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Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Franklin India Medium to Long Duration Fund - Regular Plan
|
Moderate
|
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0.83 |
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|
Moderate
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1.05 |
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|
Moderately High
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1.49 |
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|
Moderate
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1.11 |
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Moderate
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1.65 |
₹49 Cr
--
5,000
1,000
500
12
About Franklin India Medium to Long Duration Fund - Regular Plan
Franklin India Medium to Long Duration Fund - Regular Plan is a debt mutual fund scheme of Franklin Templeton Mutual Fund. Launched on September 24, 2024, it is currently managed by Anuj Tagra and Chandni Gupta. The fund has an expense ratio of 0.83% with an overall AUM (Assets Under Management) of ₹49 Cr.
Franklin India Medium to Long Duration Fund - Regular Plan is mandated to invest in bonds such that the duration of the portfolio is between four to seven years. The fund allows minimum lumpsum investment of ₹1,000 and minimum SIP of ₹500.
Investment Strategy
The scheme seeks 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.
Suitability
Medium to Long Duration funds are avoidable for most investors because:
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Franklin India Medium to Long Duration Fund - Regular Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Franklin India Medium to Long Duration Fund - Regular Plan can be bought from the Franklin Templeton Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Franklin India Medium to Long Duration Fund - Regular Plan, is ₹10.7604 as of 03-Apr-2026.
| Company | Percentage of Portfolio |
|---|---|
|
GOI Sec 6.90 15/04/2065 |
28.54
|
|
Haryana State SDL 7.86 29/06/2032 |
10.74
|
|
Poonawalla Fincorp Ltd SR G1 TR 1 Debenture 7.55 25/03/2027 |
9.46
|
|
Small Industries Devp. Bank of India Ltd SR VII Debenture 7.75 10/06/2027 |
9.36
|
|
Jubilant Beverages Ltd Debenture 31/05/2028 |
8.00
|
Over the past five years, Franklin India Medium to Long Duration Fund - Regular Plan has delivered an annualised return of --% as of 03-Apr-2026.
The minimum investment required to start investing in Franklin India Medium to Long Duration Fund - Regular Plan is ₹5,000 for the lump sum option and ₹500 for the SIP (Systematic Investment Plan) option.