Franklin India Long Duration Fund - Growth is a debt scheme managed by Franklin Templeton Mutual Fund. It has ranked in the top half of its category for 1 of the last 1 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 0.81% on assets of ₹16Cr. The fund is currently managed by Anuj Tagra, 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 = 2 data points.
| 5Y |
|---|
| Star |
|---|
| Bandhan Medium to Long Duration Fund - Direct Plan - Growth | Bandhan Mutual Fund | ₹426 Cr | 1.29% | +5.81% | +5.04% | 4★ |
| SBI Long Duration Fund - Direct Plan - Growth | SBI Mutual Fund | ₹1,570 Cr | 0.32% | +5.47% | — | 5★ |
| ICICI Prudential Long Term Bond Fund - Growth | ICICI Prudential Mutual Fund | ₹850 Cr | 0.94% | +5.34% | +4.61% | 4★ |
| Aditya Birla Sun Life Long Duration Fund-Regular Growth | Aditya Birla Sun Life Mutual Fund | ₹121 Cr | 0.99% | +5.29% | — | 4★ |
| Axis Long Duration Fund - Direct Plan - Growth | Axis Mutual Fund | ₹231 Cr | 0.33% | +5.17% | — | 5★ |
| Bandhan Medium to Long Duration Fund - Regular Plan - Growth | Bandhan Mutual Fund | ₹426 Cr | 1.97% | +5.11% | +4.35% | 3★ |
| SBI Long Duration Fund - Regular Plan - Growth | SBI Mutual Fund | ₹1,570 Cr | 0.68% | +5.04% | — | 3★ |
| UTI Long Duration Fund - Direct Plan - Growth Option | UTI Mutual Fund | ₹68 Cr | 0.78% | +5.03% | — | 5★ |
| Nippon India Nivesh Lakshya Long Duration Fund- Growth Option | Nippon India Mutual Fund | ₹7,303 Cr | 0.65% | +4.91% | +5.11% | 3★ |
| HDFC Long Duration Debt Fund - Growth Option | HDFC Mutual Fund | ₹3,308 Cr | 0.62% | +4.76% | — | 3★ |