NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹11.06
0.03%
NAV as on 06 Mar 26, 12:00 AM
moderate risk
ultra short duration
debt
NAV as on 06 Mar 26, 12:00 AM
moderate risk
ultra short duration
debt
6.82%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
6.86%p.a.
Since Inception
About Franklin India Ultra Short Duration Fund -Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Franklin India Ultra Short Duration Fund -Growth scheme from Franklin Templeton Asset Management (India) Private Limited. It is a Ultra Short Duration mutual fund scheme that predominantly invests in Ultra Short Duration stocks of companies. Launched on Aug 2024, Franklin India Ultra Short Duration Fund -Growth is Ultra Short Duration fund of its category with 284.28 Cr fund under management as on Mar 2026. The expense ratio of this fund is less than that of most other Fund category Ultra Short Duration funds.
- Franklin India Ultra Short Duration Fund -Growth delivered 6.8% annual returns during the last year. It has delivered 6.9% average annual returns since the fund was launched.
- Franklin India Ultra Short Duration Fund -Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in debt
Fund Objective
To provide a combination of regular income and high liquidity by investing primarily in a mix of short term debt and money market instruments. However, there is no assurance that the investment objective of the Scheme will be achieved
Top 10 Holdings
India Infoline Ltd. CP **
3.96%
LIC HOUSING FINANCE LIMITED TR 431 8.1432 LOA 25MR26 FVRS10LAC
5.65%
CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD SR I TR II 8.25 NCD 09JU25 FVRS1000
2.12%
AXIS BANK LIMITED CD 13NOV25
5.07%
PUNJAB NATIONAL BANK CD 08JAN26
8.09%
HDFC BANK LIMITED CD 30JAN26
9.53%
CANARA BANK CD 30JAN26
9.53%
AXIS BANK LIMITED CD 04MAR26
3.50%
INDIAN BANK CD 12MAR26
3.49%
IDFC First Bank (Pay Fixed - Receive Floating)
-8.79%
Fund Managers
- Rahul Goswami (Aug 2024 - Present)
- Pallab Roy (Aug 2024 - Present)
- Rohan Maru (Oct 2024 - Present)
Key Information
View Scheme Document
Franklin India Ultra Short Duration Fund -Growth SIP Calculator
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NRI Mutual Fund Tax on Franklin India Ultra Short Duration Fund -Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Franklin India Ultra Short Duration Fund -Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Franklin India Ultra Short Duration Fund -Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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