Ratio 0.77 Sharpe Ratio 0.85 Information Ratio 0 Alpha Ratio 0 Min Investment 10,000 Min SIP Investment 500 Exit Load 0-1 Years (0.5%),1 Years and above(NIL) Yield to Maturity 7.59% Effective Maturity 3 Years 7 Months 28 Days Modified Duration 2 Years 4 Months 10 Days Growth of 10,000 investment over the years.
Date Value Returns for Franklin India Corporate Debt Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 20 Feb 25 Duration Returns 1 Month 0.5% 3 Month 1.5% 6 Month 3.6% 1 Year 7.5% 3 Year 5.9% 5 Year 5.6% 10 Year 15 Year Since launch 8.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.6% 2023 6.5% 2022 3.2% 2021 3.8% 2020 9% 2019 9.2% 2018 7.5% 2017 7.7% 2016 9% 2015 8.4% Fund Manager information for Franklin India Corporate Debt Fund
Name Since Tenure Data below for Franklin India Corporate Debt Fund as on 31 Jan 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. Franklin India Banking And PSU Debt Fund
CAGR/Annualized
return of 7.4% since its launch. Ranked 40 in Banking & PSU Debt
category. Return for 2024 was 7.7% , 2023 was 6.8% and 2022 was 3.3% . Franklin India Banking And PSU Debt Fund
Growth Launch Date 25 Apr 14 NAV (20 Feb 25) ₹21.6854 ↑ 0.01 (0.04 %) Net Assets (Cr) ₹596 on 31 Jan 25 Category Debt - Banking & PSU Debt AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderate Expense Ratio 0.51 Sharpe Ratio 1.17 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load NIL Yield to Maturity 7.4% Effective Maturity 3 Years 1 Month 26 Days Modified Duration 1 Year 11 Months 23 Days Growth of 10,000 investment over the years.
Date Value Returns for Franklin India Banking And PSU Debt Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 20 Feb 25 Duration Returns 1 Month 0.5% 3 Month 1.6% 6 Month 3.5% 1 Year 7.5% 3 Year 6% 5 Year 5.8% 10 Year 15 Year Since launch 7.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.7% 2023 6.8% 2022 3.3% 2021 3.7% 2020 9.1% 2019 11.2% 2018 6.9% 2017 6.3% 2016 9.7% 2015 7.3% Fund Manager information for Franklin India Banking And PSU Debt Fund
Name Since Tenure Data below for Franklin India Banking And PSU Debt Fund as on 31 Jan 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. Franklin India Ultra Short Bond Fund - Super Institutional Plan
CAGR/Annualized
return of 8.9% since its launch. . Franklin India Ultra Short Bond Fund - Super Institutional Plan
Growth Launch Date 18 Dec 07 NAV (07 Aug 22) ₹34.9131 ↑ 0.04 (0.11 %) Net Assets (Cr) ₹297 on 31 Jul 22 Category Debt - Ultrashort Bond AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆ Risk Moderate Expense Ratio 0.52 Sharpe Ratio 2.57 Information Ratio 0 Alpha Ratio 0 Min Investment 10,000 Min SIP Investment 500 Exit Load NIL Yield to Maturity 0% Effective Maturity 1 Year 15 Days Modified Duration Growth of 10,000 investment over the years.
Date Value
Purchase not allowed Returns for Franklin India Ultra Short Bond Fund - Super Institutional Plan
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 20 Feb 25 Duration Returns 1 Month 0.6% 3 Month 1.3% 6 Month 5.9% 1 Year 13.7% 3 Year 8.8% 5 Year 8.7% 10 Year 15 Year Since launch 8.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for Franklin India Ultra Short Bond Fund - Super Institutional Plan
Name Since Tenure Data below for Franklin India Ultra Short Bond Fund - Super Institutional Plan as on 31 Jul 22
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. Franklin India Government Securities Fund
CAGR/Annualized
return of 7.8% since its launch. Ranked 17 in Government Bond
category. Return for 2024 was 7.3% , 2023 was 5.5% and 2022 was 2.5% . Franklin India Government Securities Fund
Growth Launch Date 7 Dec 01 NAV (20 Feb 25) ₹56.9934 ↓ -0.01 (-0.02 %) Net Assets (Cr) ₹152 on 31 Jan 25 Category Debt - Government Bond AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderate Expense Ratio 1.08 Sharpe Ratio 0.52 Information Ratio 0 Alpha Ratio 0 Min Investment 10,000 Min SIP Investment 500 Exit Load NIL Yield to Maturity 6.67% Effective Maturity 3 Years 10 Months 22 Days Modified Duration 1 Year 7 Months 24 Days Growth of 10,000 investment over the years.
Date Value Returns for Franklin India Government Securities Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 20 Feb 25 Duration Returns 1 Month 0.5% 3 Month 1.8% 6 Month 3.5% 1 Year 7.5% 3 Year 5.3% 5 Year 4.8% 10 Year 15 Year Since launch 7.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.3% 2023 5.5% 2022 2.5% 2021 2.1% 2020 8.5% 2019 8% 2018 4.3% 2017 0.1% 2016 15.7% 2015 5.4% Fund Manager information for Franklin India Government Securities Fund
Name Since Tenure Data below for Franklin India Government Securities Fund as on 31 Jan 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. Franklin India Credit Risk Fund
CAGR/Annualized
return of 8.4% since its launch. Ranked 16 in Credit Risk
category. and 2022 was 6.5% . Franklin India Credit Risk Fund
Growth Launch Date 30 Nov 11 NAV (11 Jun 23) ₹25.3348 ↑ 0.04 (0.14 %) Net Assets (Cr) ₹104 on 15 Jul 23 Category Debt - Credit Risk AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆ Risk Moderate Expense Ratio 0.04 Sharpe Ratio 0.29 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-12 Months (3%),12-24 Months (2%),24-36 Months (1%),36 Months and above(NIL) Yield to Maturity 0% Effective Maturity Modified Duration Growth of 10,000 investment over the years.
Date Value
Purchase not allowed Returns for Franklin India Credit Risk Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 20 Feb 25 Duration Returns 1 Month 0.9% 3 Month 2.9% 6 Month 5% 1 Year 7.5% 3 Year 11% 5 Year 7% 10 Year 15 Year Since launch 8.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 6.5% 2021 13.8% 2020 -0.2% 2019 4% 2018 8.4% 2017 8.3% 2016 8.7% 2015 9.3% Fund Manager information for Franklin India Credit Risk Fund
Name Since Tenure Data below for Franklin India Credit Risk Fund as on 15 Jul 23
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
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