Franklin India Medium to Long Term Fund - Regular Plan - Growth
Franklin Templeton Asst Mgmt(IND)Pvt Ltd
₹11.13 (-0.08%)
NAV as of 9 Oct 2026
Minimum Investment: ₹5,000
Return
3.29% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- 0.83%
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹5,000
- Category
- Medium to Long Duration
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹1,025
Invested ₹1,000
▲+2.49%1 year
₹1,033
Invested ₹1,000
▲+3.29%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- ModerateThis fund
- Moderate to High
- High
- Very High
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | CRISIL Med to Long Dur Debt A-III TR INR |
|---|---|
| Secondary Index Name | CRISIL Med to Long Dur Debt A-III TR INR |
| Index Name | CRISIL Medium to Long Term Debt TR INR |
| Weighting | 100% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | +3.29% | — | — | — |
| Cumulative returns (%) | +3.29% | — | — | — |
Fund Manager
| Manager | Chandni Gupta |
|---|---|
| Role | Manager |
| Manager Tenure | 2.02 yrs |
About Fund
| Date of Incorporation | 24 Sep 2024 |
|---|---|
| Fund House | Franklin Templeton Asst Mgmt(IND)Pvt Ltd |
| Custodian | The Hongkong and Shanghai Bankg Corp Ltd |
| Registrar / Transfer Agent | Franklin Templeton Asst Mgmt(IND)Pvt Ltd |
| Address | 37, Chilpae-ro, Jung-gu |
Top Holdings
| Company | Weightage (%) |
|---|---|
| 7.86% Haryana Sdl 2032 | 12.48% |
| Punjab (State Of) 7.02% | 12.13% |
| Poonawalla Fincorp Limited | 10.36% |
| 6.48% Gs 2035 | 10.23% |
| Small Industries Development Bank Of India | 10.04% |
| Power Finance Corporation Limited | 9.79% |
| 6.33% Govt Stock 2035 | 9.66% |
| 6.75% Govt Stock 2029 | 9.65% |
| 7.15% Tamilnadu Sgs 2035 | 8.39% |
| Jubilant Bevco Limited | 7.68% |
| 8.42% Andhra Sdl 2029 Aug | 7.55% |
| Maharashtra SDL | 7.12% |
| Jubilant Beverages Limited | 7.09% |
| 7.14% Jammukashmir Sdl 2036 | 6.72% |
| 7.71% Govt Stock 2066 | 6.31% |
| State Government Of West Bengal | 6.20% |
| 6.9% Govt Stock 2065 | 5.89% |
| 7.77% Haryana Sgs 2036 | 5.69% |
| Himachal Pradesh (Government of) 7.56% | 3.11% |
| 7.24% Govt Stock 2055 | 1.58% |
Investment Strategy
The investment objective of the scheme is to generate returns by investing in debt and money market instruments such that the Macaulay duration of the scheme portfolio is between 4 to 7 years.
Income generation/ capital appreciation over the medium to long term
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.