Franklin India Medium to Long Term Fund Growth Return

  • 1M
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  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Franklin India Medium to Long Term Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

43 Cr

Lock In Period

N/A

Expense Ratio

0.85

Exit Load

Nil

Benchmark

CRISIL Medium to Long Duration Debt A-III Index

Franklin India Medium to Long Term Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.121.00296.85
6M2.463.12314.88
1Y5.436.04338.55
3Y0.0016.0024.43

Portfolio Analysis

  • Equity:
  • Debt: 99.65%
  • Others
As on: 2026-08-15
View allocation % by

1. 7.02% Punjab SDL (01-Jul-2030)11.64%
2. Call, Cash & Other Assets8.73%
3. 0.00% Jubilant Bevco Ltd (31-May-2028)7.32%
4. 8.42% Andhra Pradesh SDL (08-Aug-2029)7.22%
5. 7.66% Maharashtra SDL (04-Mar-2047)7.21%
6. 0.00% Jubilant Beverages Ltd (31-May-2028)6.75%
7. 7.71% GOI 2066 (18-May-2066)6.31%
8. 7.79% West Bengal SDL (18-Mar-2045)6.04%
9. 7.56% Himachal Pradesh SDL (08-Jul-2039)3.20%
10. 7.56% Kerala SDL (08-Jul-2039)2.96%
11. Margin on IRS0.01%

1. 7.86% Haryana SDL (29-Jun-2032)12.05%
2. 7.15% Tamil Nadu SDL (22-Jan-2035)8.14%
3. 7.14% Jammu & Kashmir SDL (29-Dec-2036)6.53%
4. 7.77% Haryana SDL (10-Jan-2036)5.54%
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About Fund Franklin India Medium to Long Term Fund Growth

Franklin India Medium to Long Term Fund Growth managed by Franklin Templeton Mutual Fund,is a Med to Long Termscheme with Assets Under Management of ₹43 Crore. The fund benchmarks its performance against the CRISIL Medium to Long Duration Debt A-III Index while maintaining an expense ratio of 0.85. Under the expert guidance of Chandni Gupta ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Chandni Gupta

Ms. Chandni Gupta holds B.E. degree in IT and CFA degree from CFA Institute, USA. She is working with ICICI since October 2012 as Fixed Income Dealer. Prior to that, she has worked with Morgan Stanley, HSBC Bank and Standard Chartered Mutual Fund.

Peer Comparison

Fund Name1Y3Y
This FundUTI Bond Fund (Segregated - 17022020) Growth334.57690
This FundFranklin India Medium to Long Term Fund Growth5.43170
This FundICICI Prudential Medium to Long Term Fund Growth5.356222.4707
This FundICICI Prudential Bond Fund - Institutional Plan Growth11.5524.4274

Franklin India Medium to Long Term Fund Growth FAQs

Franklin India Medium to Long Term Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Franklin India Medium to Long Term Fund Growth is 0.85. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Franklin India Medium to Long Term Fund Growth’s fund performance is as follows:
  • 1 Month : 0.12%
  • 6 Months : 2.46%
  • 1 Year : 5.43%
  • 3 Years : 0.00%
Returns of Franklin India Medium to Long Term Fund Growth are updated daily based on NAV of ₹ 11.2014 as on Aug 31,2026. Since inception, the return has been 0.00%.

You can invest in Franklin India Medium to Long Term Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Franklin India Medium to Long Term Fund Growth is ₹43 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Franklin India Medium to Long Term Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.