Franklin India Floating Rate Fund - Growth Plan is a debt scheme managed by Franklin Templeton Mutual Fund. Three-year compounded annual return is 7.43%, placing it in the 93rd percentile of Debt peers. It has ranked in the top half of its category for 1 of the last 12 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 0.97% on assets of ₹290Cr. The fund is currently managed by Rohan Maru, appointed within the last year.
Lower is better.
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 3 data points.
| 5Y |
|---|
| Star |
|---|
| Axis Floater Fund - Direct Plan - Growth | Axis Mutual Fund | ₹148 Cr | 0.20% | +7.78% | — | 4★ |
| DSP Floater Fund - Direct Plan - Growth | DSP Mutual Fund | ₹326 Cr | 0.26% | +7.68% | +6.51% | 5★ |
| SBI Floating Rate Debt Fund - Direct Plan - Growth | SBI Mutual Fund | ₹697 Cr | 0.41% | +7.53% | +6.56% | 5★ |
| BANDHAN FLOATER FUND - DIRECT PLAN GROWTH | Bandhan Mutual Fund | ₹222 Cr | 0.09% | +7.52% | +6.48% | 5★ |
| Axis Floater Fund - Regular Plan - Growth | Axis Mutual Fund | ₹148 Cr | 0.50% | +7.43% | — | 1★ |
| HDFC Floating Rate Debt Fund - Growth Option | HDFC Mutual Fund | ₹16,432 Cr | 0.54% | +7.41% | +6.50% | 4★ |
| DSP Floater Fund - Regular Plan - Growth | DSP Mutual Fund | ₹326 Cr | 0.53% | +7.38% | +6.21% | 2★ |
| ICICI Prudential Floating Interest Fund - Growth | ICICI Prudential Mutual Fund | ₹7,492 Cr | 0.85% | +7.35% | +6.38% | 3★ |
| SBI Floating Rate Debt Fund - Regular Plan - Growth | SBI Mutual Fund | ₹697 Cr | 0.56% | +7.34% | +6.36% | 3★ |
| KOTAK FLOATING RATE FUND-REGULAR PLAN-GROWTH OPTION | Kotak Mahindra Mutual Fund | ₹3,329 Cr | 0.63% | +7.25% | +6.17% | 3★ |