Should I invest in Franklin India Medium to Long Duration Fund?

We don't give personal investment advice. Franklin India Medium to Long Duration Fund - IDCW is suitable for an investor whose:time horizon matches the fund's modified duration — short-duration funds for 1-3 year goals, long-duration for 7+ yearsprimary goal is capital preservation or steady accrual, not high growthtax slab is moderate — high-slab investors should evaluate post-tax yield against tax-free alternatives (PPF, tax-free bonds)Cross-check the numbers above against alternatives before deciding.

Franklin India

Franklin India Medium to Long Duration Fund - IDCW

Latest NAV

₹10.5884

As of

17 Jul 2026

438 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.04%	-8.11%	+8.07	644 / 904	Q3
1W	-0.10%	-11.78%	+11.69	385 / 779	Q2
2W	-0.16%	-11.83%	+11.67	386 / 776	Q2
1M	+0.34%	-11.79%	+12.13	158 / 772	Q1
3M	+1.57%	-11.26%	+12.83	121 / 763	Q1
6M	+1.33%	-10.36%	+11.69	338 / 749	Q2
YTD	+0.96%	-10.43%	+11.39	329 / 747	Q2
1Y	-0.21%	-8.21%	+8.00	388 / 728	Q3
2Y	—	—	—	—	—
3Y	—	—	—	—	—
4Y	—	—	—	—	—
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+3.21%	-1.10%	+4.31	467 / 904	Q3

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+0.96%	+0.27%	+0.68	32 / 49
2025	+3.29%	+2.91%	+0.38	31 / 61
2024	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+2.10%

11 windows

min -2.9% · max 5.8%

64% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

—

Insufficient history

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Peers in Medium to Long Duration Fund

Scheme	Fund house	NAV	As of
HDFC Charity Fund for Cancer Cure - IDCW Option - 50% IDCW Donation Option	HDFC	₹10.1158	17 Jul 2026
NIPPON INDIA FIXED MATURITY PLAN - XLI - SERIES 8 - IDCW Option	Nippon India	₹17.3494	17 Jul 2026
SBI Magnum Income Fund-Bonus	SBI	₹44.6708	17 Jul 2026
ICICI Prudential Bond Fund - Half Yearly IDCW	ICICI Prudential	₹11.3293	17 Jul 2026
Canara Robeco Income-Growth Plan	Canara Robeco	₹56.9903	17 Jul 2026
UTI Bond Fund-Growth (for rep. After 6 months- No Load)	UTI	₹76.0625	17 Jul 2026
Birla Sun Life Income Plus (Dividend)	Birla Sun Life	₹13.0862	17 Jul 2026
IDFC - SSIF - Investment Plan - Annual Dividend	IDFC	₹11.9547	17 Jul 2026
JM Income Fund-Dividend	JM Financial	₹21.9310	17 Jul 2026
LIC MF Bond Fund-Dividend	LIC	₹16.5752	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹10.5884
16 Jul 2026	₹10.5924
15 Jul 2026	₹10.5821
14 Jul 2026	₹10.5714
13 Jul 2026	₹10.5949
10 Jul 2026	₹10.5985
9 Jul 2026	₹10.5913
8 Jul 2026	₹10.5906
7 Jul 2026	₹10.6083
6 Jul 2026	₹10.6088

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of Franklin India Medium to Long Duration Fund - IDCW is ₹10.5884. It's a Medium to Long Duration Fund from Franklin India, run as a Unknown plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Franklin India Medium to Long Duration Fund - IDCW has NAV history starting from 24 Sep 2024, a track record of about 1 year 9 months. It's a relatively new scheme. With under 5 years of NAVs, peer comparison is the best yardstick — point-to-point returns can be skewed by entry timing.

Franklin India Medium to Long Duration Fund - IDCW is managed by Franklin India. It's classified by AMFI under the 'Medium to Long Duration Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Franklin India Medium to Long Duration Fund - IDCW has delivered a absolute return of -0.21% — +8 pp ahead of the Medium to Long Duration Fund category average of -8.21%. The fund ranks #388 of 728 in its category — the third (Q3) quartile.

Franklin India Medium to Long Duration Fund - IDCW doesn't have a complete 3-year window yet (we need at least 3 year of NAVs). Check the shorter-window returns above.

Franklin India Medium to Long Duration Fund - IDCW doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

Franklin India Medium to Long Duration Fund - IDCW doesn't yet have a 3-year CAGR on file, so a ₹1 lakh growth projection isn't reliable.

A ₹10,000 monthly SIP in Franklin India Medium to Long Duration Fund - IDCW over the last 1 year — total invested ₹120,000 — would be worth ₹120,642 today. That's an XIRR (money-weighted annualised return) of 0.99%.

Franklin India Medium to Long Duration Fund - IDCW doesn't yet have 10 years of NAVs. Over the longest available window (1-year SIP), ₹10,000/month would have grown to ₹120,642 — XIRR 0.99%.

Franklin India Medium to Long Duration Fund - IDCW doesn't yet have a peer rank on file — typically because its category set is too small or it lacks the required NAV history. Compare manually using the returns table above.

Franklin India Medium to Long Duration Fund - IDCW doesn't have a computed drawdown figure yet.

Consistency stats for Franklin India Medium to Long Duration Fund - IDCW need at least 3 years of NAVs to compute. They'll populate automatically once the fund has enough history.

In calendar year 2025, Franklin India Medium to Long Duration Fund - IDCW returned 3.29% — beating the Medium to Long Duration Fund category average of 2.91% by 0.38 pp. It ranked #31 of 61 in its category that year.

Franklin India Medium to Long Duration Fund - IDCW is classified as a Debt fund. For units acquired on or after 1 April 2023, all gains are taxed at your income-tax slab rate regardless of holding period — there's no LTCG concession or indexation. For pre-April-2023 units, the old rules with indexation still apply on long-term gains.

We don't give personal investment advice. Franklin India Medium to Long Duration Fund - IDCW is suitable for an investor whose:

time horizon matches the fund's modified duration — short-duration funds for 1-3 year goals, long-duration for 7+ years
primary goal is capital preservation or steady accrual, not high growth
tax slab is moderate — high-slab investors should evaluate post-tax yield against tax-free alternatives (PPF, tax-free bonds)

Cross-check the numbers above against alternatives before deciding.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.

Franklin India Medium to Long Duration Fund - IDCW

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Peers in Medium to Long Duration Fund

Recent NAVs

Frequently asked questions

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