Debt
Direct
Other Bond
NAV as on 08-09-2023
₹ 2.17
Inception Returns
151.1%
/yr
Franklin India Credit Risk Fund Segregated Portfolio 2 Direct Growth is a debt fund. This fund was started on 24 January, 2020. The fund is managed by Kunal Agrawal, Santosh Kamath. This fund is suitable to keep your money safe.
Franklin India Credit Risk Fund Segregated Portfolio 2 Direct Growth has given a CAGR return of 151.14% since inception. Over the last 1 year the fund has given a CAGR return of 309.13%.
Franklin India Credit Risk Fund Segregated Portfolio 2 Direct Growth has allocated its funds majorly in Cash Equivalent. Its top holdings are Vodafone Idea Limited
As it is a other bond mutual fund the taxation is as follows:If the fund is debt oriented i.e. asset allocation of more than 65% in debt instruments:For short term (less than 3 years) capital gains will be taxed at your income slab rate.For long term (more than 3 years) capital gains will be taxed at 20% with indexation benefit.Dividends will always be taxed at slab rate.
The Fund seeks to provide regular income and capital appreciation through a focus on corporate securities.
Minimum investment for lump sum payment is INR 0.00 and for SIP is INR 0.00. Franklin India Credit Risk Fund Segregated Portfolio 2 Direct Growth has no lock in period.
Expense ratio | 0.006% |
Benchmark | NIFTY Credit Risk Bond TR INR |
AUM | ₹106 Cr |
Inception Date | 24 January, 2020 |
Min Lumpsum/SIP | --/-- |
Exit Load | 0% |
Lock In | No Lock-in |
TurnOver | 0% |
STCG | Selling within 36 months, gains taxed at slab rates. |
LTCG | Holding over 3 years, gains taxed at 12.5% without indexation. |
Risk | Very High Risk |
as on (08-Sep-23)
as on (31-Dec-69)
Franklin India Credit Risk Fund Segregated Portfolio 2 Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 259.05% | 259.05% |
6 Month Returns | 280.41% | 280.41% |
1 Year Returns | 309.13% | 309.13% |
3 Years Returns | 0% | 0% |
5 Years Returns | 0% | 0% |
B | 100 |